Security of | Life | Assets | Savings

meet the team

 
Lee Cowen | Reception / Client Services
Lee is a part-time member of the Solas Crew, handling inbound calls and general administration within our office. A team player and always one to enjoy a laugh, Lee has extensive experience having worked for many years in customer service roles for a Hobart based credit union and building society.

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Donna Waldie | [email protected] | Office Administrator
Donna is our office administrator who greets you on arrival to our office and can assist you with arranging appointments and general administration queries including valuation reports and processing tasks. Donna is an exceptional team player and has extensive experience in the customer focus including banking and retail industries.

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Joe Sundram B.Ec (Hons) | [email protected] | Director / Financial Planner - 1246063
Joe enjoys the coast. He has been fishing, diving and surfing for most of his adult life. He has recently started learning to sail and loves being out on the water with his young family. Joe has worked in finance for over 15 years being a senior manager with the CBA and more recently an authorised financial adviser since early 2016.

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Ben Latham AFP® GradDip FP | [email protected] | Director / Financial Planner - 244986
The only place Ben would rather be other than on the water with a cool sea breeze is with his growing family. Yet another seasoned member of the Solas Financial crew, Ben has worked in the financial planning sector for over 26 years and has been authorised to provide advice since December 1998.

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Susan McGough AFP® ADFP, B.Com | [email protected] | Director / Financial Planner - 245049
The landlubber of the Solas crew, Susan prefers dry land to the call of the open sea.  Susan has been an Authorised Representative with Professional Investment Services since 2000 giving her over 24 years experience in the financial services field.  Susan specialises in Superannuation and Retirement Planning, Investment Planning and Life Insurance.

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Drew Latham DFS(FP) | [email protected] | Paraplanner
Drew has been working with Solas Financial since 2002 and is another able seaman of the Solas crew. Drew is our Paraplanner preparing our detailed advice reports for clients and assisting with general information and client calls. Drew has completed the Diploma of Financial Services (Kaplan).

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General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Head Office: Level 13, Corporate Centre One, 2 Corporate Court, Bundall QLD 4217 | T: 1300 557 598 | F: (02) 9921 6999 | E: [email protected]