At Financial Planning Mackay, we have the expertise, experience and resources to help you build and protect your financial freedom.
Financial Planning Mackay has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Michelle Cross
Managing Director
Michelle has been in the financial services industry since she was 18 and loves to see her clients doing well. As Managing Director of the firm and Owner of Elders Insurance Mackay, she knows the importance of achieving financial goals and protecting valuable assets.
Mark McConnell
Authorised Representative
Senior Financial Adviser
Mark prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
Advice I specialise in
- Retirement planning
- Financial planning
- Banking solutions
- Investment planning
- Superannuation
General advice I provide
- Small business advice
- Estate planning
Samantha Robertson
Financial Adviser
Sammie has been in the Finance Industry since 2008 and has developed a passion for helping her clients through all walks of life to see them succeed in achieving their goals.
Advice I specialise in
- Insurance
- Financial planning
- Superannuation
General advice I provide
- Budgeting
- Estate planning
Alyssa Erickson
Client Services Officer/Paraplanner
Alyssa comes with a background of administration and finance. With a passion for helping people, she is the face of Financial Planning Mackay and your go-to person for all your administration questions.
Melissa Esmond
Client Services Officer/Paraplanner
Melissa has an extensive background in finance. With a passion for people and finance, she is dedicated to providing friendly, reliable support and assisting clients with all their administration needs.
Kerry Pagden
Client Services Officer
With over 20 years of experience in the financial planning industry, Kerry brings a wealth of knowledge and a genuine commitment to providing exceptional client service, ensuring every client feels supported and valued.