(07) 5445 3441 [email protected]

Our Team

Deborah Brown

What do I enjoy about financial planning?

Having the opportunity to meet different people and being able to assist them in their financial life journey. I particularly enjoying assisting people with Aged Care.  Generally, it is a time of high stress, and being able to give people clear options to make a decision, and seeing the relief in their faces, is very rewarding. 

 My specialities:

Aged Care, Self Managed Superannuation funds,  Personal Insurance and Estate Planning.

My background:

Together with my husband Paul Brown, we have been helping clients as Financial Advisers on the Sunshine Coast since 1998. Prior to this I worked on project development for a large fund manager and have also worked in superannuation administration for a large provider. 

Favourite holiday destinations:

Overseas – I love immersing myself in completely different cultures and seeing what life outside our beautiful country is like.  Favourites have been Canada, Vietnam and Thailand.   

Locally –  I also thoroughly enjoy camping with groups of friends.

Qualifications and Affiliations:

Authorised Representative (no. 318363) of Professional Investment Services,  Diploma of Superannuation Management (ASFA) and Commissioner of Declarations.

Outside work:

Spending time with family, ocean swimming and stand-up paddle boarding.

Email: [email protected] | Adviser Profile:   Adviser Profile Deborah 2019

Paul Brown

Paul provides advice and strategy recommendations – specialising in investment advice (including managed funds and ASX-listed securities), superannuation (including SMSF), retirement planning and aged care.

Career Background:

Prior to becoming a Financial Planner, Paul graduated from Queensland University of Technology in 1985 and commenced employment with the AMP Society in Brisbane.  He gained experience within the actuarial and corporate superannuation divisions.  In 1993, he relocated to AMP’s head office in Sydney to manage some of AMP’s large corporate superannuation accounts. In 1998, he returned to the Sunshine Coast to establish his financial planning practice.

Qualifications and Affiliations:

Paul is an Authorised Representative (no. 244684) of Professional Investment Services, a Certified Financial Planner and a SPAA Accredited SMSF Specialist Adviser. He has completed a Bachelor of Applied Science (Maths), a Certificate in Actuarial Techniques (Institute of Actuaries London) and a Graduate Diploma in Management (University of Technology Sydney). Paul is also a member of Self Managed Super Fund Professional Association of Australia (SPAA) and the Financial Planning Association of Australia (FPA).

Personal Interests:

Paul is an active member of the Buderim Wanderers Football Club, and supports his two boys in their football activities.  He also enjoys sailing at Lake Cootharaba Sailing Club.

Email: [email protected] | Adviser Profile:  Adviser Profile Paul Brown 2019   and    Adviser Profile Corporate Wealth 21 2019

Kylie Waugh

What do I enjoy about working in financial planning?

I enjoy helping clients and I enjoy working with the technical detail.

My specialities:

Customer service and helping clients with their financial paperwork.

Favourite holiday destinations:

I enjoy holidaying with my family wherever there is beach and sand.

Qualifications and Affiliations:

Justice of the Peace Qualified.

Outside work:

After keeping up with three children, I am currently enjoying the volunteering and watching side of soccer.

Email: [email protected]