Peter Taniane is our specialist investment adviser. He has strategies that have a foundation built upon scientifically proven methodologies that maximise the potential for lowering volatility, while capturing the market returns for each asset class.
Peter has a Bachelor of Commerce and Diploma of Financial Services.
Outside of work he follows the tragically performing Cronulla Sharks rugby league team, enjoys suave restaurants and long drives!
Follow Peter on Twitter for regular updates and activities.
Tracey Parkin Client Service Manager
Tracey is our client services manager. She is our point of contact for our clients for administration services. If you have a question, then Tracey’s a friendly guide to help you with any forms for signing, or questions you may have. Tracey is also a licensed adviser and has a Diploma of Financial Services. Tracey spends her weekends with her family, Girl Guides and socialising with friends.
Life insurance Specialist
Veronia provides the personal life insurance specialist service for our business. She makes sure the right person gets the right money at the right time. Her interests include netball and most sports. Of course, fine dining always rates a mention for special occasions!
Matthew is a long standing adviser with the Capricorn Financial Adviser business. He services a number of existing long term clients within Capricorn.
Practice Manager and Retirement Advice Specialist
David has been providing specialist retirement advice services to clients since 2001.
The foundation of David’s advice is providing:
Clarity – Identifying your future vision, through discussions focusing upon the 3 most important values to you
Science – Maximising the probability of your success is applied via the use of rigorously tested, academic philosophies. It’s important that at retirement, your portfolio reflects your next transition in life. Many retirees have portfolios that reflect the same characteristics as when they were 35, not 65. This can be dangerous in times of volatility.
Wealth – The combination of lifestyle values and scientific philosophies provides the bedrock to achieve your wealth aspirations with total confidence.
David is an accredited Self Managed Super Fund specialist (SSA), Dimensional Fund Adviser (DFA), member of the Million Dollar Round Table (MDRT), is a general member of the Financial Planners Association (FPA), holds a Bachelor of Business and Advanced Diploma of Financial Services. You can visit David’s blog and further details on his retirement philosophy at www.smartretirement.com.au
On a personal basis, David has been married for more than 19 years, with two young children. His interests outside of wealth management include kayaking, fishing, rugby leagues and spending time (and energy) with the family.
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Capricorn Financial Advisers Pty Ltd is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 an Australian Financial Services Licensee number 244252. Unit 7, 50 Borthwick Avenue Murarrie Qld 4172. This information is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.