Owner/Director/Financial Planner (ADFS)
John is a Senior Planner and Director of Clear Waters Financial Planning. He has an extensive background financial planning but also in small businesses operations. John has in excess of 13 years as a financial planner working face-to-face with individuals, families and business owners. John is married with three children and 10 grandchildren. His interests revolve around riding his pushbike, gardening and spending time with the family.
Financial Planner (ADFS)
Alissa joined Clear Waters Financial Planning as a Financial Planner in 2012. She has previous experience working in an interstate financial planning business and managing the local branch of a national recruitment agency. She also has experience in Account Management in the mining sector. She graduated with honours from the University of Missouri – Columbia in America and has continued her professional development through completion of an Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services, Diploma of Management, Diploma of Business Marketing and Certificate IV in Human Resources.
Originally from the United States, Alissa met her Australian husband when they attended high school together in America. Alissa moved to Australia in 2004 to marry her high school sweetheart. After traveling around Australia on a working holiday for three years, the couple chose to make Rockhampton their home.
Financial Planner (ADFS)
Rhian Applewaite has been involved in the Financial Services Industry for over 12 Years. During this time he worked for one of Australia’s major Banks as a Manager and Finance Officer.
Rhian has completed a Bachelor of Accounting through CQ University Australia, a Diploma of Financial Services and is continuing his professional development through the completion of his Advanced Diploma of Financial Services.
Rhian was born in Rockhampton and has lived locally his whole life with the exception of five years in Biloela and Emerald, through work.
Ben joined the team in July 2015. He has been working in finance since 2004 where he started with the Commonwealth Bank. Ben has a Master’s Degree in Applied Finance (majoring in Financial Planning) along with a diploma in Financial Planning and is an accredited self-managed super fund (SMSF) adviser.
Ben is a local family man born in Rockhampton, married with three children. Outside of work he is involved in Rockhampton basketball coaching both local club and representative teams. His children all play basketball with the eldest aspiring to become part of the National basketball Association in America, Ben hope’s that one day he can help his son realise his dream.
Candice has been a member of our team since 2009. She supports the business through managing the day to day running of the office and supporting the administration team. She has worked in the financial services industry since 2007 and has gained additional skills in business administration after completing a Certificate III in Business. Candice grew up in the Mackay Districts and moved to Rockhampton in 1999 for her education.
Veronica has been working in Financial Planning as a Client Service Officer for over 15 years. She is currently completing her Diploma in Financial Planning and is also a qualified massage therapist. Veronica enjoys spending quality time with her family & going camping.
Caitlin is a local Rocky girl and has come to us after working as a Senior Hairdresser for the last 9 years. Caitlin enjoys playing hockey and traveling with her partner.
Download the Lonsec Month in Review financial report for March 2019
Download the Lonsec Month in Review financial report for February 2019
Download the Lonsec Month in Review financial report for January 2018.
Download the Lonsec Month in Review financial report for December 2018.