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| David Millard |
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David is the principal and senior adviser of Financial Horizons. He has been involved with financial services since 1979, assisting clients to achieve their personal and financial goals.
While David provides a holistic service that encompasses, wealth creation, insurance and risk protection, loan referrals, estate planning, social security strategies and retirement planning, his speciality is creating sufficient future income to meet long-term retirement needs. One of the ways of funding this income is by utilising gearing strategies. Consequently, David can assist clients to unlock the equity in their home or recommend Margin Lending strategies to assist in creating wealth.
David is an Associate and Practitioner Member of the Financial Planning Association of Australia and abides by their Code of Ethics and Rules of Professional Conduct. David holds the Diploma and Advanced Diploma of Financial Services (Financial Planning). |
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Sara Millard |
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Sara is a Principal and senior Adviser of Financial Horizons. She has been involved with financial services since 1993, and specialises in wealth creation, retirement planning, and business and personal risk protection. Sara caters for people of all ages who are looking to create wealth or protect their family against unforseen circumstances, and/or savers who have completed all debt and wish to provide adequate future savings and/or retirement income.
Sara is an Affiliate and Practitioner Member of the Financial Planning Association of Australia and abides by their Code of Ethics and Rules of Professional Conduct. Sara holds the Diploma and Advanced Diploma of Financial Services (Financial Planning).
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Bryce Carrier |
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Bryce commenced with Financial Horizons in 2005 in a Client Servicing role and has a strong background in Customer Service, having worked in property management and sales within the real estate industry for several years. Bryce also spent three years in the hospitality industry as head of hotel maintenance, assisting in hotel administration as well as restaurant management and service.
Bryce is now a financial adviser in our firm. During his time with Financial Horizons, Bryce has been working towards attaining his financial adviser accreditation, having completed his Diploma of Financial Services (Financial Planning) course and is currently in the final stages of completing the Advanced Diploma of Financial Services (Financial Planning). |
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Rodney Ellwood |
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Rodney’s present position within the team at Financial Horizons is as a Paraplanner. This means that he will assist the existing Financial Planners in constructing strategies and recommendations for clients in order to achieve their long-term financial goals. He will ultimately assume a position as Financial Planner with us in the near future.
Rodney comes from a well known local family and understands what is required to become successful in Far North Queensland. He has a strong background in business, having managed and represented some major local companies plus run his own business for many years. Holding a Diploma of Financial Services and Diploma of Business, Rodney is not only able to assist with financial and investment advice, he is able to assist corporate clients of all sizes to set up their affairs in the most effective way.
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Brenda Prigg |
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Brenda has been with Financial Horizons since November 2007 and is our Office Manager. Prior to joining us, Brenda spent 8 years in the retail industry, following 30-odd years of self-employment in the plumbing field, making her perfect for her administrative role with us.
A long-time resident of Cairns, having moved here in 1972, Brenda is well-known to the local community. As our Office Manager, it is Brenda’s role to ensure that our entire team is performing to its optimum and, whilst assisting staff to fulfill their individual roles, serves as our initial point of contact to clients and prospects alike.
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Jacqui Neale |
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Jacqui comes to us with an extensive history in Customer Service having worked for the Public Service and in the hospitality industry for most of her working career. Her previous roles perfectly compliment Financial Horizons' philosophies on service.
Jacqui started with Financial Horizons in July 2007, initially in an administrative support role, however, is now making the transition into Client Services as the Client Service Manager. Jacqui's role as Client Services Manager encompasses managing client queries and reviews, preparing and submitting applications, following up client requests and organising appointments for the advisers. |
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