The Team
Cornerstone Financial Group's financial planners have over 50 years of collective experience in providing objective, tailored financial advice.
Our Planners:
Keith Ogilvie
Director and owner
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- Financial Planner since 1985
- Certified Financial Planner™
- Member of Financial Planning Association of Australia (FPA)
- Diploma of Financial Planning
- Qualified as a Chartered Accountant in 1975
- Justice of the Peace
- Specialist in the areas of:
- Corporate Superannuation
- Personal Superannuation including Self Managed Super
- Retirement Planning
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Chris Ogilvie
Managing Director and owner |
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- Financial Planner since 1999
- Certified Financial Planner™
- Member of Financial Planning Association of Australia (FPA)
- Diploma of Financial Planning
- Bachelor of Economics 1993
- Justice of the Peace
- Specialist in the areas of:
- Personal Superannuation including Self Managed Super
- Retirement Planning
- Corporate Superannuation
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David French
Director and owner |
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- Financial Planner since 1999
- Certified Financial Planner™
- Member of Financial Planning Association of Australia (FPA)
- Diploma of Financial Planning
- Bachelor of Science 1989
- Justice of the Peace
- Specialist in the areas of:
- Corporate Superannuation
- Personal Superannuation including Self Managed Super
- Wealth Accumulation
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Joanne Hall
Director and Owner |
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- Financial Planner since 2001
- SPAA SMSF Specialist Advisor™
- Certified Financial Planner™
- Member of Financial Planning Association of Australia (FPA)
- Diploma of Financial Planning
- Bachelor of Applied Economics 1999
- Specialist in the areas of:
- Self Managed Super Funds
- Retirement Planning
- Small Business Advice
- President of the Kawana Waters Chamber of Commerce & Industry
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Our Financial Planners are ably supported by a team of dedicated support professionals
Kim Patterson:
- Relationship Manager
- With Cornerstone Financial Group since 2004
Debbie Patterson:
- SMSF administration
- With Cornerstone Financial Group since 2006
Ann Stokes:
- Customer Service and Executive Assistant
- With Cornerstone Financial Group since 2007
Laraine McLeod:
- Relationship Manager
- With Cornerstone Financial Group since 2009
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Catherine Hough:
- Relationship Manager
- With Cornerstone FG since 2011
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