COVER - YOUR FINANCIAL FUTURE IS OUR BUSINESS Willow Financial Services is here for all your financial needs and future financial success. With a combined experience of 95 years, we have seen it all, every market down turn and financial boom for the last three decades. The new look team brings an abundance of knowledge in all facets of the financial industry. With three dedicated Financial Advisers and support staff committed to helping you achieve financial well being by addressing your current needs and long term financial goals. From wealth creation to retirement planning and everything in life’s financial journey in between. We have two specialist Mortgage Brokers who can provide, and achieve your financial goals with personal loans, home loans, investment lending, commercial and asset finance. With access to over 30 lenders at our disposal, finding the right loan for you is what we do. Protecting your assets is also pivotal and is why we offer a range of general insurance products. Whether it is your car or boat, home or investment property, or commercial insurance, we have got you covered. Willow Financial Services endeavours to make your experience as relaxed as possible, whilst ensuring that you are provided with the most current and comprehensive information, products and services available. Take control of your finances, and your financial future by making a call today.
Scott Wilson Scott Wilson brought his financial planning skills to Mount Gambier in the late 1990s, taking on the role of Financial Planner with the former Savings & Loans Credit Union before transferring his skills to NAB as Senior Financial Planning Manager in 2001. Scott brings more than three decades of experience in the financial sector, working across insurance and finance, before turning his attention to financial planning and getting some serious study under his belt. From superannuation to Centrelink, Scott can provide quality advice with his relaxed approach and ability to take the stress out of financial planning. PHOTO COURTESY OF LOUISE AGNEW
Sean Cowling It was in 2004 that Sean Cowling started as a financial adviser with Westpac, and in only two years he had secured a senior role with the major bank, before taking out the Financial Planner of the Year for Westpac SA/NT/WA a year later in 2007. He held the role of Senior Financial Adviser for Westpac in Darwin for five years, qualifying for the Westpac Top Team Conference on multiple occasions. In 2011, Sean became a Certified Financial Planner®, the highest financial planning designation worldwide. Sean moved back to Mount Gambier in 2011 and has been working closely with clients to help them work towards their financial goals and make informed financial decisions. Phone Sean today on 0484 945 569 – 0484 (willow).
Mortgage brokers Cristy Crouch & Tanya Coxon Mortgage Broker contact details: Cristy • 0488 945 569 – 0488 (willow) Tanya • 0431 945 569 – 0431 (willow)
Suzie Packer Suzie Packer has built a 10 year career in finance, having already completed her Graduate Diploma of Applied Finance, majoring in financial planning, and by the end of this year, she will have added a Masters in Financial Planning to her resume. Specialising in retirement planning and Centrelink support, boasting experience in Asgard, BT, Colonial, MLC and a range of Government and private super funds, including SuperSA. Suzie can also tailor a customised personal risk insurance plan. Phone Suzie today on 0448 945 569 - 0448 (willow).
Willow Financial Services • 2 Eleanor Street, Mount Gambier • Ph: (08)8724 7745
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