Role: Financial Adviser / Director
Began with Money Options: 1999
Qualifications: Diploma in Financial Services, Certificate in Financial Markets
David has been in the financial services industry for over 20 years, where he initially served as a Police Officer with the South Australian Police Department between 1990 and 1997. David began his financial planning career in August 1997, initially starting off as an Authorised Representative for MLC and Financial Wisdom before embarking on his own venture - starting up his own successful Financial Planning business in 1999, called Money Options. David and his staff joined Pinnacle in March 2018 through to June 2019 and have now re setup Money Options and opened a new office in Glenelg. Money Options Pty Ltd now holds its own Australian Financial Services License (AFSL: 516163) and David is an Authorised Representative of Money Options Pty Ltd. David strives on providing his clients with ongoing professional, honest and an educated service which he believes is the key to the high quality, long term relationships he holds with his clients.
David has the following qualifications:
To contact David, please email email@example.com
Role: Loan Consultant
Began with Money Options: July 2015
De Woolman has been working in the finance industry for over 25 years. Initially commencing with a major financial institution in 1987, De quickly worked her way up to the position of Lending Manager writing consumer loans. De then continued to work with other financiers, with short breaks over the years to raise her family. She has three boys, so understands the importance of financial security. Having also bought, renovated and sold several residential properties, De has a broad range of experience and knowledge in the real estate market.
To contact De, please email firstname.lastname@example.org or phone 0410315264
Role: Client Support Services
Began with Money Options: July 2012
Desiree Ruby joined the Money Options team in July 2012 as the Client Service Manager. Desiree was new to the financial service industry when starting but had over 20 years’ experience in a broad range of administrative roles. Desiree oversees the majority of client related projects and procedures ensuring that our office processes run smoothly, providing our clients with the best service we can. She is also our Compliance Manager, ensuring that we have all the necessary systems in place to meet any legislative requirements. Desiree enjoys spending time with her two young girls, family and friends in her spare time.
To contact Desiree, please email email@example.com
Role: Accounts / Marketing
Began with Money Options: 1999
Prisca Harrison began with Money Options from inception and works part time with the book keeping/accounts. She also oversees the marketing projects for Money Options. Prisca has worked in the financial services industry since 1998, working for a couple of Funds Management companies. Prisca enjoys balancing her role at Money Options along with her role as a mum of three young children.
To contact Prisca, please email firstname.lastname@example.org