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, to provide an additional layer of support and extend the level of service offerings to his current client base. Unfortunately for us, other partners in Pinnacle chose to end the partnership therefore as at 30 June 2019 we have re setup Money Options and opened a new office in Glenelg. We currently will be trading as Money Options, with David remaining licensed through PWM Advisory Services. 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 firstname.lastname@example.org
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 email@example.com 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 firstname.lastname@example.org
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 email@example.com
Client Support Services
Began with Money Options June 2019
Qualifications: Diploma in Financial Planning, Graduate Certificate Business Management
Anneliese is the newest recruit to the Money Options team, joining June 2019 in a client service/paraplanner role. Anneliese has been in finance industry since 2013 working for both national and international wealth management firms. Her employment history has seen her at the forefront of a number business development type roles with expertise in developing strong forging, collaborative relationships with the people that she meets. Anneliese’s experience within the finance industry in providing a quality service to clients in ensuring their wealth needs are met and supported, continues and develops further with her role at Money Options. Outside of work, Anneliese is a yoga teacher at a studio in Fullarton and with a strong focus on health and wellness leads an active lifestyle.