Enhanced tailor-made financial services since 2000
Previously known as Poole and Partners Investment Services, we have been specialising in Sunshine Coast financial services and advice since 2000. We are still the same team, with the same values, just a new name and logo. Our financial advisory company focuses on providing thorough researched and tested strategies that are tailor-made to your individual situation, alongside outstanding ongoing service.
Who we are
If you are looking for the best financial adviser companies on the Sunshine Coast you have come to the right place! We have been specialising in financial planning Maroochydore services and advice since 2000 and our team have over 50 years of combined experience.
Our financial specialists are experts when it comes to tailor-made financial services designed specifically for individual situations. Thorough researched and tested strategies, alongside outstanding ongoing service, is a point of pride for our team. We put you at the centre of every decision to ensure we consider all of your objectives to help you reach your financial goals.
Our financial specialists aim to help those who are looking to get more out of their financial situation and work towards their goals over the long term, not just during the first appointment.
Our company is based in Maroochydore on the Sunshine Coast, but we service a number of existing clients interstate and can help you wherever you are based within Australia.
Whether you are looking for professional superannuation management or searching for a certified financial adviser that can go above and beyond to assist with any stage of your financial journey, we can help you.
Our values
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Transparency
When it comes to something as important as your finances, we believe that transparency makes all the difference when it comes to providing good advice services to clients. We value your right to transparency and encourage clients to stay involved with their investments and super to ensure the advice continues to stay aligned to your financial goals.
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Honesty
We expect the same level of honesty from our clients as you do from us. It makes the advice process much easier when going through something as important as your financial circumstances, goals, and aspirations. We do not take our responsibility as advisers lightly, and we value the honesty that clients give us, and we strive to give the best advice for your specific circumstances in return.
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Trust
We enjoy fostering the many relationships we have with our clients, whether they drop in for a meeting, or they are out of state and communicate online, we strive to earn the trust of all clients regardless of your super balance or circumstances. This trust is the foundation of all our advice and recommendations, and we feel that we can’t provide our service without the trust of both parties on your end and ours.
Our certified financial advisers
With our reputable, private financial advisers and a professional support team, it is our company's mission to develop a long-term partnership with an honest and personal approach to ultimately help you achieve your long-term financial goals and personal aspirations.
Kirk is the Founder and Director of Poole and Partners Investments Services, he began his career as an Accountant in 1988 and moved to Investment Services in 2000 working as a stockbroker for 3 ½ years.
Kirk headed up the Investment division of Poole and Partners Investment Services in 2003. Kirk’s determination to build long lasting relationships with his clients is as much a priority as his ambition to develop a strategic financial plan that is secure and attainable. Ensuring clients are engaged and empowered is at the heart of Kirk’s approach to delivering Sunshine Coast financial advice outcomes. Kirk has vast practical and technical knowledge to provide his clients with direct equity investments, investments through Self-Managed Funds and estate and retirement planning.
Kirk has a Bachelor of Commerce, an Associate Degree in Commerce, Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broking. In the past, Kirk has lectured a Stock Market course at Sunshine Coast TAFE for 10 years. Outside of work, Kirk has a young family of four children and keeps active in many surf sports.
Hayden has been involved in the Sunshine Coast financial planning industry since 2001. He has been a part of Cotton Tree Financial Services and Poole & Partners Investment Services PL (our AFSL license) since 2009.
Hayden has extensive knowledge and expertise in providing clients with investment advice, superannuation advice and more advice in general areas of financial planning.
He is a specialist in all forms of Life insurance products, keyperson, and Buy/Sell insurance.
Hayden is a highly motivated private financial adviser who is passionate about building strong partnerships with his clients and helping them to achieve financial security. Hayden believes open communication, transparency and being open and honest through best interest client practices are critical in his client relationships.
Hayden has a Diploma and a Graduate Diploma in Financial Planning, Certificate IV in Finance & Mortage Broking, is FASEA qualified and is a member of the Financial Advice Associate of Australia (FFA).
Dylan entered the Financial Planning industry with us in 2022 while studying at university. Since graduating in 2023, he is the newest private financial adviser in Maroochydore at our Cotton Tree Financial Services company, and he has worked extensively alongside both Hayden and Kirk. Dylan has been trained to specialise in all areas of finance advice, but his passions lie in holistic finance advice and Aged Care.
Dylan enjoys creating lasting relationships with his Maroochydore clients and he is always aiming to keep clients educated and informed when it comes to the finance advice he gives. He understands the importance and the care that needs to be taken when dealing with sensitive personal and financial information within our industry and works to ensure every client is comfortable and in a better financial situation after working with him.
Dylan has a Bachelor of Business (Financial Planning), is a member of the Financial Advice Association of Australia (FAAA) and is an accredited Aged Care Specialist.
Our Financial Services Company Administration Team
