• Financial planning professionals
  • Peace of mind through understanding
  • Helping people make smart choices about their money

Our People

Mark Kerr DFP CFP® - Senior Financial Adviser

Mark has been in financial services since 1978 and has been authorised to give Financial Planning advice since December 1986. Over the years Mark has gained extensive experience in financial planning, estate planning, insurance planning, superannuation fund management and investment advisory services.

Mark has completed the Diploma of Financial Planning through Deakin University. He is also a member of the Financial Planning Association and in August 1998 he attained the designation of Certified Financial Planner (CFP®).

Matthew Stevens BCom DFP CFP® - Senior Financial Adviser

Matthew has been in financial services since 1992 and has been authorised to give Financial Planning advice since September 2000. He has gained extensive experience in personal and commercial finance, strategic financial and investment planning, estate planning, insurance planning and superannuation and retirement planning.

Matthew attained the designation of Certified Financial Planner in May 2003. He is a Member of the Financial Planning Association and was Chairman of the local Chapter from 2005 until 2008. Matthew still sits on the committee.

In 2008 Matthew tutored first year Financial Planning students at the local Central Queensland University Campus. Matthew has completed a Bachelor of Commerce (Accounting) through James Cook University as well as a Diploma of Financial Planning through Deaking University.

Brad Gordon DFP DAcc DBus AFP® - Senior Financial Adviser

Brad has been in the Financial Services Industry since the mid 2000's. He currently holds Diploma's in Financial Services (Financial Planning), Business and Accounting. Brad is also a member of the Financial Planning Association and is active within the local chapter.

Brad is a Mackay area local and has a sound understanding across the agriculture and business sectors within the region.

Brad enjoys competing in Touch Football Tournaments for North Queensland as well as camping and fishing with his wife and his daughter.

Nick Cunningham BBus DFP DMgt AFP® C.Dec - Financial Adviser

Nick started with Financial Linx in 2007 and has been a Financial Adviser since 2015. Nick has gained extensive experience in the areas of strategic planning, insurance planning as well as superannuation and retirement planning.

Nick has completed a Bachelor of Business through CQ University as well as Diplomas in Financial Planning and Management. Nick is also a member of the Financial Planning Association.

Nick has a keen interest in Financial Planning and also enjoys travel and sport.

Karen Mason ADFS (FP) AFP® C.Dec - Financial Adviser

Karen has worked in the Financial Services industry since 1981. Over the years she has gained extensive experience in all aspects of financial planning.

Karen completed her Advanced Diploma in Financial Services in 2009 and is also a member of the Financial Planning Association.

Karen is a Mackay local and grew up in the Pioneer Valley. She enjoys patchwork and quilting and has a keen interest in Rugby League.

Michelle Tucker BFinPlan - Para-planner/Trainee Adviser.

Michelle joined our team in August 2012. That same year Michelle completed her Bachelor of Financial Planning with CQ University. Michelle has a strong interest in financial planning and looks forward to reaching her goals within the industry.

Michelle enjoys traveling, though is probably more known for being a passionate Brisbane Broncos supporter here in the office.

Kristy Wilson Dip FP

Kristy started with Financial Linx in October 2016 after a career break while having children.

Prior to this Kristy had worked in the Banking sector for 9 years and completed a Diploma of Financial Planning in 2007.

Kristy enjoys spending time with family and friends.

Cathy Craig – Front Office Manager

Cathy joined our firm in July 2007 as our front office manager. Cathy is a key person in managing our office. Cathy’s duties include preparing financial planning reports, office management and other administrative and clerical functions.

Cathy enjoys traveling and keeping fit.