• 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 (CFP®) in May 2003. He is a Member of the Financial Planning Association to which he was Chair of the Local Chapter from 2005 until 2008. Matthew still sits on the current committee. In 2008 Matthew tutored first year Financial Planning students at the local Central Queensland University Campus. Matthew himself has completed a Bachelor of Commerce (majoring in accounting) through James Cook University and has completed the Diploma of Financial Planning through Deakin University.

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 Planning 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.

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

Nick started with Financial Linx in November 2007.

He has completed a Bachelor of Business 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.


Michelle Tucker BFinPlan - Para-planner/Trainee Planner.

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

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

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.