ABOUT US

Our relationships

are built on trust

AN INTRODUCTION

We are proud of the way we do business and the work we do for our clients.

We believe in providing our clients with the most suitable products and services for their particular needs. We are proud of the way we are able to create insurance and investment solutions that are specific to each of our clients.

The fact that we have been serving the community since 1997 and have hundreds of satisfied clients, many who have been with us for years, serves as a testament to our commitment to professionalism and quality of service.

Our investment
approach

Carefully guiding and growing your investments

A quick overview of our core investment philosophy. The fundamentals we use to guide our clients.

1

2

3

4

Commitment

Wealth Management is an on-going exercise beyond the initial investment.
5

Reduce risk

Asset allocation is key to portfolio construction and diversification can enhance returns and reduce risk.
6

Meet Our Team

Ready to help in anyway we can.

Alan Cook

Client Relationship Manager

Alison Markides

Client Services Manager

Andrew Stott

General Insurance Manager

Barbara Ferguson

Director and Compliance Officer

Claire Needs

Client Relationship Manager

David Rumsey

CEO and Advisor

Derek Melly

Client Relationship Manager

Elaine Kafkalias

Administration Manager

Name

Name

Julie Miller

Back Office Manager

Maggie Dolan

Client Relationship Manager

Mark Nowell

Director and Advisor

Richard Miller

Director and Advisor

Steve Carr

Advisor

Tony Pentland

Client Relationship Manager

Our services

Expert knowledge and advice

INSURANCE

Cover for every eventuality

INVESTMENT ADVICE

Tailored just for you

RETIREMENT PLANNING

Your exciting future

Other areas of interest

Helping our customers in any way we can

FREE GUIDES

Download our free guides.

CUSTOMER STORIES

How we have helped others

Ready for some great advice?

Let's have a chat and see what 3D Global can do for you