Our team
Our team has a combined expertise of 18 years in the industry.
Sandy Dunshea
Mark Potter
Rachel Walker
Sally Hoey
Michelle Egan
Sandy has been providing financial advice to clients since 1988. His Authorised Representative Number issued by ASIC is 239386. He is a principal of Visionplan Management Pty Ltd.
He specialises in giving advice in the following disciplines:
- Wealth creation
- Retirement planning
- Corporate superannuation
- Personal insurances
- Business insurances
- Succession planning
- Estate planning
Working in conjunction with your solicitor.
Sandy is a Certified Financial Planner, holding a Diploma of Financial Planning.
Sandy is a member of the Financial Planning Association.
Mark has been in the accounting field since 1988. His roles have included auditing, tax, chief financial controller and manager of small to medium enterprises. Mark's Authorised Representative Number issued by ASIC is 325402.
He specialises in giving advice in the following disciplines:
- Wealth creation
- Retirement planning
- Corporate superannuation
- Debt management
- Personal insurances
Mark holds a Bachelor of Commerce and Diploma of Financial Planning.
Mark is passionate about understanding each client's personal goals in order to build a strategy that will have a positive impact on their financial future. Mark is commencing his Advanced Diploma in 2009.
Mark loves running both for fitness and competitively. His achievements include completing 5 marathons all under three hours.
After finishing high school in 1998, Rachel went on to complete her Bachelor of Business at University of Newcastle, graduating in 2003 majoring in Management and Marketing.
In October 2006, Rachel commenced her career in financial planning with Visionplan Management where her role encompasses paraplanning, client services, compliance and administration management. Rachel has also completed her Diploma of Financial Planning and commencing her Advanced Diploma in 2009.
When Rachel isn't working, she enjoys the outdoors, swimming, hiking, scrapbooking and loves a good book!
The Administrative Team's Focus is on ensuring your enquiries are dealt with efficiently and accurately. Their role is client focused and they are available at all times to assist you with any queries you may have.
Our specialised administrative support staff is an integral and highly valued component of the financial planning team. They specialise in communications, systems and processes, and ensure that all your information is treated with security, integrity and efficiency.
Their role within the team is systems, processes and administrative support. They will liaise with you after your initial consultation with Sandy or Mark and will coordinate the administrative functions of your investments, superannuation and risk insurances from inception through to completion, ensuring that all applications are processed as efficiently as possible.
Michelle is part of the Administrative Team.