In addition to being the first point of contact for our clients and helping put your financial plans into place, Amber is also currently studying for a Bachelor of Commerce majoring in Financial Advising.
Jessie joined the Evergreen team in April 2020, starting as a Client Services Officer, then seamlessly transitioning to a Paraplanner, and finally landing as our accomplished Financial Adviser.
We’re excited to announce that Evergreen has found a new home at 50 Charters Towers Road in Hermit Park between Officeworks and Now Office Furniture!
Hannah joined us at Evergreen in February 2024 and is the one helping Yannick and Sharna put your financial plans in place.
Happy Easter from the team at Evergreen! Our office will be closed from Friday 29th March and will reopen on Tuesday 2nd April at 8:30am.
We’re excited to announce that Jessie McCormack of Evergreen and Kylie Thorley of The Spacious Life are coming together once again, this time to delve deeper into the world of budgeting and financial empowerment!
We’re excited to announce that for the second time, Jessie and Yannick will be presenting “Financials For Families” at The Oasis Townsville on Wednesday 27th March 2024 from 5:00pm to 6:30pm!
We're pleased to announce that Roshan Pandalai and Yannick Fitzsimmons will be hosting this presentation for the fourth time at The Oasis Townsville on Wednesday 6th March 2024 from 5pm to 6:30pm. Together they will be covering important details and some of the most frequently asked questions about DVA and CSC financial entitlements for transitioning veterans and their families.
Introducing Evergreen's newest feature – the Resource Library! This evolving hub is designed to provide members with essential tools and knowledge.
Our office will be closed from Saturday 23rd December 2023 and will reopen Tuesday 2nd January 2024.
|
Categories
All
Archives
July 2024
|