Advisers
The ESIFS team
The ESI Financial Services (ESIFS) advice team consists of four experienced financial advisers with a minimum of five years experience in the financial services industry. All advisers are industry qualified and undergo comprehensive professional development in line with their Australian Financial Services Licence obligations.
Caroline Rees - CFP®, Dip.FP, B.A, JP(Qual)
Senior Financial Adviser
Caroline has worked in the financial services industry since 1999 and has been with ESIFS since February 2004. Having previously worked with a small family owned financial planning business and a financial planning practice of an international benefit and compensation consulting firm. Caroline holds a Graduate Diploma of Financial Planning, a Bachelor of Arts majoring in Psychology and is a member of the Financial Planning Association of Australia. As a holder of the Certified Financial Planner designation Caroline is well qualified to assist her clients in helping them through each stage of their lives.
Mark Rabius - Dip.FP, CSM, Grad Dip Bus Admin, B.A, C.Dec
Financial Adviser
Mark has worked in the financial planning industry for 12 years. Prior to joining ESIFS in 2005, Mark had associated roles within a boutique CBD-based financial planning practice, a large suburban accountancy firm and one of Queensland's leading financial services and banking firms.
Owen Hume - B.Ec, Dip.FP, AFP
Financial Adviser
Owen has been working in the financial services industry since 1999 and has been with ESIFS since 2006. Owen holds a Bachelor of Economics and a Diploma of Financial Planning. He is a member of the Financial Planning Association of Australia. With his qualifications and experience, he is well qualified to assist his clients in helping them through each stage of their lives.
Deborah Kells - Dip FP, CSM, ANZIIF (Snr Assoc), CIP
Financial Adviser
Deborah has been employed in the financial services industry for over twenty years and returned to ESI Financial Services (ESIFS) in February 2010. Deborah worked for two boutique financial planning firms prior to taking up Financial Planning roles with ESIFS and QInvest in 2001 and 2003 respectively. Deborah was a Financial Adviser with QInvest from 2004 to 2009. She completed the Diploma of Financial Planning through Deakin University in 2003 and is currently completing a Master of Applied Finance and her Certified Financial Planner certification. Deborah is a member of the Financial Planning Association of Australia and also holds Senior Associate membership of the Australian and New Zealand Institute of Insurance and Finance.
Keeping up to date
ESIFS purchases professional research on investment products from a number of sources including VanEyk, SuperRatings and Mercer. In addition, a number of support staff is employed by ESIFS to provide technical and training support to ensure a high standard of investment and strategic advice is provided to clients. All advice staff have a structured training plan set each year to ensure they stay up to date with legislation and other changes.
Investment products recommended by ESIFS advisers are selected from a small list of products researched by ESIFS to be of an acceptable standard for use by its clients.
ESIFS has also adopted a peer review process to ensure that written financial advice provided by its advisers has been reviewed by a peer adviser before being presented to clients.
As part of the professional development of its advisers, ESIFS provides membership of the FPA. Advisers are also encouraged to reach the Certified Financial Planner (CFP) accreditation, being the highest recognised qualification in the Financial Planning industry.