Just under 10 months after opening its doors, the team at Infinity Wealth and Financial Services has seen its fresh approach to the financial advice industry yield growth beyond its expectations.
To accommodate this growth, Infinity has recently expanded to welcome a new team member to its ranks. Financial planner and risk advisor Maureen Rose brings more than 25 years’ industry experience to Infinity, with the bulk of her career spent specialising in insurance.
Managing Director Andrew Masson said Maureen’s appointment was a coup for Infinity at a pivotal time in the Hunter’s economy.
“Maureen is an experienced financial planner with years of expertise in insurance, as evidenced by her industry reputation and loyal following of clients,” Andrew said. “She comes to us from a highly regarded practice and is looking forward to bringing her skills to a team offering the full suite of financial planning services – in particular investment advice.”
“Coking coal prices have just hit a five-year high and with the Port of Newcastle being the world’s leading coal export port, this is great news for our economy and is further evidence of green shoots appearing again in the resources sector.”
Maureen said she was looking forward to working with Infinity’s dynamic team.
“I am really excited to be part of the Infinity team – bringing my experience to an office of ambitious young entrepreneurs is extremely appealing,” Maureen said.
IMAGE | Andrew Lindner, Bec O’Brien, Andrew Masson, Maureen Rose
Infinity Wealth and Financial services delivers comprehensive investment advice and transparent portfolio administration to drive returns for clients. Infinity prides itself on its approach to personalised strategy solutions, taking the time to understand clients’ journeys and future goals, creating clear, concise and useful plans for them and guiding them along the way.
Based in the Newcastle CBD, the business has a philosophy of candour and transparency, with a fresh take on wealth creation built on innovation, agility, vitality and authenticity.