Phone (07) 5492 0350

8 Otranto Ave, Caloundra QLD 4551

 

             
 

Accounting & Business Services



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Wardle Partners

Meet The Team

    * Click on a team member to view their profile

    Graham is a Sub Authorised Representative of Compass Financial Solutions (No. 294029) and holds an Advanced Diploma of Financial Services (Financial Planning). Graham is also a member of The Business Referrals Group.

    Graham has worked in a variety of occupations both in Australia and England, from Salesperson to Retail Store Department Manager and Retail Store Manager. After returning from England, Graham moved into the financial services industry in 1996. Graham was employed as a loans officer at Suncorp before moving into a financial planning role. He then joined a small boutique financial planning company working as a financial adviser.

    Graham has a passion to help clients achieve their financial goals.

    Graham has lived on the Sunshine Coast since 1994 and has interest in history, sporting activities, different cultures and travel having visited 25 countries, and wishes to do more travel in the coming years. Graham has an extensive social network of friends and this allows him to regularly be involved in social sporting activities from water skiing to golf and motorbike riding.

    Jodie has worked in the financial services industry for 10 years having completed an Advanced Diploma of Financial Planning and studies in Self Managed Super Funds specialisation. Jodie is a Sub Authorised Representative of Compass Financial Solutions (No. 307187) and in addition, she is a Justice of the Peace (Qualified).

    As a qualified Financial Planner, Jodie believes that empowering clients to achieve lifestyle and financial goals is the heart of financial planning.  In addition to working closely with clients and formulating financial plans, Jodie oversees the Practice's compliance obligations and Client Service.

    Jodie moved from Brisbane to the Sunshine Coast in 2003 and loves the coast lifestyle. Jodie lives in Warana with her husband Nick, two young children and their dog Charlie. Jodie enjoys walks to the beach, travelling and a good book. 

    Jodie is currently on maternity leave. 

    Andrew Mills - Compass Financial Solutions

    Andrew has worked in the financial services industry for over 25 years and has been a financial  planner since 2001. Andrew is a Certified Financial Planner® with the Financial Planning Association and also holds an advanced diploma of Financial Services (Financial Planning).

    Andrew believes that ensuring a client's needs, goals and objectives as well as their best interests are met, are the keys to successful financial planning, 

    Developing long term client relationships by providing appropriate professional advice and ongoing personal service are Andrew's passions.

    Along with his wife and three children, Andrew relocated back to the sunshine coast earlier this year to enjoy the lifestyle and facilities that the beautiful sunshine coast has to offer. In his spare time Andrew likes to keep fit with his children through running, cycling and mountain biking.


               
               


    Brooke has been working in the Financial Services Industry for over 2 years and joined our practice in January 2018. Brooke has completed a Bachelor of Commerce, with majors in Finance & Accounting. Brooke enjoys continual learning and loves helping people to gain financial independence. 

    Having grown up in Lismore, NSW, Brooke lived in Hervey Bay for a few years before falling in love with and moving to the Sunshine Coast.

    Brooke is very social and spends weekends with family and friends, going to the beach, playing guitar and studying.


               
               


    Christine has been working in the Financial Services Industry for over 5 years. Christine has a wealth of knowledge within the Financial Planning industry. 

    Christine enjoys spending time with her husband and young family. 


               
               


    Consultants

    Mark is a Fellow Certified Practicing Accountant, Registered SMSF Auditor and holds a Public Practice Certificate, Bachelor of Commerce degree and an Associate Diploma in Financial Planning.

    Mark has enjoyed working in Public Practice since 1991 and has a wealth of experience in taxation, accounting, financial planning, wealth protection, superannuation and audit. These days, Mark specialises in holistic planning, business structuring, complex taxation matters and self managed superannuation funds.

    Mark has been with the Practice since settling in Caloundra in 2003 and is also a Partner of Wardle Partners Pty Ltd, who is our associated Accounting practice 

    Mark and his wife Nikki are the proud parents of three beautiful girls. Mark enjoys golf, personal fitness, family time, cooking and red wine.

    Garry is a Fellow of Certified Practising Accountants, a Fellow of the Tax Institute of Australia, a Fellow of the Institute of Company Directors, a Fellow of the Association of Tax & Management Accountants, a Registered Company Auditor and a Registered Tax Agent.

    Garry has worked in the accounting profession for 40 years, where he started out as an Internal Auditor for a large corporation. Garry started what has been a long and successful career in public accounting when he founded the practice of Garry Wardle & Associates in 1982. His experience has covered all facets of public accounting ranging from audit, taxation compliance, complex taxation planning, business valuations, financial planning and wealth protection.

    Garry sold the practice to Mark and Janine in July 2004, now known as Wardle Partners Pty. Ltd., and remains a consultant to the practice. Garry also owns a practice in Mount Isa.

    Garry and his wife Lyn have three children and are proud grandparents. Garry enjoys golf, bowls, reading, travel and red wine.

    Sandy has worked in the financial planning industry since 1982 and the insurance industry since 1967.

    Sandy is a Sub Authorised Representative of Compass Financial Solutions (No. 288115) and enjoys travel, socialising and quality red wine.

    Cameron is a fully accredited Finance Broker and holds the Diploma of Finance and Mortgage Broking Management. Cameron has over 25 years in the finance industry with experience in residential lending, commercial lending and equipment finance.

    After leaving the banking sector in 2006, Cameron has since been operating his own business and uses his own experiences to understand the needs of small business operators.

    Cameron returned to the Sunshine Coast in 2011 after leaving in 1998 to take other job opportunities around Australia. Now settled with his family he enjoys being able to spend more quality time with family and is able to take advantage of the pleasurable weather conditions.

    "I like to provide a service to my clients that is first class and simply treat my clients the way I'd like to be treated, with respect, professionalism & courtesy."
     

    Cameron Blair is an authorised Credit Representative (393194) of Centrepoint Lending Solutions Pty Ltd (ABN 40 100 947 804) | Australian Credit Licence 377711 | www.ausloanco.com.au | info@ausloanco.com.au | 02 9921 6900
               

     

    Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative 278272 (CAR) of Professional Investment Services Pty Ltd,
    ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.