07 4638 5660

7 Thomas Street, Toowoomba QLD

About Us

Chris Kelso

Senior Loans Manager/Partner

Chris joined the group in 2001 after having a long successful career with Westpac spanning 22 years.

His experience in all facets of lending and a dedicated strong focus on customer service and customer loyalty has evolved into a strong clientele who utilise Approveits services over and over again.

With runs on the board, Chris was appointed as partner of the group in 2004.

Chris is a fully qualified Credit Advisor with MFAA and has a diploma in Financial Services - Finance and Mortgage Broking Management.

Terry Whitehouse

Property Coordinator

Terry has been associated with Achieveit Financial Planning since (its inception) 1997. Terry has over 20 years experience in many forms of finance.

His primary role in the group is the project management of the construction of investment properties on behalf of our clients. Terry is responsible for the acquisition of suitable land, obtaining suitable finance packages and overseeing the construction process on behalf of the clients.

Terry is a fully qualified Credit Advisor with the MFAA. Terry is a specialist in this area gaining his "Blue Card" accreditation early in 2006. He has a Diploma in financial Services - Finance and Mortgage Broking Management.

 

 

Naomi Alletson

Financial Planner/Partner

Naomi works side by side with Chris and Terry within Achieveit Financial Planning and has 9 years experience as a planner and has been involved in the finance industry since 1994.

After taking over the company, with Partner Chris in 2008, Naomi has been working diligently on continually improving her standard of service for her clients.