Our Team

Brett brings over 13 years’ experience to the Markey Financial Services team, delivering high quality financial services to clients. Brett feels strongly about helping his clients to achieve more security, flexibility and confidence by providing specialised financial planning, superannuation, insurance and succession planning advice services. As a strategic financial adviser, Brett’s key focus is to utilise and build on the strong technical skills he has developed during his career to consistently provide an exceptional client experience.

Brett’s educational qualifications include:
• Bachelor of Business (Economics)
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Justice of the Peace

Brett’s industry membership include:
• Financial Planning Association (FPA)
• Association of Financial Advisers (AFA)
• Financial Ombudsman Service Limited

Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:

• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance

Lisa’s professionalism and attention to detail has contributed to the success of Markey Financial Services since 2004.
Lisa is a trusted administrator who uses her extensive knowledge and experience to enable all aspects of the Markey business achieve successful outcomes for all clients.
Lisa also uses her extensive organisational skills to ensure accurate and efficient support to Markey Financial Planners, Brett Cruden and Cody Lucas.

Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:

• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance

Cody brings over 3 years experience to the Markey Financial Services team, delivering high quality Strategic Financial Advice to clients. Cody is passionate about helping his clients to achieve their financial goals/objectives. Cody’s key focus is to build strong relationships and ensure his clients engage and understand every step of the financial planning process.

Cody’s Qualifications include:

• Bachelor of Commerce (Finance)
• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• Certificate IV in Finance & Mortgage Broking
• Justice of the Peace (JP)

Cody’s Industry Memberships include:

• Financial Planning Association (FPA)
• Financial Ombudsman Service Limited

Our Financial Services team is Licensed to provide Personal Financial Advice in the following areas:

• Superannuation/Investment Advice
• Retirement Planning
• Budget/Cashflow Management
• Debt Management
• Personal Insurance
• Business Insurance
• Estate Planning
• Centrelink/DVA Assistance