Meet the team . . .

Luke - Finance Ninja
Luke - Finance Ninja
Luke - Finance Ninja
Luke is the Owner and Director of COCO. He has had many and varied experiences in the Accounting and Financial Planning fields. Luke has worked within government tax agencies before moving into the public practice area of Accounting and Financial Planning. He has enjoyed working in rural areas of NSW, becoming experienced in country and farming issues as well as the more standard matters relating to individual taxation and business operation. In 2007 Luke relocated to the coast and later established FSG Shellharbour, which has now rebranded to become COCO .
Email: luke@cocoaf.com.au
Lauren - Peace Pilot
Lauren - Peace Pilot
Lauren - Peace Pilot
Lauren is experienced in administration and is interested in people and communication. She is an alumni of the University of Wollongong, Charles Sturt University and the University of New England. In her role as Projects Supervisor at COCO she assists with the general running of the business. Lauren takes on a range of projects relating to business development, networking, public relations, training and compliance. She also supports in the administration division and processes client feedback.
Email: lauren@cocoaf.com.au
Rochelle - Superannuation Samurai
Rochelle - Superannuation Samurai
Rochelle - Superannuation Samurai
In her position as Accountant in our team, Rochelle brings her many years of experience in traditional accounting firms. Rochelle has spent the last several years honing her skills in online accounting. Her particular areas of specialisation include Superannuation, Self Managed Super Funds and Individual Tax Returns.
Email: rochelle@cocoaf.com.au
Melinda - Computing Comrade
Financial Planning Services Australia
Melinda - Computing Comrade
In her role as Administrative Assistant, Melinda builds on her previous experience in the legal field and contributes to our administrative processes. Her friendly and helpful persona will put you at ease as she helps you out with any administrative queries.
Email: melinda@cocoaf.com.au
Sue - Admin Admiral
Sue - Admin Admiral
Sue - Admin Admiral
Sue has joined our team in the role of Administrative Assistant. She uses her skills gained in several administration courses to further the effectiveness of our administration procedures. With her easy going nature and eagerness to help, Sue makes a great addition to the COCO Team.
Email: susan@cocoaf.com.au
Lola - Support Senorita
Lola - Support Senorita
Lola – Support Señorita.

In her position as Projects Officer, Lola assists in a range of tasks relating to public relations, market research, training and compliance. She has had extensive experience both here and abroad in both the retail and hospitality industries and has a strong understanding of business and communication. With her flare for creative thinking Lola contributes heavily to the focus on FUN we maintain here at COCO.
Email: lola@cocoaf.com.au

UOW Interns
We regularly take on interns from the University of Wollongong. Internships are only offered to candidates who represent the highest calibre of professionals-in-training. Closely supervised, they contribute effectively to our team for periods of 6 to 14 weeks.

For more information on the University of Wollongong - Business Faculty visit http://business.uow.edu.au/index.html
Craig Mowbray
Craig has established Be There Financial Services after 15 years experience in the financial services industry. He has a thorough understanding of banking institutions and all loans processes. Operating in part out of our offices in Shellharbour City Centre, Craig offers information and support additional to our Financial Planning services. With access to over 25 lenders, Craig can set you up with the right loan for your next move.

Craig's standard response is
It's never a no - it might just be a not now, but here's how.
You can contact Craig directly via the details below or through our office.

Email: craig@betherefs.com.au
Visit: www.betherefs.com.au/
 

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