About Us

Our mission is to help our clients achieve their financial objectives and reach their most important life goals by providing: appropriate, sound, straightforward and unbiased financial planning advice.

Financial Planning TownsvilleAxis is a privately owned Australian company that has many years experience in providing superannuation, financial planning, broking, investment and insurance advice. Axis represents an opportunity for you to utilise this experience in enabling you to build an improved financial position.

Axis Investment Centre is licensed under Australian Financial Services Licence No 288193 to provide advice on a wide range of financial products, including superannuation, direct shares, managed funds and risk insurance.

We are Queensland owned and not part of any group of companies. We have a long history with an office presence in Queensland of more than 40 years. We have offices in Brisbane and Townsville, and personally service clients in Townsville, Cairns, Mackay and throughout South East Queensland. Over that time, we have built up and assisted a client base of several thousand, many of whom have been with Axis for many years.

We measure our success by the longevity of our relationships with our clients. Similarly, our clients measure their relationship with Axis against the value of our advice, and the successful implementation and outcomes of that advice.

Who we are

Justin Pascoe – Director

Justin has a Bachelor of Commerce Degree from James Cook University, a Graduate Diploma of Investment Analysis from the Securities Institute of Australia and is an Associate of the Securities Institute of Australia. Justin has over a decade of experience in the stockbroking and financial planning profession. (ASIC no 258517).

Justin works in the Townsville Office.

 

Bernie Goldie – Director

Bernie has a Bachelor of Economics Degree from James Cook University, a Graduate Diploma of Financial Planning from the Securities Institute of Australia and is an Associate of the Securities Institute of Australia. Bernie has over a decade of experience in the stockbroking and financial planning profession and over thirty years experience in the trust industry. (ASIC no 258518)

Bernie works in the Townsville Office.

Tim Klingner – Senior Financial Adviser

Tim has a Bachelor of Business Administration from Southern Cross University, a Diploma of Financial Services (Financial Planning) from Kaplan Australia.  Tim is a former military officer who brings military precision to financial planning.  Tim has over a decade in direct equity investment experience and is an award winning financial planner.  (ASIC no 467447)

Tim works in the Townsville Office.

 

 

Charles Banks – Senior Financial Adviser

Charles BanksAuthorised Representative Number 290354.  Charles has a Bachelor of Business Financial Planning from RMIT University and a Diploma of Business Banking and Finance from Swinburne University.  Charles has over seventeen years experience in the Financial Services Industry.

 

 

 

Mark Spicer – Partner

Authorised Representative number 292830. Mark has a Bachelor of Commerce Degree from University of Natal (South Africa), is a registered member of CPA Australia and a Senior Associate of the Financial Services Institute of Australasia (FINSIA). Mark specialises in insurance and superannuation, and he holds close to 10 years experience in the field of financial planning and related services.

Professional Profile – Mark Spicer

Mark works in the Brisbane West Office.

Matt Lashbrook – Senior Financial Adviser

Authorised Representative number 436609. Matt holds a Diploma in Financial Services (Financial Planning) and is currently completing his Advanced Diploma of Financial Services (Financial Planning). Matt has previously worked as a financial planner for several national financial institutions for over 7 years. Matt’s areas of expertise are insurance, superannuation and retirement planning. He is passionate about helping people achieve and protect their dreams.

Professional Profile – Matt Lashbrook

Matt works in the Brisbane West Office.

Axis Administration Team

Whether a new client or an existing client your administration needs are catered for by a group of experienced administration professionals. Each administration officer is trained to assist you with your enquiry and see that your requests are processed as efficiently as possible. Our administration staff are educated in a broad range of fields to ensure that regardless of your investment, your first point of contact can help you on your way to resolving your enquiry.

Brisbane North Office

Mike Franklin (authorised representative)

Authorised Representative number 259337. Mike has been a licensed financial planner for 12 years. He also has extensive business management experience.

Mike works in the Brisbane North Office.