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.
Axis 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; nor are we aligned with any other financial institution. 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.
Axis Investment Centre is a Member of the Association of Financial Advisors.
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.
Sam Elliss – Adviser
Sam has a diploma of Financial Planning from the International Institute of Technology, and is currently completing a Commerce Degree majoring in Economics from Curtin University in Perth.
Sam has previously worked in a locally owned family accounting business for a number of years and has recently come aboard the Axis team as a qualified Financial Adviser. (ASIC no 441884)
Sam works in the Townsville Office.
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.
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 6 years. Matt’s areas of expertise are insurance, superannuation and retirement planning. He is passionate about helping people achieve and protect their dreams.
Matt works in the Brisbane West Office.
Tania Cropper – Adviser
Authorised Representative number is 400672. Tania holds a Diploma in Financial Planning (obtained from Financial Planning Association), a Diploma in Financial Services and Advanced Diploma in Financial Services. Tania previously worked as a financial planner for a national financial institution for over 10 years, and was in charge of Compliance for her geographic area.
Tania’s area of expertise is superannuation, retirement planning and Centrelink. Tania maintains an Associate Membership with FPA.
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.