See your financial picture with clarity and confidence
Our dynamic team of Advisors are here to help.
Our Advisors will:
- Help you navigate the complexities of the investing world
- Help create your balance with our range of investment products
- Consider your entire picture to make the right recommendations
- Take into consideration unique situations like self employment, investment property, disability or succession planning
- Meet at your convenience and find the best plan for you
We’ll also help you:
- Retire with ease
- Manage risk
- Optimize taxes
- Save for education
- Save for a major purchase or life event
- Donate to your charity of choice
- Protect your assets
- Plan your estate with smart advice
When to choose a SCCU Advisor.
If you're seeking strategic savings advice and unique investment options, trust our Advisors to guide you in the right direction. Advisors are available in-branch or they will meet you wherever you happen to be.
When to choose a SunCu Advisor.
Investors focused on retaining and building their wealth trust the financial experts at Sunshine Coast Credit Union’s wealth management subsidiary, SunCu Financial Services Inc. They are there to help you develop a comprehensive financial plan built on a variety of investment options.
Meet your SunCu Advisors
Tracy Cousins, CFP®
- Investment Advisor & Insurance Representative
- Qtrade Advisor at SunCu Financial Services†
- 30+ years experience in Financial Services
Tracy helps clients:
- Achieve a state of affluence: independence, peace of mind, and the ability to make confident, purposeful financial decisions
- Consider their entire financial and personal situation holistically, from their taxes to their estate wishes
John Georgescu, CIM, FCSI, PFP
Financial Planner, Investment Advisor & Insurance Representative
- Qtrade Advisor at SunCu Financial Services Inc.†
- Qtrade Top Advisor Award 2014-2017
- Over 10 years experience advising clients and members
John helps clients:
- Tailor traditional or sophisticated investment strategies to meet their specific needs
- Build a holistic plan that maximizes their financial resources, reduces debt, and provides solutions to achieve the financial goals and dreams that are most important to them
Muirgheal Bascia, BA, RIS
Investment Advisor & Insurance Representative
Qtrade Advisor at SuncCu Financial Services
Over 15 years global experience in the Financial Industry
Specialized in Socially Responsible Investing
Muirgheal helps clients:
- Maintain financial security throughout life changes while capitalizing on the transition to more sustainable solutions for their personal situation as well as their community and the environment.
- Implement a financial plan tailored to their needs and aligned with their values, then keeping them on track to achieve their goals by revisiting their investment strategies on a regular basis.
Get in touch with Muirgheal:
Meet your SCCU Mobile Financial Service Advisors
Mutual Fund Representative*
Financial Service Advisor since 2016
- Raised on the Sunshine Coast
Holly helps members:
- By guiding their financial well-being through service and expert advice, where and when they need it
- Determine an investment portfolio to achieve their goals
Mobile Mortgage Advisor
- Mobile Financial Service Advisor since 2013, Sunshine Coast local since 2010
- 10 years working with SCCU
Karly helps members:
- Achieve financial wellness through tailored advice.
- Save time by being quick, efficient, and available outside of regular banking hours
Mutual Fund Representative*
- Financial Service Advisor since 2016
- Able to assist members in English, Hindi, and Punjabi
Isha helps members:
Through patient conversations and asking goal oriented questions
Target what's important to them and works with them to achieve results