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

Tracy Cousins, CFP^®

Financial Planner

• 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, CFP^®, CIM, FCSI, PFP

Financial Planner, Investment Advisor & Insurance Representative

• Qtrade Advisor at SunCu Financial Services Inc.^†
• ^​Qtrade Top Advisor Award 2014-2017
• Over 13 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, CFP^®, BA, RIS

Financial Planner, 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.  

Holly McCrone

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

Karly Elliot

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

Isha Raina

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