WELCOME TO PRESIDIO

Through your lifetime you will face a complex range of financial choices.

Continual shifts in business and property markets, regulatory changes and financial options will require you remain diligent in keeping up with what are the best solutions for you and your business.

 

Let us help. At Presidio, our product knowledge, educational focus and commitment to understanding your unique needs ensure you’ll make the right financial choices for you and your business. We search for deeper insights into how you operate so we can offer you more valuable advice and solutions. Our tailored, carefully considered solutions will help you cut costs, improve profitability and create the lifestyle you’re searching for.

MEET THE TEAM

Jason Cook

Director, Presidio Group
Wealth Advice

 

T 07 3391 7199

E jason@presidiofc.com.au

Jason Cook is co-founder, owner and Director of the Presidio Group. Jason sits on the Board of Directors at WB Financial Management, which has 12 offices Australia-wide and oversees $500m in funds under management (FUM). Jason is also a Director on the Board of a technology-driven business with over $200m in FUM. Jason is the co-author of the Amazon best-selling book, Bullet-Proof Business, and has been published in numerous featured editorials. Jason is an accredited Self-Managed Superannuation Fund (SMSF) Specialist Adviser and is passionate about SMSF as a vehicle for wealth creation. Jason is a Financial Adviser who believes in building strong, long-term relationships with his clients to achieve their lifetime goals and objectives. Jason wants everyone to benefit from having a financial coach to assist them in moving towards their financial independence.

Shayne Cook

Business Development

Credit and Property Advice

 

T 07 3391 7055

E shayne@presidiofc.com.au

Shayne Cook is a co-founder of the credit division and is a Business Development Manager for the Presidio Group. Since 2001, Shayne’s background is in finance and property, having worked previously for a boutique mortgage brokerage; along with one of Australia’s major banks as a Lending Manager in the Brisbane CBD.

 

Shayne is a co-author of Bullet Proof Business and is an expert in lending advice for business owners, investors and those looking for financial education. Shayne leads business development for the finance consulting, property and lending division of the business.

 

Shayne holds a Diploma in Finance and Mortgage Broking Management and has personally overseen property and business finance transactions in excess of $350 million. He has an eye for what works and what doesn’t. A challenging proposal is fun --most of the time! Shayne has a passion for educating customers to help them make good financial decisions and ensuring that Presidio is a place they can openly discuss finances, knowing they will always be given honest, professional and transparent advice.

 OUR SERVICE SPECIALITIES

    Finance Consulting

  • Commercial and Business Loans
  • Home Loans and Investment Loans
  • Construction / Development Finance
  • Vehicle Finance
  • Equipment Finance
  • Business Growth / Cashflow
  • Self Managed Super Fund Borrowing
  • Ongoing Credit Advice
  • Ongoing negotiation with your finance providers

 

    Financial Services

  • Cash-flow Management
  • Debt Management
  • Estate Planning
  • Investment Management
  • Life/Income Protection
  • Lifestyle Funding
  • Wealth Creation and Planning for Financial Independence
  • Buying a home
  • Superannuation
  • Working with your Business

 

   Our affiliate services

  • Accounting
  • General Insurance
  • Legal and Conveyancing
  • Building and Pest
  • Depreciation Schedules
  • Property Management
  • Real Estate Sales

Gary McAuliffe

Credit and Property Support

T 07 3391 7055

E gary@presidiofc.com.au

Gary McAuliffe has served in a variety of roles within the Finance Industry (CBA, Mortgage Choice, Suncorp amongst others). Building relationships is his main passion.

 

Gary’s key role is to ensure credit and property transactions move from start to finish as smoothly as possible and to deliver on our customer care program.

 

Gary knows all the ins and outs of the finance process and will always go that extra mile. Gary holds a Cert IV in (finance/ mortgage broking management) and is also a registered Justice of the Peace which can be extremely helpful when it comes time to sign documentation!

Gavin Blaine

Finance Consultant

T 07 3391 7199

E gavin@presidiofc.com.au

Despina Cook

Practice Manager

T 07 3391 7199

E despina@presidiofc.com.au

Despina is co-founder of the Presidio Group and has experience in the banking, financial services and planning industries since 2001.

 

Despina's background includes commercial finance with a major international bank; and prior to that, in high-value banking with one of Australia’s leading banks.

 

Despina’s role is to ensure that office processes always run at peak efficiency. Despina holds a Bachelor of Business Management (UQ).

Nigel Gralton

Associate Wealth Advice

T 07 3391 7199

E nigel.gralton@wb.com.au

INDUSTRY AFFILIATIONS

Gavin has a strong background in both residential and commercial broking.  Since 2007, Gavin has assisted a broad range of clients with both their personal and business finance needs.

 

Working closely with clients is incredibly important to Gavin, as he is passionate about developing relationships with customers and helping them to achieve their financial goals.

 

Brokering, and having worked for different banks over the years, Gavin understands the requirements and policies across the industry; and knows the importance of structuring the deal and placing it with the right finance company to assist clients.

 

Gavin holds a Bachelor of Commerce; a Certificate IV in Finance and Mortgage Broking; and is a Credit Adviser, accredited via the Mortgage and Finance Association of Australia (MFAA).

Nigel is a dedicated associate to Jason and holds a Bachelor of Business and Commerce. He has experience in the finance and hospitality industries. He is a crucial part of the financial services team, delivering the fulfillment of advice.

 

Nigel is an Authorised Financial Advisor and is passionate about being part of an industry that has such a capability to change people’s lives for the better.

Georgene supports Jason and Nigel in the delivery of wealth advice. Georgene is vital in ensuring our numerous providers and financial partners are on point in delivering to our clients.

 

Prior to joining the Presidio team, Georgene spent 10 years as an administrator in Brisbane and another 5 years in the UK. A former dental assistant, Georgene is the health fanatic of the office and ensures we all eat healthily.

Presidio Group Level 1, 32 Logan Rd, Woolloongabba Qld 4102 | PO Box 1186, Coorparoo DC Qld 4151

p 07 3391 7055 | f 07 3217 3310 |

Presidio Finance Consulting is the holder of Australian Credit License (ACL) 391109. Presidio Financial Services Pty Ltd trading as WB Financial is an Authorised Representative of Financial Wisdom Pty Ltd, ABN 70 006 646 108, with Australian Financial Services License (AFSL) 231138.