financial planning team

Fraser Holt


Professional Qualifications

Bachelor of Business (Accounting)

Chartered Accountant (CA)

Certified Financial Planner (CFP)


Fraser was appointed partner in 1997 and provides premium advice for clients in both taxation and financial planning. Fraser believes in continuous improvement and learning, ensuring that he and his team keep their skills honed and up-to-date to maintain the quality of their advice.

Fraser serves on a various boards including his local church. He serves on investment committees and charitable organisations.

Outside of work he enjoys reading, playing the piano and taking the opportunity to get some exercise.

Roslyn Schnerring

Financial Planner/Manager

Professional Qualifications

Bachelor of Business (Accounting)

Diploma of Financial Services

Graduate Certificate in Financial Planning

Certified Practicing Accountant (CPA) Financial Planning Specialist


Roslyn is a Senior Financial Planner in our financial planning department. Creating the best outcome with a simplified financial life is always her goal with any client. Her plans incorporate, where applicable strategies that consider tax, super, and other company or trust structures to optimize clients' financial positions.

Developing long-term relationships with her clients is important to Roslyn as she is interested in knowing the person behind the numbers.

Roslyn's diverse background of Corporate multinational accounting, Treasury services, auditing and tax allows her to provide superior service in a broad spectrum of financial services, especially for helping clients with complex financial situations. She continues to be an avid learner and regularly attends seminars to keep abreast of the latest investment opportunities and changes in legislation.

Married with three busy teenagers, Roslyn enjoys spending leave time with her family, baking and cultivating a native garden at her home.

Chitty Mahanivong

Snr Para Planner

Professional Qualifications

PhD in Molecular Biology

Diploma in Financial Services


Dr (Chitty) Mahanivong obtained a PhD in Molecular Biology from Melbourne University in late 2002. After a five year postdoctoral stint in California, she returned home to Australia and began her second (and most enjoyable) career as a stay at home Mom.

In 2011 Chitty returned to study, graduating with a Diploma in Financial Services and obtained her RG146 accreditation. She is dedicated and diligent in providing paraplanning services to planning clients. She adopts the same analytical and attentiveness for clients in the financial planning arena as she does in the science field. These philosophies allow her to better service and support the team and the clients.

Outside of work Chitty has a busy schedule keeping up with her husband & two children and trying to find time for gardening, reading and the occasional workout.