Our Team



Principal & Financial Adviser

Jill McDougall – Client Services Officer
Loretta Beninca – Client Services Officer
Kaan Askew – Client Administration

We look forward to working with you to achieve your goals.


Principal & Financial Adviser

I have always been interested in using my knowledge to help other people. Before becoming involved in the financial services industry I was working in the natural health industry and helping people with their physical health. The transition to financial services saw my assistance move from their physical health to their financial health. In both instances, the client’s resulting ‘piece of mind’ is the clearest measure of my success.

I really enjoy working with pre and post retiree clients and am very focussed on providing ongoing service that is valuable to the client.


  • Practice Principal & Financial Adviser
    Self-employed – CMA Advice
    October 2012 – Present
  • Financial Advisor,
    August 2008 – August 2012 (4 years 1 month)Sunshine Coast


  • Retirement Planning
  • Income Protection
  • Superannuation
  • SMSF
  • Investments
  • Estate Planning
  • Personal Insurance


  • Kaplan Professional Education – off campus
  • Diploma of Financial Services & Advanced Diploma of Financial Services, Financial Planning and Services
    2006 – 2009

I completed my Diploma & Advanced Diploma off campus and began working as a Paraplanner whilst completing my studies. In 2008 I began advising and completed my Advanced Diploma whilst working as a planner.

  • Australian College of Natural Medicine
  • Diploma of Applied Science, Naturopathic Medicine/Naturopathy 1992 – 1994 James Cook University
  • Bachelor of Science (BS), Chemistry & Biochemistry 1989 – 1991 James Cook University