Our Team
Our qualified and experienced advisers along with our dedicated support team are here to assist you along your financial journey.
Our Team
Robert and Maryjay form the team at Future Life Plan. They have been together since 1995 and they have 4 children.
Robert has been a licensed financial adviser since 2007.
Before Robert and Maryjay entered the world of Finance, they previously held management and senior management roles in the hospitality industry. Through this high pressure, demanding and ever changing environment they gained the knowledge and importance of providing a level of service that is of high quality, efficient and personable.
After receiving bad advice from two advisers, Robert studied financial planning to improve his family finances. Whilst undertaking his studies he soon realised he was not the only one that needed financial advice. Robert was excited about the opportunity to make a positive change in people’s lives to enable them to take control of their finances and achieve their goals.
Being a part of their clients success has been a truly humbling and rewarding experience for Robert and Maryjay.
Robert McDonald
Financial Adviser
Qualifications
- Advanced Diploma of Financial Planning.
- Accredited Self Managed Super Fund adviser.
- Certificate IV in Finance and Mortgage Broking
- Diploma Of Finance/Mortgage Broking Management
- Commissioner of declarations.
- Registered Tax(financial adviser)
Memberships
- Queensland Justice Association (QJA).
- Tax Practitioners Board
More
- Robert has been a licensed financial adviser since 2007
- Robert and Maryjay form the team at Future Life Plan and have been together over 30 years, together they have 4 children.
Maryjay McDonald
Administration
Dedicated to keeping our financial planning workflows running smoothly and accurately. Managing an office by day and a busy household of six means my coordination skills are always sharp, and I love using my downtime to unwind with creative sewing and art projects.
Qualifications
- Diploma in Business Management
- Diploma of Financial Planning.
- Advanced Diploma of Paraplanning
Debbie Anderson
Debbie Anderson began working in the financial services industry in 2003.
Debbie has experience and a genuine passion for helping clients achieve financial confidence.
She enjoys helping clients navigate retirement planning, superannuation, investment and wealth management strategies, providing clear and practical advice tailored to their individual needs. Debbie takes pride in building trusted relationships and supporting clients through every stage of their financial journey.
Qualifications
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
- Completed the FASEA Financial Adviser Exam
Emily Matai
Emily Matai has been part of the Financial Planning industry since 2013, supporting Financial Planners and specialising in superannuation administration. She enjoys helping things run smoothly behind the scenes and takes pride in providing friendly, reliable support to both advisers and clients.
Outside of work, Emily loves spending time with her family and friends. With an energetic toddler keeping her busy, you’ll often find her at the beach, visiting local playgrounds, or exploring somewhere new on the weekend.
Qualifications
- Diploma in Financial Planning
- Cert IV in Finance and Mortgage Broking