Our Team
Andrew Doquile,
Director
Andrew has been the Director with CMC since 2017/2018 and has been a business partner of Chris and Ruth for a long time. Andrew has been involved in financial services for 25 years.
He worked together in the early 2000’s and forged a great business relationship.
Andrew formed a strong bond with Chris and the CMC team, as they all shared the same goal – to ensure the sustainability and integrity of CMC Financial Planning.
Jonathan Buob,
Insurance specialist
Jonathan started his financial services career in 2004 and has been advising clients since 2007. He has broad experience across areas such as risk management, wealth creation, investment markets, and industry funds.
Jonathan takes a holistic approach to financial advice and has an acute ability to see the whole picture. With a young family, he truly understands the financial challenges that other young families face and is passionate about helping them navigate their way through those challenges.
jess cowan,
head of advice/client management
Jess has been a dedicated member of CMC Financial Planning for over five years. She currently holds the position of Provisional Adviser, having successfully completed her Graduate Diploma of Financial Advice. In addition, Jess has a strong academic background, with a degree in Economics from the University of Tasmania (UTAS).
At our Launceston base, Jess plays a pivotal role in delivering comprehensive financial advice to our clients. Her responsibilities are diverse and encompass a wide range of areas, including client services, paraplanning, compliance, and management. Jess's expertise and commitment ensure that our clients receive tailored, professional advice that meets their unique financial needs and goals. Her dedication to excellence and continuous learning makes her an invaluable asset to our team.
Arjun shrestha,
Senior client services officer
Arjun has worked in a Client Services role for more than 5 years. He holds a Master’s Degree in Professional Accounting from the Australian National Institute of Management & Commerce. He is on his way to completing a Graduate Diploma of Financial Planning. Arjun is looking forward to completing his Professional Year in the not-too-distant future as his long-term goal is to qualify as a licensed Financial Adviser.
Arjun joined the CMC team in 2022 as a Senior Client Services Officer, bringing his experience and dedication to providing exceptional service to our clients. Arjun works closely with our Senior Advisers to ensure the highest standards of financial services are met.
Arjun came to Australia as an international student and once he completed his studies, he relocated to Tasmania. During his leisure time, he enjoys hiking, and volunteering in the community-based organisations.
Sophie Clarke,
client services officer
Sophie is the newest member of the CMC Financial Planning team, having been with us for the past year as a Client Services Officer. With five years of extensive experience in client services, Sophie is the friendly and knowledgeable first point of contact you will encounter when calling our office. Her exceptional communication skills and dedication to client satisfaction make her an invaluable asset to our team.
Sophie is committed to providing our clients with the highest level of service and support, ensuring that every interaction is positive and productive. Whether you have a simple inquiry or require more comprehensive support, Sophie is here to help, ensuring that your journey with CMC Financial Planning is smooth and successful.