Our team of certified financial planners and administration personnel are passionate about the industry, and delivering exceptional client service. For us, its all about teamwork, attitude and sharing the same vision.

Alison Wills

A qualified certified financial planner (CFP), Alison has many years of experience in private banking and the financial services industry. She focuses primarily on individual and family financial planning from risk management to wealth creation.

Alison comes from a large family and grew up on a farm. So it’s little surprise that she is a big people person who loves cooking and entertaining. She also has a highly creative side and enjoys painting, art and doing pottery.

Married to Paul, Alison has one son, Sebastian, and a stepson, James. The family is passionate about the great outdoors, the mountains and the beach, which Alison calls her happy place. For Alison, there is no better getaway than spending family time at their seaside cottage in Pearly Bay.

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Mark Moir

Mark is a qualified CFP with over 20 years in the financial services industry as an advisor. He enjoys interacting with a variety of clients and focuses mainly on wealth creation and investments. He is the contact person for any complaints and disputes.

Married to Mary, and the father of three active boys, Mark is a committed family man who actively supports all of his children’s pursuits and enjoys family holidays. His favourite word is “consistency” and he applies it throughout his professional side, as well as to all of his hobbies and interests, which include mountain biking, wakeboarding, boxing and surfing.

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Lynne Kimble

Lynne has been practising in the insurance and investment industry since 2001. She holds a CFP qualification and is passionate about building strong relationships with clients across various sectors of the industry including employee benefits [retirement funds and group risk], business owners and private clients.

Her consistently high levels of service and advice ensure that her clients remain informed and well-positioned in this dynamic industry.

Lynne enjoys travelling with her husband Sean and keeps active by hiking and regular gym sessions. She is also well versed in the art of karate.

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The Rest of the Silvertree Team
From Left: Olivia van der Berg, Financial Services Administrator, works for Lynne Kimble; Claudette Blankenberg, Financial Services Administrator, works for Mark Moir; and Heather Silverman, Financial Services Administrator, works for Alison Wills.

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