Name of Employee: Hugh Roe O’Donnell

Title: Executive Chairman

Information on Employee: Hugh O’Donnell has worked in the financial services industry for over 30 years; beginning in 1968 with five years at a merchant bank in London, then in Superannuation, Investment and Risk Insurance from 1977 in Queensland. Hugh established Donegal Financial Planning as a Licensed Dealer in Securities in 1999, which then transitioned to its new Australian Financial Services License in July 2003.

As Managing Director and a Representative of Donegal Financial Planning, Hugh can advise clients on risk management, estate planning, investment selection, taxation strategies and superannuation.

Hugh has developed a strong following in the corporate and professional market, especially in the last 20 years in corporate superannuation and corporate group risk insurance portfolios.

Hugh has a thorough understanding of the operations of the share market and financial planning processes and concepts. Hugh has established long term relationships with his clientele by providing the best of professional advice and personal service, and continues to follow this tradition.

Hugh Roe O’Donnell, Diploma of Financial Services, Tiers 1& 2

Representative of Donegal Financial Planning Pty Ltd

Name of Employee: Anthony Brian Isaac

Title: Chief Executive

Information on Employee: Anthony Isaac has worked in the financial services industry for over 7 years with a well-recognised and respected group of financial planners in the private sector. He joined Donegal Financial Planning Pty Ltd as the Senior Financial Planner in 2002.

Anthony has a Bachelor of Applied Science from the Queensland University of Technology and a Diploma of Financial Planning from Deakin University. Anthony holds the internationally recognized Certified Financial Planner designation and is a member of the Financial Planning Association of Australia. With this affiliation and his extensive experience in the financial services industry, Anthony is well qualified to help clients achieve their financial goals.

Anthony is committed to building long-term relationships with his clients and providing them with the best in professional advice and personal service.

As a Representative of Donegal Financial Planning Pty Ltd, Anthony is able to assist clients with investment selection and taxation strategies, superannuation advice, as well as estate planning and risk management.

Seeking professional help to achieve your financial goals is an important investment in your future. We are committed to working with you to define your goals and to construct a financial plan designed to meet your requirements. The recommendations and advice you receive will be based on thorough research.

Anthony Isaac is a Representative of Donegal Financial Planning Pty Ltd

Name of Employee: Hassan Moogoey

Title: Financial Planner / Practice Manager

Information on Employee: Hassan Moogoey * joined Donegal Financial Planning Pty Ltd full time in January 2004 in the role of Associate Planner.

Hassan graduated from Griffith University in December 2003 with a Bachelor of Commerce majoring in Accounting and Information Technology and Science and a Masters of Financial Planning. Hassan is compliant and authorised to advise and help clients achieve their financial goals.

As a Representative of Donegal Financial Planning Pty Ltd, Hassan is able to assist clients with investment selection, taxation strategies, personal / corporate superannuation and personal / corporate risk management.

Seeking professional help to achieve your financial goals is an important investment in your future. We are committed to working with you to define your goals and to construct a financial plan designed to meet your requirements. The recommendations and advice you receive will be based on thorough research.

Name of Employee: Chris Enbom

Title: Associate Planner

Information on Employee: Chris Enbom joined Donegal Financial Planning Pty Ltd full time in January 2007 in the role of Associate Planner.

Chris graduated from QUT in December 2006 with a Bachelor of Business majoring in Economics and Banking and Finance. Chris is compliant and authorised to advise and help clients achieve their financial goals.

As a member of Donegal Financial Planning Pty Ltd, Chris assists the senior planners with investment selection and taxation strategies, superannuation advice, as well as estate planning and risk management.

Chris’s duties include assisting with the delivery of high level financial planning support and the preparation of research and advice to clients.  This involves preparing strategic financial and risk plans, to assist with implementing and achieving a client’s overall goals.

Name of Employee: Amy (Yu-Feng) Song

Title: Associate Planner

Information on Employee: Amy Song joined Donegal Financial Planning Pty Ltd full time in March 2007 in the role of Associate Planner.

Amy graduated from Griffith University in December 2005 with a Bachelor of Commerce majoring in Accounting and Master of Financial Planning. Amy is compliant and authorised to advise and help clients achieve their financial goals.

As a member of Donegal Financial Planning Pty Ltd, Amy assists the senior planners with investment selection and taxation strategies, superannuation advice, as well as estate planning and risk management.

Amy’s duties include assisting with the delivery of high level financial planning support and the preparation of research and advice to clients.  This involves preparing strategic financial and risk plans, to assist with implementing and achieving a client’s overall goals.