Our Financial Planning Team
You can rely on your Newcastle Permanent Financial Planner to give you sound, personalised, strategic advice.
Newcastle Permanent's financial planners are accredited, qualified and trained to give quality advice on a broad range of financial issues.
When recommending financial products they will take into account the benefits provided, any fees or charges, flexibility, service and financial strength, along with your personal requirements, lifestyle goals and risk tolerance.
Our planners can meet with you at your local Newcastle Permanent branch or a convenient location.
With a Newcastle Permanent financial planner it's all about convenience, choice and making life easier for you.
Geoff Walker
As manager of Newcastle Permanent Financial Planning, Geoff has over 30 years experience in a variety of roles within the financial services industry. He has a range of qualifications in the areas of financial planning, managment and business. Geoff is a "fellow" of the Financial Services Institute of Australasia and member of a number of professional organisations.
Chris Latimer
As technical services manager of Newcastle Permanent Financial Planning, Chris has 20 years of knowledge and experience in the financial service sector. Chris is well qualified in all aspects of financial planning including wealth creation, superannuation and life, business and income protection insurance.
Mark Reeson
Mark is a Certified Financial Planner (CFP) and has been advising clients on their financial planning needs for over 20 years. Mark is a member of the Financial Planning Association, holds a Diploma of Financial Planning from RMIT and a Certificate in Financial Markets from the Securities Institute of Australia.
Allen Claxton
Allen has been a financial planner in the Hunter Region since 1997 and is experienced in all aspects of financial planning. He has an Advanced Diploma of Financial Services in Financial Planning.
Alex Jenkins
Alex is experienced and well qualified to assist members with their financial planning needs, having a background in Accounting and Tax, and a Diploma of Financial Services in Financial Planning. Alex is also currently studying for his Masters in Financial Planning.
Annette Korotkich
Annette has extensive experience in the Banking and Finance industry that spans more than 12 years. She is a member of the Financial Planning Association and holds a Masters of Business Administration and an Advanced Diploma in Financial Planning.
Anthony Hindmarch
Anthony's extensive experience with the Banking and Finance industry is backed by numerous qualifications including a Bachelor of Business, Bachelors in Financial services, Business Management and Accounting and he is a member of the Golden Key Honour Society.
Darryn Thode
Darryn has over 19 years experience in the Financial Services industry including the past 8 years in Financial Planning. Darryn has an Advanced Diploma of Financial Planning, a certificate in Financial Markets and is currently completing his Certified Financial Planner accreditation. Darryn is also a member of the Financial Planning Association and Financial Services Institute of Australasia.
Julie Tancred
Julie has over 7 years experience in Financial Planning. Julie has an Advanced Diploma of Financial Planning and has commenced her Masters of Financial Planning. Julie is also an affiliate member of the Financial Planning Association.
Jane Hillman
Jane has over 12 years experience within the financial services industry. Jane is a member of the Financial Planning Association and has an Advanced Diploma of Financial Planning, along with qualifications in accounting and management. Jane is currently completing her Bachelor of Business, majoring in Financial Planning.
Todd Davis
Todd has over 17 years experience in the financial services industry and has been providing advice to his clients on their financial planning needs since 1997. Todd has completed the Diploma of Financial Planning and holds the designation of Certified Financial Planner (CFP) through the Financial Planning Association.
Lee Emery
Lee has worked in the financial services industry for more than 20 years, obtaining financial planning experience both here and overseas over the past six years. During this time, Lee has built upon his practical knowledge through the attainment of the Advanced Diploma of Financial Planning.
Here's some more information for you: Any advice on this web page has been prepared without taking into account your objectives, financial situation or needs. You should consider the appropriateness of the advice having regard to your personal circumstances. You should consider the Product Disclosure Statement before deciding whether to acquire or to continue to hold this product.