Our Financial Planning Team
You can rely on our Financial Advisers to give you sound, personalised, strategic advice.
Our Financial Advisers 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 advisers can meet with you at your local Newcastle Permanent branch or a convenient location.
With our Financial Advisers it's all about convenience, choice and making life easier for you.
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.
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 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 has been a Financial Adviser 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 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 also holds a Masters in Financial Planning.
Andrew has been a Financial Adviser since 2001, with extensive experience in insurance solutions and investments both domestically and internationally. He has built upon his practical experience with the attainment of the Advanced Diploma of Financial Services – Financial Planning and a Business Degree from the University of Newcastle. Andrew is also a member of the Financial Planning Association.
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 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.
Ruth has worked in the financial services industry for more than 20 years, with 10 years experience specifically in financial planning. Ruth has attained her Advanced Diploma in Financial Services (Financial Planning), so in addition to her extensive experience and practical knowledge, Ruth also has the qualifications to help ensure you get sound advice.
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.