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BSB 650 000

Meet the team

Whatever your financial goals, we have the team to help you get there.

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Let us introduce you to some of the members of our Financial Planning team.

With well over 30 years’ experience within the financial services industry, and a range of qualifications in financial planning, management and business, Geoff is passionate about helping plan your financial future, ensuring the team provides a professional, informative and consistent level of service.

Geoff is also a "fellow" of the Financial Services Institute of Australasia and member of a number of professional organisations.

Chris has 20 years’ experience in the financial service sector, and is well qualified in all aspects of financial planning including wealth creation, superannuation and life, business and income protection insurance.

Chris’ particular interest is for the provision of structured, compliant and appropriate advice from each of our Financial Advisers.

Allen has been a Financial Adviser in the Hunter Region since 1997 and is experienced in all aspects of financial planning. Allen likes to focus on new developments and requirements in an ever-changing financial planning world.  He has an Advanced Diploma of Financial Services in Financial Planning and is a member of the Financial Planning Association.

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) and is a member of the Financial Planning Association. In addition to her extensive experience and practical knowledge, Ruth has the enthusiasm and the qualifications to help ensure you get sound advice.

With an Advanced Diploma of Financial Services in Financial Planning and a Masters Degree in Financial Planning, Alex is experienced and well qualified to assist members with their financial planning needs. Alex is also a member of the Financial Planning Association, enjoys his involvement in the local community and helping clients to achieve their financial goals.

Andrew has been a Financial Adviser since 2001, with extensive experience in insurance solutions and investments both domestically and internationally. He also holds an Advanced Diploma of Financial Services – Financial Planning and a Business Degree from the University of Newcastle. Andrew is a member of the Financial Planning Association and enjoys providing customers with an all-encompassing solution to help their financial needs.

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 qualifications issued by the Financial Planning Association. Todd likes to focus on helping people to achieve positive results through education and application.

Lee has worked in the financial services industry for more than 20 years, obtaining financial planning experience both here and overseas over a number of years. During this time, Lee has attained an Advanced Diploma of Financial Planning and membership of the Financial Planning Association. Lee appreciates the challenge of creating a planned approach with his clients, helping them towards reaching their goals and objectives.

Planning for retirement?

Talk to a Financial Adviser and take control of your financial future.

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Get in touch

  • Contact us Call (02) 4927 4370

  • Enquiry Make an enquiry

    One of our friendly Financial Advisers will respond to your enquiry within 1 business day (Monday to Friday).

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    One of our friendly Member Service Officers will respond to your enquiry within 1 business day.

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    One of our friendly Home Loan Experts will respond to your enquiry within 1 business day.

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    One of our friendly Personal Loan Experts will respond to your enquiry within 1 business day.

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    Please be aware to borrow this amount you will be required to provide security. You may continue with your online enquiry, providing security where requested, or you can contact our Member Support Centre on 13 19 87 to discuss our security requirements prior to completing your enquiry.

    Security against Loan

    The car should be less then eight years old and for personal use only.

    The motorcycle should be less then seven years old at the end of the loan term. Please note that only on-road and dual purpose motorcycles are accepted as security for a Personal Loan.

    To be used as security this account must be held with the Newcastle Permanent. If you would like to transfer your Term Deposit to the Newcastle Permanent please contact our Member Support Centre on 13 19 87.

    If the property is mortgaged, the mortgage must be held with the Newcastle Permanent to be accepted as security. If you would like to transfer your Mortgage to the Newcastle Permanent please contact our Member Support Centre on 13 19 87.

    Financial statements for the past two financial years will be required to support your application.

    Please note that unemployment benefits are not accepted as eligible income to apply for a Personal Loan. You may contact our Member Support Centre directly on 13 19 87 for further clarification on acceptable sources of income.

    Acceptable Pension type: Aged, Disability, Veterans Affairs and Carers. If you are receiving any other type of pension you may not be eligible for a Personal Loan. Please contact our Member Support Centre on 13 19 87 to discuss your eligibility.

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    Here’s some information for you: Terms and conditions apply and will be included with our loan offer.

    Here’s some information for you: Newcastle Permanent Building Society AFSL 238273.

    Here’s some information for you : Applications for finance are subject to Newcastle Permanent's normal credit approval process. Full terms and conditions will be included with our loan offer. Fees and charges are payable. Loans for commercial purposes are excluded.

    Here's some more information for you: This enquiry does not constitute a loan or pre-approval. Applications for credit are subject to Newcastle Permanents normal credit approval process. Full terms and conditions will be included with our loan offer. Fees and charges are payable.

    Here’s some information for you: Applications for finance are subject to Newcastle Permanent's normal credit approval process.

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    * We have arranged for our members to have access to more than 3,000 ATMs Australia wide. This includes all Newcastle Permanent ATMs and Westpac Group ATMs. Westpac Group ATMs are the network of ATMs operated by Westpac Banking Corporation, St. George Bank Limited, Bank SA and Bank of Melbourne. Fees and charges may apply to ATM transactions. Please see the product terms and conditions for details. Fees associated with using an ATM other than a Newcastle Permanent ATM or a Westpac Group ATM, are unascertainable.
    Terms of Use:
    The Locator Service ("the service") is provided by Westpac Banking Corporation ABN 33 007 457 141, with some elements of the service being provided by third parties (including but not limited to eHound Pty Ltd ABN 34 097 056 570). Newcastle Permanent Building Society Limited ("Newcastle Permanent") does not provide the service and has no control over the availability or accuracy of the service. Your use of this service is governed by the Terms of Use of Newcastle Permanent's websites and Newcastle Permanent's Privacy Statement.
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This information does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, 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. The PDS is available by contacting the Financial Planning Department on 4927 4370. Fees, charges and tax applies. AFSL 238273.
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