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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.

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.

Megan has worked in the financial services industry since 2007, with experience in Australian and overseas. During this time Megan has built upon her practical experience with the attainment of the Advance Diploma of Financial Planning and has a professional designation with the Association of Financial Advisers of the Fellow Chartered Financial Practitioner (FChFP). Megan is a member of both the Financial Planning Association and Association of Financial Advisers.

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

  • Locate us Find a local branch

    Find a local branch or ATM

    You may notice a few hygiene and social distancing changes in our branches to protect customers and our people. If you are feeling unwell, please bank from home using the app, internet banking or call our local call centre team. 

    With many customers now choosing contactless ways of banking, you will find these branches open on a Saturday morning: Waratah, Wallsend, Greenhills, Charlestown Square, Raymond Terrace, Glendale, Kotara, Mount Hutton, Swansea, Erina, and Tuggerah.

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This information has been prepared without taking into account your objectives, financial situation or needs. Therefore, before acting on this information, you should consider its appropriateness having regard to these matters and the product Terms and Conditions or Product Disclosure Statement. Newcastle Permanent Building Society Limited ACN 087 651 992, Australia Credit Licence/Australia Financial Services Licence 238273.