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Advice tailored to you

Meet our Financial Adviser, Darren.

With decades of experience, Darren knows how important strong customer relationships are to creating positive financial outcomes for clients. He takes an individual approach and designs strategies that provide clients with the freedom, security and confidence to live their life to the fullest within their financial means.

Advice to help with your goals

Meet our Financial Adviser, Bree.

Joining us with 12 years of experience, Bree is passionate about helping others secure the lifestyle they want and to achieve their dreams – especially ones they didn’t think were possible to reach. Specialising in superannuation, retirement planning, insurance and wealth creation, she enjoys providing her clients with the right tools to keep them on track for success.

Advice from experience

Meet our Financial Adviser, Andrew.

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.

Planning for retirement?

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

Here's some more information for you:
Any information on this web page does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Therefore, before acting on any advice, you should consider its appropriateness having regard to these matters and the product Terms and Conditions or Product Disclosure Statement. Newcastle Permanent, part of Newcastle Greater Mutual Group Ltd ACN 087 651 992 Australian Financial Services Licence / Australian credit licence 238273. Our Financial Services Guide is intended to provide you with information about Newcastle Permanent and the financial services we offer. It is designed to assist you in making an informed decision about whether you want to use our services. Click here to download it.