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

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.

Here's some more information for you:
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.
Talk to our Financial Advisers today about arranging cover that suits your needs.