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BSB 650 000

Meet the team

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

Enquire now

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

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.

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.

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.

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

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

    All information is required unless otherwise stated as optional.

    We will respond to your enquiry within one business day.

    All information is required unless otherwise stated as optional.

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

    All information is required unless otherwise stated as optional.

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

    All information is required unless otherwise stated as optional.

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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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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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