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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.

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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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.