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"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns
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All News
Autumn 2011 Times Newsletter
15th Mar 2011
Autumn 2011 Final Web Version
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Staff Profiles
Andrew Rafty
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Andrew is a fully certified financial planner ...
Gregory Cunningham
CFP, SIA (Aff) AFPA
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Greg has over 33 years experience in ...
Robert Chester
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Rob has worked in the Financial Services ...
Pandeli Halamandaris
Dip Bus (Acc), Adv Cert (Acc), Dip FS(FP)
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Pandeli’s professional qualifications include a Diploma of ...
Alan Favell
CFP, Dip FP
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Alan has 22 years experience in the ...
Scott Redpath
Dip FS (FP), Dip Bus (Bnk & Fin)
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Scott’s professional qualifications include a Diploma of ...
Neville Williamson
Dip FP
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Neville has been in the Financial Services ...
Greg Armstrong
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Greg has 35 years experience in the ...
Bob Fegan
Fdn. DFP
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Bob has 32 years experience in the ...
Matthew Swieconek
B Com, F Fin
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Matthew has over 10 years experience in ...
Wayne Bradbrook
Dip FS (FP)
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Wayne believes in building a long-term relationship ...
Matthew Waugh
MFinPlan, Adv Dip FS(FP)
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Matthew’s professional qualifications include a Masters of ...
Peter Peacock
B.Comm (FP)
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Peter has worked in the Financial Services ...
Tracey Burns
B. Bus (acc) CPA
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Tracey has been working in various financial planning ...
John Ives
CFP
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John has been working in the Banking ...
Steven Jarick
CFP Dip FP SSA
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Steve has worked in the Financial Services ...
Tom Dawes
JP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP
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Tom has 13 years experience as a Financial ...
David McKay
CFP® Dip FP BBus (Acc)
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David has 16 years experience in superannuation and ...
Dianne E Dash
CFP® BComm CA
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Dianne is a Chartered Accountant and Certified ...
Howard Kemp
CFP®, Dip FP
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Howard has over 22 years financial planning experience ...
Bill Waller
JP CFP® GAICD
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Bill places a high importance in building ...
Danny Krstic
Dip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).
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With professional qualifications including a Diploma of ...
James Shaw
BCom FP
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James holds a Bachelor of Commerce with ...
Stephen Poucher
AFPA
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Stephen is a valued member of the ...
Ryan Carroll
Dip FS (FP)
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Ryan Carroll brings a wealth of expertise ...
Danny Beshara
Dip FS (FP), BCom (Acc) BAppFin
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Danny enjoys building long-term relationships and interacting personally ...
Lindsay Bell
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Lindsay enjoys interacting with clients both personally ...
Craig Bunce
Dip FS (FP)
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Craig Bunce brings a wealth of expertise ...
Ben Wells
Dip FS (FP), BEc
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Ben enjoys building long-term relationships and interacting personally ...
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All Staff
At The Forefront
Consistency • Communication • Innovation
