Findex Adelaide

Biography

An adviser since 1998, Richard gained his qualification as a CERTIFIED FINANCIAL PLANNER® professional in 2004 and has helped many individuals achieve their financial goals. Richard’s depth of experience has allowed him to demonstrate to his clients that good advice is crucial in achieving financial success. His dedication to the needs of his clients has rewarded Richard with many industry awards culminating with achieving a Financial Planning National Champion Award on two occasions while being an influential partner in a prominent Adelaide business. Richard joined Prescott Securities to provide qualified financial planning advice to our existing and new clients of the business. Richard’s professionalism and respect of his peers has made him a valuable addition to our team of advisers. In 2016 this culminated in Richard being awarded the Managing Partner role in the business.

Biography

With over 30 years offering financial and investment advice, Paul's aim is to offer strategic advice to people covering a range of issues that will affect their long-term financial security. Ultimately, Paul likes to get people to a position of having enough income in retirement but always based on their own personal circumstances. Paul has worked in investments since 1985 when he started work as an investment analyst in London. He has also been a stockbroker in European, Asian and other emerging stock markets until 1999 when he came to Australia. He has represented two international investment managers building their businesses with large super funds in Australia. Paul has a Masters Degree in Applied Finance and Investment (SIA) in which he specialised in investments and portfolio management, while he also has a Graduate Certificate in Applied Economics from the University of Adelaide. He has completed the Advanced Diploma in Financial Services (Financial Planning) and attained mortgage broking and Self Managed Super Fund qualifications. Paul is a graduate of the Company Directors Course at the Australian Institute of Company Directors and is on several boards. He has also previously lectured in the Bachelor of Business at the Kaplan Business School teaching Financial Institutions and Markets

Biography

With a background in engineering, Pam is very skilled in providing a plain English explanation to clients about how their finances work, and how their results will be achieved. She takes the complicated and translates it into something that it easy to understand. A firm believer in the lifelong learning principle, Pam is constantly keeping up with all facets of her profession, ensuring that “I learnt something today”. With an MBA, in addition to her CERTIFIED FINANCIAL PLANNER® designation, Pam is perfectly placed to ensure that you achieve your financial objectives - methodically planned and executed.

Biography

Carmel is an experienced financial adviser who provides strategic planning, investment and wealth creation advice to help her clients achieve their lifestyle and financial goals. She has over twelve years of extensive experience in the financial services industry, providing advice on a range of financial products and strategies, specialising in aged care advisory, cash flow management, investments and portfolio structuring, superannuation, estate and retirement planning, risk protection, debt management and gearing strategies.

Biography

Jeremy finds working with his clients to reach personal and financial goals rewarding. Through discussions with his clients he develops strategies that are tailored specifically to meet their goals and objectives and provides high quality advice to clients at varying stages of life, whether they are wealth creators, transitioning to retirement or looking to enjoy retirement. By taking a holistic approach with his clients, he provides advice on: investments, superannuation, maximising Centrelink benefits and assists clients with estate planning strategies. He then presents the advice in a clear and simple to understand manner. Jeremy has been with Prescott Securities since 2010 and achieved the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2017. This experience and qualification ensures his clients receive the highest quality advice.

Biography

Stephen has had in excess of 15 years’ experience in the financial services industry. This includes 12 years as a financial planner, advising clients in areas encompassing investment advice, retirement planning, self-managed superannuation strategies, risk management strategies for small business and personal clients, and estate planning. Stephen’s diverse background and knowledge coupled with common sense planning techniques communicated in easy to understand language enables him to help his clients achieve their financial goals through comprehensive, individualised financial planning.

Biography

Alan has been working in the financial services industry since 1987, including advising clients as a financial planner since 1996. He has been involved in all aspects of financial planning; including superannuation, investment and retirement planning, wealth creation and risk insurance. Alan understands the need to provide a value oriented holistic financial planning service to all his clients to ensure their lifestyle financial goals are met. He particularly specialises in preretirement and retirement strategies.

Biography

Rob is an experienced Financial Adviser who enjoys connecting with clients through building trusting relationships and by dedicating the time to listen and understand personal goals and needs. Having started in the Financial Services industry in 1994, Rob has developed the skills to manage investment portfolio risk, provide strategy solutions and to build client’s wealth. Whilst assisting clients with Retirement Planning and goal setting, Rob will identify ways to support lifestyle needs and maintain expectations throughout retirement. He believes it’s important to review his client’s financial plan to ensure they stay on track to meet their goals as circumstances change.

Biography

Providing quality strategic and investment advice that is tailored to suit your individual needs and objectives is what David does best. With over ten years experience as a financial services professional, David assists clients in the development and implementation of comprehensive financial plans to place them in the best possible position to achieve their financial goals. With a young family of his own, David understands the importance and challenges of building a secure future for you and your family.

Biography

Wayne works together with his clients to prepare and implement comprehensive risk management strategies; in particular Life Risk insurance products within superannuation, and stand alone Life, TPD, Trauma, Income Protection and Business Expenses insurance to meet their lifestyle and financial objectives. Wayne is a sports person at heart and enjoys most sporting activities. Away from his professional environment, Wayne is a family man with two beautiful daughters.