Adrian Barnett
Castle Hill
Adrian has been employed by Barnett Financial Planning since early 2007. Adrian completed his Bachelor of Applied Finance at Macquarie University, Sydney. He also holds the Diploma of Financial Services (Financial Planning). Adrian’s role at Barnett Financial Planning is to provide specialist advice on Insurance and Superannuation to new and existing clients. Adrian acknowledges that each client has varying circumstances. Therefore, he is committed in ensuring that his strategies are structured to cater for each client’s unique needs and objectives. Email Adrian.
Alex Barnett
Castle Hill
Alex Barnett is the principal of Barnett Financial Planning Pty Ltd. Alex has been in the financial planning industry since 1999 and holds the CFP professional designation, the highest level conferred on an individual by the Financial Planning Association (FPA). He has been a qualified accountant (CPA) for over 25 years and a Registered Tax Agent since 1981. Alex was previously a senior taxation consultant with a large international Chartered Accounting Firm and prior to gaining his financial planning qualifications was principle of his own successful taxation practice for many years. He uses the taxation and financial skills he has acquired over a career spanning 30 years to deliver specialist financial and taxation advice to his clients. Email Alex.
Abel Bornstein
F. Fin
Dee Why
Abel has been in the Financial Services Industry for 32 years. A major focus is placed on tax considerations in regard to each investment made and ownership issues for estate planning purposes. Email Abel.
Adam Chalk
Leumeah
TBA. Email Adam.
Dennis Chau
Sydney
Dennis has been in the financial services industry since 1999, where he was introduced to the industry in a customer service role for a large financial services company before moving into roles related to direct client advice since 2000. These direct client advice roles have seen Dennis provide advice in the key areas of wealth creation strategies, taxation planning strategies, maximising Centrelink benefits in retirement, personal Insurances, debt minimisation strategies, estate planning strategies and superannuation. Email Dennis.
Cindy Dahiya
Grad Dip FP and MA
Mosman
Cindy has been in the financial industry since 1999 and brings with her a diverse and varied skill set. She has extensive experience in the area of Banking & finance holding senior management positions with two major international banks. As a Corporate Superannuation specialist, she has the ability to provide strategic and targeted advice to employers of large Corporates as well as guide and advise employees at all levels of the business. Cindy instils confidence in her clients to form lasting long-term relationships. Email Cindy or view her website www.alphaadvisers.com.au.
Desh Dahiya
Adv Dip FP, Masters BF, Dip TA (SIA), B Comm
Mosman
Desh’s financial life started on the Calcutta Stock Exchange trading floor in 1974. His mission – simple financial solutions for you, your family and your business, with no conflict of interest. Email Desh or view his website www.alphaadvisers.com.au.
Bruce Dobell
Valentine
TBA. Email Bruce
Hamish Ferguson
Mt Hutton
Hamish has been in the financial services industry since 2001. He has a successful business which provides mortgage brokering advice & financial advice. His niche offering is around advising people during their working years to set and achieve their goals. He currently services the Newcastle area providing advice on insurance, investments, superannuation and retirement planning. Email Hamish.
Jon Francis
BA (Hons) Business Management, Dip FS (FP), JP
Sydney
Jon started his career in the Financial Services industry in December 1997 and has been a planner with PATRON since March 2008. Since 1997 he has worked solely as a Financial Planner & now has a considerable client base of wealth accumulators & pre-retirees advising clients on personal insurance, investments, superannuation & retirement strategies. Jon prides himself on providing excellent customer service. Email Jon or view his website www.ftsegroup.com.au.
Howard Ghedia
Baulkham Hills
Howard brings wealth of experience in the area of Accountancy, Finance, Taxation, GST and Financial Planning. He has been servicing the Hills District for last 19 years. Email Howard.
Alexander Gold
Ramsgate Beach
Alexander has been in the financial services industry since 1994. This has involved roles in stockbroking and financial planning. Email Alex.
David Hasib
Pymble
David commenced his financial planning profession in 1991. Since then, he has been advising his clients on Wealth Creation, Cash Flow management, maximising Centrelink benefits in Retirement, Personal Insurances, Debt minimisation strategies & Superannuation. Email David.
Rachelle Honeyman
Mt Hutton
Rachelle has been in the financial services industry since 2008. Initially her role was to provide support to clients and advisors and now she provides financial advice to people in the Newcastle area. Email Rachelle.
Peter Horsfield
St Leonards
Peter has over 9 years experience advising clients on Wealth creation Strategies, Cash Flow Management, maximising Centrelink benefits in retirement, Personal Insurances, Debt minimisation strategies, Estate Planning strategies and Superannuation. Email Peter.
James Kaloudis
Dip FS(FP) AFA
Parramatta
James has been in the financial services industry for over 18 years. This has involved roles in large financial services companies in sales and product related roles. Since then, James has been providing direct advice to clients since 2001. Email James.
David Keavney
Dip FS(FP)
Sydney
David has been in the financial services industry since 2003, commencing initially within a Financial Planning business, and transitioning to a Risk Adviser role in 2005. He now specialises in the provision of tailored Risk solutions. Email David.
Paul Larby
FCA, Dip B & Min
Darlinghurst
Paul has been in the financial services industry since 1983. In this whole period Paul has been in a financial advice role. Prior to his move to the financial planning industry, Paul spent 11 years in the Accounting profession as a Chartered Accountant. Email Paul.
Louis Lozada
Dip FS(FP)
Arncliffe
Louis has been in the financial services industry for over 30 years. Between 1977 and 1985 Louis worked in the commercial lending department of Commonwealth Bank. Since 1985, he has worked as a Financial Planner advising clients on Wealth Creation Strategies, Retirement Income Planning, Cash Flow Management, Personal Insurances and Superannuation. Email Louis.
Geoff Madafiglio
Mosman
Geoff has over twelve years experience providing financial advice to clients and assisting with their overall financial management. His expertise is in assessing a client’s current financial situation and identifying how they can reach their goals without sacrificing their current lifestyle. Geoff specialises in self managed super funds and direct investment advice. He has degrees in both Economics and Law and commenced his career as a Lawyer before making the move to financial planning in 1998. Email Geoff.
Bakous Makari
Parramatta
Bakous has over 15 years experience in the Financial Services Industry, specialising in tax and accounting services, superannuation strategies and retirement planning. Email Bakous or visit his website www.makari.com.au.
Shivi Malik
Kellyville
Shivi has been in the banking and finance industry since 1999. She has worked in credit management, compliance, banking, lending services and financial planning. She holds her economics honours and a post graduate diploma in financial planning qualifications. She provides advice in the key areas of wealth creation strategies, taxation planning strategies, maximising Centrelink benefits in retirement, personal Insurances, debt minimisation strategies, estate planning strategies and superannuation. Email Shivi.
Geoff Maunsell
Dip. FS (FP) AFA
North Sydney
Geoff has over 20 years experience in the Financial Services Industry. He previously worked as an Insurance underwriter amd product analyst in both the Australian retail and wholesale insurance markets, giving him unique insight into the personal insurance market. Since 1998, Geoff has operated his own business specialising in personal insurance where he provides tailored solutions to match the needs of his clients with the appropriate mix of Life, Trauma, Income Protection and Total and Permanent Disablement insurance. Email Geoff.
Cynthia Murray
JP, Dip Ag. Sc. ASIA, ACIM, ACIS, EDY, Dip FP. (Deakin Uni)
Tamworth
Cynthia has worked for over 40 years in the Financial Services, Banking and Investment industries with over 20 years involvement with Financial Planning. She specialises in Pre and post retirement planning, Superannuation, including Transition to Retirement Pensions, Risk Insurances, Centrelink entitlements. Email Cynthia.
Clive Nelson
Pymble
TBA. Email Clive.
Justin Pagotto
Chifley
Justin has been in the financial services industry since 1994 and has a wide background ranging from bank telling to general insurance services and underwriting, NSW government defined benefit superannuation advice and various roles at one of Australia’s largest independently owned accounting and financial planning groups. This has given him the skills and experience to understand the financial services industry. He is also an advocate of great customer service. Email Justin.
Mahesh Perera
Miranda
Mahesh has been in the financial services industry since 1997. This has involved roles in management and customer service for large financial service companies before moving into roles related to direct advice to clients since 1997. Email Mahesh.
Jennifer Porter (nee Davies)
CFP® BEd Adv Dip FS(FP)
Sydney
Jennifer has been in the financial services industry since 1997. Jennifer was an adviser for 5 years in the banking and insurance environment until moving into management with large financial services organisations and investment houses. Within these roles her predominate focus was sales, distribution and training. Jennifer returned to direct advice in 2008. Email Jennifer.
Sean Prosser
Dip FS(FP), Adv Dip FS(FP)
Penrith
Sean has been in the financial services industry since 2001 and has been employed by a large financial services institute and more recently in his own business. Sean holds the Advanced Diploma of Financial Services. Email Sean or visit his website www.lighthouseonline.com.au.
Joseph Ryan
Wollongong and Mackay
Joe has been working in the financial services industry for 30 years. He has held senior management and client consulting roles with life offices and both international and locally owned employee benefit consulting houses. He brings this wealth of experience to his role as owner of the Mackay and Wollongong offices of Clear Financial Solutions. Email Joseph.
Paul Ryan
Dip FS(FP), Dip Fin Markets (S.I), JP in the State of NSW
Baulkham Hills
Paul has over 30 years experience in Risk Insurance, Superannuation and Investment in the Financial Planning Industry. This has involved the provision of advice to retail clients in the areas of Wealth Creation Strategies, Personal Insurances, Debt minimisation strategies, Estate Planning strategies and Superannuation (both Personal and Corporate). Email Paul.
Ravi Shankar
Carlingford
Ravi has been in the personal financial planning profession for 5 years and prior to that as Director/Chief Financial Officer in stock-exchange listed companies for 12 years. Email Ravi.
Daniel Shillito
B.A. (Accy). Dip.FS(FP). CPA.
Cremorne
Daniel’s business, My Financial Life, can help you buy your home or investment property, sort out your superannuation, pension or retirement savings, protect yourself and your family financially if something goes wrong, create new investment strategies and essentially be there when you need advice. Daniel is a Certified Practising Accountant, Financial adviser and mortgage broker, and so is in a particularly unique position to consider your needs and goals from various perspectives, providing sound advice and strategies. See Daniel’s profile and details on LinkedIn at: http://au.linkedin.com/in/danielshillito. Email Daniel.
Eng Sivieng
Fairfield
Eng Sivieng, as the CEO of TMS Financial Services, has been servicing a niche clientele since 1994, specialising in the creation of personalised strategies to help clients make smart choices with their money. With an office in Fairfield NSW she maintains close relationships with key industry professionals and promotes the principals of discretion, innovation and vision. Email Eng.
Mick Sykes
West Hoxton
Mick has over 19 years experience advising clients on Personal Insurances, Wealth Creation Strategies, Cash Flow Management, maximising Centrelink benefits in retirement, Debt minimisation strategies, Estate Planning strategies and Superannuation. Email Mick.
Sandy Tan
Cherrybrook
Sandy has been in the financial services industry since year 2000. This has involved roles in customer service and management for a large financial services company before moving into roles related to direct advice to clients since 2003. Email Sandy.
Herbert Tomaschett
Baulkham Hills
Herbert has been practising as a qualified Financial Planner and Authorised Representative with Patron since 2007. He provides holistic financial advice direct to his clients and has been a Director of his own company that is specialising in mortgages and property advice since 2000. Herbert can tailor a financial plan that suits your circumstances, one that takes into account your financial objectives and is relevant to your lifestyle and age. Email Herbert or view his websites www.EquityResource.com.au or www.discover-financial-freedom.com.
Robert Torpy
Burwood
TBA. Email Robert.
Rochelle Turner (nee O’Connor)
Pymble
Rochelle has worked in the financial services industry since January 2002. She commenced in customer care servicing the financial needs of clients and fellow financial advisers. Rochelle has successfully completed my Diploma in Financial Services (Financial Planning) and can assist you with Wealth Creation, Personal Insurances, Tax minimisation & Superannuation. Email Rochelle.
Scott Wakelin
Pymble
Scott has worked in the financial services industry since 1999, holding positions within financial planning and financial services. He has extensive experience in strategic planning and advice for two of the largest financial institutions in Australia. Scott has built his business through his commitment in understanding his client’s financial affairs and providing them with direction in:Accumulating Wealth, Protecting Wealthand Planning for Retirement. Email Scott.
Paul Woodward
Sydney
Paul has been in the financial services industry since 2000 when he started his financial planning business. Email Paul.
