Every member's goals and aspirations are different. Our Financial Planners discuss these with you, examine your current situation and assist you in formulating a plan that will help you reach your goals in a realistic time frame.
With the qualifications and depth of experience of our Financial Planners, you can be confident that our advice is based on a clear understanding and knowledge of the increasing complex and ever changing range of options needed to be considered by investors.
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Matthew Combey AFP ADFS(FP)
Branches serviced: New Town, Glenorchy, Claremont and New Norfolk
Authorised areas of advice:
- Managed Investments
- Superannuation
- Personal Insurance
- Shares
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Colin Grant DipFP
Branches serviced: Kings Meadows
Authorised areas of advice:
- Managed Investments
- Superannuation
- Personal Insurance
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John Carey BSc DipFP AFP
Branches serviced: Devonport and Burnie
Authorised areas of advice:
- Managed Investments
- Superannuation
- Self Managed Superannuation Funds – Investment Advice only
- Personal Insurance
- Shares
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Lindsay Chilcott
Service by appointment
Authorised areas of advice:
- Managed Investments
- Superannuation
- Personal Insurance
- Shares
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Mark Barnett AdvDipFS(FP) GradCertMgt AFP AAICD
Branches serviced: Hobart and Kingston
Authorised areas of advice:
- Managed Investments
- Superannuation
- Self Managed Superannuation Funds – Investment Advice only
- Personal Insurance
- Shares
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Bruce Ayliffe CFP® DipFP
Service by appointment
Authorised areas of advice:
- Managed Investments
- Superannuation
- Personal Insurance
- Shares
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Graeme Farrell CFP® DipFP BEc
Service by appointment
Authorised areas of advice:
- Managed Investments
- Superannuation
- Self Managed Superannuation Funds – Investment Advice only
- Personal Insurance
- Shares
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Philippa Wills CFP® DipFP BCom
Service by appointment
Authorised areas of advice:
- Managed Investments
- Superannuation
- Self Managed Superannuation Funds – Investment Advice only
- Personal Insurance
- Shares
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Shane Freeman CFP® DipFP
Branches serviced: Launceston
Authorised areas of advice:
- Managed Investments
- Superannuation
- Personal Insurance
- Shares
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Tim Targett CFP® DipFP
Service by appointment
Authorised areas of advice:
- Managed Investments
- Superannuation
- Personal Insurance
- Shares
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Todd Kennedy CFP® DipFA BCom
Branches serviced: Rosny
Authorised areas of advice:
- Managed Investments
- Superannuation
- Self Managed Superannuation Funds – Investment Advice only
- Personal Insurance
- Shares
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