After finding keen interest in investing and help people I started my financial planning career in 2008.

I focus on the financial complexities faced by my clients and aim to give them peace of mind. I help optimize and maximise their personal financial resources to be in the best position to capitalise of opportunities regardless of their situation.

I help my clients understand how to suitably harvest the wealth they grow through their working life and my education and experience in financial planning allows me to see the full picture.

In 2015 I was proud to be nominated for the Young Entrepreneur award as part of the Western Sydney Awards for Business Excellence (WSABE).

I think networking is important to maintain business acumen and I make time to get out and meet new people in the Western Sydney area and am a proud member of the Parramatta Chamber of Commerce.  I also spend time volunteering for local charities.

I enjoy spending my free time with my wife and young son visiting local parks and cafes in the Parramatta area. I also enjoy reading and fishing.

Latest FSG: Christian Renel – FSG V11 19 Dec 17 & FPP V3 – 3 May 18.

I commenced my financial Planning career in July 2001 after selling a small business franchise and finishing my semi professional football career in Australia. I have successfully managed and implemented a number of initiatives either from the establishment of my personal business where I developed a successful and profitable organisation within a relatively short period of time, to my more significant achievement as a Senior Financial Planner.

My commercial acumen and personable approach, further developed through many years of financial planning experience, provides me with a significant competitive advantage in delivering successful investor outcomes.

As a member of the Financial Planning Association (FPA), I receive the greatest satisfaction by providing financial solutions and financial outcomes for people to achieve their financial goals, established on trusted advice and consistent ongoing communication.

Having previously worked in a large financial institution, I was employed by Adviser fp in late 2014 as a Senior Financial Planner to provide holistic financial advice. What I have really enjoyed is developing deeper relationships with my clients and being far more active with the ongoing management of their plans. I have a burning desire to continue my ongoing education.

I’m a proud dad to my only son, I love coffee and also enjoy being a football coach in the NSW Men’s 2 State League.

Latest FSG: Robert De Ceglie FSG V11 19 Dec 17 & FPP V7 10 Aug 17.

I have always enjoyed helping people and to this day still find it one of the most rewarding things I do.

Having been in the Financial Planning industry since 1988, I’ve held a range of positions commencing as a life insurance consultant, shortly thereafter becoming a financial planner when I established my financial planning business in 1990.

Very early on I realised that continuing education was a core ingredient too not only helping people, but running a successful business. I completed my Certificate in Financial Markets in 1994, then went straight on to complete a Diploma in Financial Planning in 1997. To round out my industry qualifications I attained the highest designation becoming a Certified Financial Planner in 1997. A glutton for punishment I still needed more, commencing a Masters of Business Administration (MBA) in 1998 completing it in 2001. I continue to study and do short courses today. Most recently becoming an Accredited Adviser with Family Business Australia (FBA) in 2014.

These roles have enabled me to gain significant experience in running a business and the operations of a licensed dealer in securities. 

In 2001 I was part of the core group of businesses that established a privately owned Australian Financal Services Licensee (AFSL). I was a Director of this Licensee from inception up until it was sold in June 2012.

I have a keen interest in Family Business stemming from my background of working with my brother for 13 years (1990 – 2003) as well as being confronted with the additional complexities of buying out a family member in 2003.

I am married and have a son and daughter who are both in high school. As with all parents I am kept busy with all the kid’s activities as well as getting involved in various community fund raisers.

Currently a partner of Adviser fp, our practice is actively involved in providing financial planning advice to a broad range of clients with significant assets under advice.

Latest FSG: Simon Clifford – V11 19 Dec 17 & FPP V8

I commenced my Financial Planning career as an adviser in January 2000. Previously, I had over 20 years experience in both public and private sector organisations including a number of senior managerial roles.

I now concentrate on providing Aged Care Financial Planning advice within the practice. As an area of growing importance within the advice industry, my experience and education has been fundamental in laying the necessary foundation to understand this highly specialised field and my years as a Certified Financial Planner allows me to tailor customised strategies.

My career in financial planning is a vocation that has been rewarded by meeting new people and the satisfaction of seeing their well laid plans come to fruition. This is an aspect that is all the more rewarding for me now as I work with multiple levels within families, often the children of retirees and those requiring advice on assisted living, who are looking to solve the Aged Care puzzle in a timely and financially viable manner.

I am married with 3 adult children (still living at home) and like to follow & participate in a variety of sports.

Latest FSG: Tony Fox – FSG V11 – 19 Dec 17 & FPP V8 – 20 Oct 17

I have worked in the Financial Planning industry since 1992 – the same year compulsory Superannuation began in Australia. Prior to joining this practice, I held a number of technical, marketing and management positions in AMP, Mercantile Mutual and Tower.

In joining the team at Adviser fp in 2002 and shortly after becoming a financial planner, I discovered that personal financial planning that encompassed both financial and lifestyle goals was a lot more rewarding than merely focusing on the numbers alone. Helping people to work towards and achieve their dreams, goals and aspirations is an integral component to the ongoing success of our business.

With regards my industry qualifications, I am proud to have completed a Masters degree at Western Sydney University (prev UWS) majoring in financial planning and have also attained the highest industry designation in studying for and completing the FPA’s Certified Financial Planner program.

The thing that gives me the greatest joy however are my three school-aged children and together with my wife, a primary school teacher in the Hills district, we find we spend much of our time in our local community with the kid’s sports teams and other activities.

As a principal partner and director of Adviser fp, our office is conveniently located in the Parramatta CBD, yet provides financial planning advice and services to a broad range of clients spanning the Eastern seaboard.

Latest FSG: Troy McPhee – FSG V10 – 19 Nov 17 & FPP V7 – 10 Aug 17