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Advisers – NSW

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.

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Andrew Brown

Revesby Heights

Andrew has worked in the superannuation industry for over 25 years & specifically in the Financial Planning Industry for over 15 years. Working closely with the State Government Superannuation Scheme for many years Andrew has accumulated a detailed knowledge & understanding of both public & corporate Defined Benefit Super Schemes. Andrew holds a Bachelor of Economics and a Graduate Certificate in Financial Planning. Andrew has previously held financial planning positions in the defined benefit advice field & was a Senior Planner for nearly 10 years at a large corporate licensee before his strong desire to provide ‘independent advice’ led him to start his own business in 2013.

Andrew enjoys a strong relationship with the predominantly High Net Worth clients within his business which successfully operates on a ‘referral only’ basis. Andrew prides himself on providing ‘Holistic’ advice tailored to his clients individual needs & objectives which his clients describe as ‘easy to understand’. His core strength is providing strategies in ‘plain English’ that promotes client involvement and translates into clients achieving their goals with an exceptionally high success rate.

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Andrew Yeates

DFP(FS)

Parramatta

Andrew is the principle of KWealth & Progression Wealth Advisers.  Since joining the financial planning industry in 2006, Andrew has focused on providing specialist wealth protection advice to SME and professional clients. Andrew has the philosophy that any sound investment plan must be underpinned by a tailored wealth protection program in order to provide long term financial security for his clients.Andrew also has extensive experience advising clients and developing strategies for Wealth Creation, Estate Planning, and Superannuation (including Self Managed Super Funds).

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Anil Lal

Parramatta

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Daniel Corbett

Sydney CBD

Full Financial Advice Pty Ltd is owned and managed by Daniel Corbett, who commenced financial advising in 1999. Daniel has built a career learning the best bits from small, medium and large financial services groups, and managed teams in each. As much as financial advising is about knowing what to do, it’s about knowing what not to do too.

For Daniel, Full Financial Advice isn’t about equities, properties, term deposits or even personal insurance, it’s about the things they provide you:– being able to financially help your family when they are finding it harder than you;– having plans in place in case things don’t go the way you expect;– working part-time or stopping altogether when you want to;– paying for Aged Care when you or your parents are getting to that stage in life.

Your job is to help Daniel understand why you need the money that you do and it’s his job to show you how to get it.

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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.

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David McNeice

Wollongong

David has been a Life Insurance Agent and Superannuation Adviser since 1982 and a Financial Adviser since 1989.

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Geoff Maunsell

Dip. FS (FP) AFA

Mosman

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 Maunsell
Web www.2mfg.com.au

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.

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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 Tomaschett
Web www.equityresource.com.au
Web www.discover-financial-freedom.com

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.

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Web financial-advice.com.au/jameskaloudis

Ken Raiss

Edgecliff

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Leigh Johnston

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Maria Worthington

Baulkham Hills

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Matthew Skehan

B. Commerce, DFA, Adv DFS

Mt Hutton

Matt first entered the financial services industry in 1997 in a small financial services firm in Newcastle, before joining one of Australia’s largest financial services & banking institutions in 1998, where his career in financial planning commenced. His experience in the SME market allows Matthew to provide a specialized advice offering for business and personal clients, from insurance protection plans, investment strategies, Centrelink and retirement planning; as well as superannuation advice incorporating retail, industry, corporate and self-managed super fund solutions. As Principal of Elevate Finance Pty Ltd, Matthew started his own financial planning practice in July 2012 where he is able to now use his strong business relationships with industry experts in the Newcastle area, to provide his clients an extensive end to end service.

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Michael Schembri

BA Bus (Economics & Finance), Adv Dip FS (FP)

Emu Plains

Michael is the principal of MLS Financial. He has been in the financial services industry since 2001. This initially involved roles in customer service and management for a large financial services company before moving into roles related to providing direct financial advice to clients since 2003. This includes both advising clients as well as management positions in the areas of Compliance, Product Research and Technical Services. He now has a complete focus on advising his clients in the areas of investments, superannuation, personal & business insurance and pre & post retirement planning.

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Nathan Whitfield

Wollongong

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Paul Larby

FCA, Dip B & Min

Sydney

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.

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Paul Woodward

Sydney

Paul has been in the financial services industry since 2000 when he started his financial planning business.

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Ross Kontominas

Dip FS(FP), Adv Dip FS(FP)

Hurstville

At Patron Financial Advice Hurstville, we are here to help you with your financial goals and do so as we would for our own family. We strive to be not just experts but good people every day as we were taught to do as children. A word from the Director- Ross Kontominas.

Ross brings with him over 13 years experience in the Financial Advice Profession including Adviser roles at AMP, Halifax Bank of Scotland and Westpac. Ross is currently studying towards a Bachelor of Business double degree in Economics and Finance and other professional qualifications include Diploma of Financial Planning, Advanced Diploma, Gearing and Margin Lending accreditation’s and Specialist SMSF accreditation and Tax (Financial Advice) from the TPB. Ross operates within a top 10 business of Patron, has been nominated for the Adviser Council and is often asked to consult peers about best practices, advice processes and specific industry knowledge.

Patron Financial Advice Hurstville also works closely alongside professionals such as Accountants, Solicitors and Lenders to ensure all client needs are met.

Email Ross Kontominas
Call: 02 9018 9100
Suite 4/438 Forest Rd Hurstville NSW 2220

Sean Prosser

Dip FS(FP), Adv Dip FS(FP)

Bella Vista

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 Prosser
Web www.planningforsuccess.net.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.

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Stephen White

MAppFin, Dip FP, Dip FS (FMBM)

Asquith

Stephen is the principal of Lombard Private Wealth. He has been in the finance industry for over 25 years, having held senior executive roles with major financial institutions in Australia, Hong Kong, and the United Kingdom.

Stephen focuses on providing innovative solutions to SME and Personal clients who want specialist investment advice and tailored product solutions in order to secure their long-term financial wealth. Stephen is an authorised representative of Patron Financial Advice and an authorised credit representative of Vision Finance and Property Services.

Stephen’s qualifications include: Diploma of Financial Planning, Master Of Applied Finance, Diploma of Financial Services (Finance and Mortgage Broking Management).

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Tony Rimac

Harris Park

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