Director | Responsible Manager
Phil has a Degree in Engineering from the University of New South Wales (BSurv), a Diploma of Financial Planning from Deakin and practiced in the industry from 1983 until his retirement from the advice role in 2021. Phil was a practicing member of the Profession of Independent Financial Advisers (PIFA) and of the SMSF Association.
Richard Barber (JP)
Director | Senior Financial Adviser
Richard has an Advanced Diploma of Financial Planning (AdDipFS) and has practiced in the industry since 1980. He previously worked as a practice principal for over 20yrs. Richard is a practicing member of both the Profession of Independent Financial Advisers (PIFA) and the SMSF Association.
Director | Senior Financial Adviser | Responsible Manager
Debbie holds a Bachelor of Commerce Degree from UQ and Graduate Diplomas in Financial Planning, Applied Finance and Investment. Debbie is a practicing member of the Profession of Independent Financial Advisers (PIFA) and alternate Responsible Manager.
Gavin Walkerden (JP)
Senior Financial Adviser
Gavin has provided financial advice since 2006. He has completed a postgraduate degree in financial planning (GradDipFinPlan) and is a member of the Association of Financial Advisers (AFA).
I have never hesitated in recommending friends & relatives to their services…