Staff

Who will provide financial advice to me?

Philip Davies

Director | Principal Adviser

Phil has a Degree in Engineering from the University of New South Wales (BSurv), a Diploma of Financial Planning from Deakin and has practiced in the industry since 1983. Phil is a practicing member of both the Profession of Independent Financial Advisers (PIFA) and the SMSF Association.

Richard Barber (JP)

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.

Deborah Lin

Senior Financial Adviser

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).

Gavin Walkerden

Senior Financial Adviser

Gavin has provided financial advice and products since 2006. He holds an Advanced Diploma of Financial Services and is a member of the Association of Financial Advisers (AFA).

I have never hesitated in recommending friends & relatives to their services…

What our clients say:

Mr Phil Davies was recommended to us by our accountant as a very honest and trustworthy Financial Adviser more than 15 years ago, and we have been his clients ever since.

We have the utmost confidence in him to give us sound advice in managing our  financial affairs, the results have been excellent indeed, we are quite conservative investors, not great risk takers, therefore Phil guides us accordingly. When my mother had to enter an Aged Care Centre, Phil’s advice was instrumental in saving my mother a lot of money.

Because Phil wished to offer products to his clients that were not bound by company policy. He became independent. His fees are very reasonable, and his staff are very competent and friendly indeed, sending us emails on a regular basis to keep us up to date on any changes that may affect us and general information in money matters.

We have no hesitation in recommending him and his company as financial planners, because of the success, the honesty and integrity that we have experienced.

-Brian and Val E.

Richard has been our Financial Adviser for at least 18 years (could be more), in those years he has been our adviser, not only on money matters, but life’s challenges as well, so much so that he has become a very firm friend and someone we could not do without, he is the most trustworthy person and his staff are to be highly commended. We have no hesitation in recommending Richard and his team to anyone who asks us who our Financial Adviser is. Thank you Richard for all that you have done for us.

-Barry H & Lesley W

Richard, I would like to take this opportunity to thank you and your staff for both the courtesy and professionalism shown to me in the last five years. As a former registered nurse I had no background in financial matters, but I have the utmost confidence in taking up the advice given to me by yourself and your staff. You all take the time to explain and make sure I know fully what options are available to me, and to have you contacting Centrelink re: my pension and investments and get back to me in language I understand is absolutely invaluable. I am just so grateful for the original referral from my friend, but more importantly my thanks and gratitude go to yourself, Sue, Teresa and the team.

-Jill W

I have been involved with Richard for 10-12yrs. In this time I have found the service and advice has always been very fruitful. I have never hesitated in recommending friends & relatives to their services. The staff are always friendly and very helpful and the assistance they give us second to none- I would not think of changing our situation under any circumstances.

-Bruce M.