Staff

Philip Davies

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.

Deborah Lin

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…

Lynne (56-65 years old)

“Deborah has extensive knowledge in relation to aged care advice. She has been absolutely wonderful in supporting me with financial decisions through a very difficult time. I can’t imagine trying to navigate all that is required in relation to aged care entry without Deborah’s assistance. She helped me every step of the way. I have already recommended her to a number of people. I highly recommend her services.”

Norman & Julie (65+ years old)

“My wife and I have had the pleasure of Gavin’s knowledge and security in advising us as to what is the best options for our continuous retirement in the coming years. His advice has given us a stress free lifestyle and a lot of security that we would otherwise have been concerned about. He has continually been patient in all his explanations and answering the many questions we have put him regarding our investments and costs. We have absolutely no hesitation in recommending Gavin to other potential clients. Norman & Julie 2230”

 

 

Jill 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.”

Bruce M.

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 and 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.

Bronwyn (65+ years old)

“We can’t speak highly enough about Debbie. A work colleague recommended Debbie as a financial adviser prior to our retirement. The advice we have received from her has been first rate, both pre and post retirement. We feel very comfortable with Debbie, and she is always available to answer any questions we may have either by phone or email. Her fees are very reasonable for the quality and care she provides to us.”

Helen (46-55 years old)

“Gavin has been an outstanding advisor for our family. We had a complex financial situation which he took time to understand and work through a range of options. He has an excellent knowledge of all aspects of financial advice and has enabled us to maximize our returns and benefits. He has helped us plan our needs now and into the future in a comprehensive way. He is an excellent communicator who explains options thoroughly in easy to understand language. We are very confident in the advice is right for our circumstances. We would highly recommend Gavin for you to help you achieve your financial goals.”