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Contact Bahar
bmcleod@mail.ifs.net.au
Level 9, 114 William Street, Melbourne | Bahar McLeod – Melbourne, VIC Bahar has a Bachelor of Business in Financial Planning from RMIT University and is a Certified Financial Planner. She has over seven years’ experience in the financial services industry and provides advice in superannuation, retirement, planning, wealth creation and taxation planning. Bahar enjoys working with members to help them achieve their financial goals. |
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Contact Anthony
awilliams@mail.ifs.net.au
Level 9, 114 William Street, Melbourne | Anthony Williams – Melbourne, VIC Anthony has a degree in business majoring in accounting and an Advanced Diploma of Financial planning. His first position was at Macquarie Investments in adviser services after which he spent six years in London working for Schroders Investment Bank, Gartmore, Citibank, Bank of New York and Merrill Lynch. Anthony has fourteen years experience in a wide range of financial services and has been an adviser for four years with Industry Funds Financial Planning. He enjoys working with members to improve their financial situation and the busy nature of his role. “We wanted to acknowledge the personal and professional assistance offered to us recently by Anthony in regards to advice for financial planning during our retirement. Anthony clearly understood our criteria regarding our immediate and proposed a lifestyle budget, strict investment guidelines relevant to total portfolio security and the need for diversified sources of income. The detail and accuracy of his presentation was outstanding, and as such, we feel that anyone would be totally confident in placing their future in his capable hands. Anthony’s proposal superseded both that of a major bank and a large financial institution, neither of which suited our requirements. Stan & Margaret, HOSTPLUS Pension Plan members |
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Contact Guy
gmahony@mail.ifs.net.au
Level 5, 477 Pitt Street, Sydney | Guy Mahony – Sydney, NSW Guy has nineteen years’ experience in financial services and has spent seven years as financial adviser. He is a Certified Financial Adviser and has an Advanced Diploma in Accounting Guy feels the best part of his job is simply helping people with their money. |
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Contact Craig
cbuchanan@mail.ifs.net.au
Level 5, 477 Pitt Street, Sydney | Craig Buchanan – Sydney, NSW Craig has worked in financial services throughout his career and has spent the last eleven years in financial advice. He’s worked as a superannuation adviser, client service officer and Financial Adviser since 2000. Craig has a Diploma in Financial Planning and is a Certified Financial Adviser. He enjoys helping his clients achieve their financial goals, no matter how big or small they appear to be. |
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Contact Brett
bpitcher@mail.ifs.net.au
Level 10, 144 Edward St, Brisbane | Brett Pitcher – Brisbane, QLD Brett has had over fifteen years in the financial services industry with the last twelve years specialising in financial planning with a major bank. He has a Advanced Diploma of Financial Planning and is a Certified Financial Adviser. Brett provides advice on superannuation, pre-retirement and post-retirement strategies, Centrelink entitlements, investment options, personal insurance and wealth creation. |
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Contact Elisha
elishahall@mail.ifs.net.au
Shop 110 Pacific Fair Shopping Centre, Hooker Blvd, Broadbeach | Elisha Hall – Gold Coast, QLD Elisha has an Advanced Diploma of Financial Planning and has eight years experience in financial services. Elisha joined our Gold Coast team in 2010. Elisha provides advice on budgeting, wealth creation, superannuation, retirement planning, insurance and estate planning. |
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Contact Cindy
cmombelli@mail.ifs.net.au
Suite 60, Mezzanine Level, Shangri-La Executive Centre, Pierpoint Road Cairns | Cyndy Mombelli – Cairns, QLD Cyndy has been in the Financial Planning industry for over ten years, previously with a local financial planning firm in Cairns. She completed her Diploma of Financial Planning in 2005 and is a member of the Financial Planning Association. Cyndy can provide advice on budgeting, superannuation, retirement planning, Centrelink, wealth creation and personal insurance. |
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Contact Matthew
mlowry@mail.ifs.net.au
Level 4, 33 Salamanca Place Hobart | Matthew Lowry – Hobart, TAS Matthew has a Commerce degree from the University of Tasmania, a Diploma of Financial Planning and is a Certified Financial Adviser. He has eleven years experience in the superannuation industry. Matt provides advice on superannuation, insurance, Centrelink entitlements, retirement planning, pensions, and estate planning. Matthew was born and raised in Tasmania, and works out of our Hobart office but travels regularly to the north of Tasmania to meet with members who require financial planning services. “I’m 62, hubby is 65. Matt provided us with the information and resources to make Max’s semi retirement in November last year truly painless. First piece of good advice was years ago when Mattreminded us about the government co-contribution. After that we met him at our workplace several times - by the time Max’s big day came Matt seemed like a friend as he guided us along a path of complicated forms and new words. Financial Adviser, yes – always professional, always explaining both sides of each new issues but he cares – on at least one occasion talking us through a difficult time when he was on leave. Once Max reached 65, Matt knew Max well enough to suggest still working a couple of days to keep him occupied & to give us a few more dollars. Max had worked 6 days a week for 30 years so stopping completely would have been disastrous - even golf would become boring 7 days a week! Matt guided us through the procedures to access our super, and apply for the Aged Pension – then when we miscalculated the cost of an expensive new purchase – Matt advised us again. He's always treated us as individuals and matched his advice to suit our own unique situation: no text-book or online information could come close.”Wendy and Max, HOSTPLUS members |
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Contact Ian
imcrae@mail.ifs.net.au
Ground Floor, 3 Plain St East Perth | Ian McRae – Perth, WA Ian has been an adviser for twelve years and holds a Diploma of Financial Planning, Bachelor of Commerce, Graduate Diploma in Banking & Finance and is a Certified Financial Adviser. Ian previously ran his own Financial Planning practice and worked with accounting firms to deliver quality outcomes for his client’s financial affairs. Ian ensures that HOSTPLUS members are on the right path to achieving a dignified and comfortable retirement whilst meeting the day to day needs of their current lifestyle. He believes that the small amount of effort required today to get your affairs in order will deliver immeasurable results when you come to retire. “I thought you should know how impressed I've been with Ian and his help with my financial planning. He has been so professional and honest with me and it’s been fantastic. He's also been very patient and insightful. As an expat, I’m not 100% on the Australian financial markets and he has been fantastic in explaining all of it. I am very satisfied with the plan that he and I drew up and I feel that my financial future is in the right direction and in the right hands”. – Meg, HOSTPLUS member |
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Contact Michael
mstone@mail.ifs.net.au
Level 1, 104 Frome St, Adelaide | Michael Stone CFP, DipFP – Adelaide, SA/NT Michael has been in the finance industry for over twenty-eight years. He is a Certified Financial Adviser and holds a Diploma of Financial Planning. He provides advice on budgeting, wealth creation, superannuation, insurances, retirement planning and Centrelink. |