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The Best Financial Planners In Central Coast
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Janelle Kirk – Central Coast Financial Planning Group
Senior Financial Adviser Janelle Kirk is clearly passionate about supporting people to realise their financial goals.
With more than 50 years in the finance industry, including over two decades in the banking sector – 11 spent with the CBA; and over 20 years as a financial planner, Janelle has developed strong quality relationships based on trust.
While working within the banking industry Janelle identified the need for financial planning services, especially for the aging population.
“As I moved with them through life I recognised there were a lot of pitfalls for those who couldn’t see what could be done to make the most of their retirement – what I usually call – ‘to retire smiling’.”
Wanting to embrace a holistic approach to supporting people with their financial future Janelle pursued further study to qualify as a Certified Financial Planner, and holds a Masters in Financial Planning and Graduate Certificate of Business Research.
As part of the team, Janelle provides advice in a range of areas including pre-retirement and retirement planning; and specialist advice in aged care.
“My approach may be different depending on where a person is in their life journey. It really is about listening to them to learn what is important to them and what they want to achieve.
When Janelle is asked ‘when’ should someone engage with a financial planner, her advice is – “the earlier you start the better”.
Travel, grandkids, volunteering? Find out how you can live your ultimate retirement. Speak to Retirement Specialist and Senior Financial Adviser, Janelle Kirk.
Office
Unit 1, 312 Central Coast Highway, Erina
John commenced his career in accounting in 1995 with mid tier Sydney CBD based firm, in the Accounting & Business Services Division. Whilst working there John took a particular interest in the specialist accountancy related IT needs of the firm, and transferred to the IT Division in a role as the Accountancy Applications Administrator and as a Network Administrator. When approached by NASDAQ listed accountancy software provider – Epicor Software, he took up an offer to move across to North Sydney as a Senior Support Consultant.
With a unique knowledge of accountancy, IT and small business, John left Epicor to start a company selling, installing and administering accountancy products to business. John expanded this business to provide process management consultancy to business, whereby he would utilise IT solutions to improve business efficiencies in order to reduce costs to business, increase staff productivity and increase profitability.
After spending 6 months traveling through Europe touring Normandy and the western front battlefields in 2002, John returned to Australia to sell his interest in his IT company and dramatically change course by joining the army, where he served in the special forces at 2 Commando Regiment (4RAR Cdo) for 5 years. During this time John saw deployment in Afghanistan, Timor and Fiji.
Upon leaving the army in 2007, John returned to the financial sector, working as business manager, investment analyst and financial planner.
John has completed numerous qualifications including a Bachelor of Business, a Graduate Certificate and Graduate Diploma in Applied Finance & Investment through Finsia. After completing his degree in business with many legal subjects, John continued to complete the majority of a law degree specialising in commercial, contract, and tax law. After completing all but the dry boring subjects of constitutional law and legal process, and deciding that he did not want to actually practice Law, John decided to instead study a Master of Applied Finance & Investment with Kaplan, and study subjects which were of use to him.
John also studied for a Diploma of Biblical Studies at Moore Theological College, whilst acting as a Church Warden and youth group leader at his local church, and religious teacher in local public schools, before deciding he did not have a religious calling and decided to join the army instead!
Raised on a farm outside Dubbo, John moved to Sydney to attend boarding school and university, where he met Lisa in 1996. After moving to the Central Coast in 2007 they married in 2008, had a daughter, Tahlia, in 2009, and a son, Jet, in 2013.
In his spare time, John enjoys going out to restaurants, watching the soccer and supporting the Mariners, taking his boat for a spin on Brisbane Water, Investing in direct equities through his Superannuation Fund and Family Trust, and playing with his Labrador, Tessa.
John is involved with the community through his involvement with the RSL and in assisting veterans with their compensation claims through the Department of Veteran’s Affairs.
Qualifications
Bachelor of Business (Accounting) – University of Technology, Sydney
Master of Applied Finance – Kaplan Education
Diploma of Financial Services (Financial Planning) – Pinnacle Education
Graduate Diploma in Applied Finance and Investment – Finsia Education
Graduate Certificate in Applied Finance and Investment – Finsia Education
Certified Tax Adviser – CTA2a – Advanced Tax – The Tax Institute
Certified Tax Adviser – CTA2b – Advanced Tax – The Tax Institute
Certificate III in Business (Frontline Management) – The Australian Army
Certificate II in Infantry Operations – The Australian Army
Certificate II in Parachuting – The Australian Army
MCSE (Microsoft Certified Systems Engineer) – Microsoft
MCP +I (Microsoft Certified Internet Professional) – Microsoft
MCP (Microsoft Certified Professional) – Microsoft
Certified Internet Business Strategist – Novell
A+ Certified Hardware Service Technician – CompTIA (Computer Technicians Industry Association)
Memberships
Registered Tax Agent
Fellow – The Tax Institute of Australia
Associate Member – Financial Services Institute of Australasia (Finsia)
Associate Member – Financial Planning Association of Australia (FPA)
Justice of the Peace (JP)
Office
Fusion Partners Central Coast
155 The Entrance Road
ERINA NSW 2250
Brett Call – Saige Financial Planning
Brett Call is the Financial Planner for Saige Financial Planning and is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. He holds a Bachelor of Commerce (Accounting, Finance & Banking) and an Advanced Diploma of Financial Services (Financial Planning); and is both a CPA and a CFP.
Brett has over 20 years experience working in accounting and finance. He has spent the last ten years working in public practice on the Central Coast. Brett became an Authorised Representative in 2008 and has focused on providing Financial Planning advice to a wide range of clients ever since.
Office
Suite 2.10
L2 Platinum Building
4 ilya Avenue
Erina NSW 2250
Melinda Reid – Sky Summit Financial
Melinda is a financial adviser with extensive knowledge of the Financial Planning Industry having been a Financial Planner with a major bank for 15 years. Melinda’s knowledge is broad across Superannuation, Retirement Planning, Managed Funds, Risk Insurance and Estate Planning.
Melinda holds an Advance Diploma in Financial Planning, Certificate in Self-Managed Super Funds and is a Member of the Financial Planning Association.
Melinda’s passion is building rapport and provide factual easy to understand information to clients to ensure they are well informed about their Financial situation.
Melinda Reid is an authorised representative (1247745) of Australian Unity Personal Financial Services Limited (AFSL 234459)
Office
5/168 Central Coast Hwy Erina NSW 2250
Troy Chapman – Country Wide Wealth
Troy is Country Wide Wealth’s CEO and our principal financial adviser.
He has been a financial planner since 2010 and has worked in financial services since 2000. Originally working as a finance broker whilst studying and then beginning his career as a business banker for one of the big four working throughout Sydney and The Central Coast.
A key component of Troy’s financial advice is to assist his clients to achieve their financial goals whilst working alongside other professionals such as Accountants, Mortgage Brokers and Solicitors to provide well-rounded comprehensive advice. He is known for his straightforward approach and is never afraid to ask the difficult questions to help clients make the best decisions for their financial future.
Troy can support you with:
Troy is an active member of the financial advice community, is a member of the Financial Advice Association of Australia, holds a Fellow Chartered Financial Practitioner delegation as well as an Advanced Diploma in Financial Planning and a Bachelor’s degree in Agricultural Economics.
Troy is as local as it gets. Born and raised here on the Central Coast, he understands local families and their financial goals. He attended both Umina Primary and High School and has been a golfing member of Everglades since 1992. Troy and his family are actively involved in the local soccer scene with his youngest son playing for Umina United – who we now proudly sponsor, and his eldest playing for Central Coast United.
Office
Suite 1, Level 1, 400 Ocean View Road, Ettalong Beach NSW 2257
Tim Condon – Partners in Wealth
Tim is the Director of Partners in Wealth and commenced his career in the Financial Services Industry over 10 years ago.
Tim is passionate about assisting his clients in planning for financial freedom. An expert in retirement planning strategies and portfolio construction allows Tim to tailor a financial plan suited to your individual goals.
Office
Suite 2, 36-40 Victoria St, East Gosford
Phillip Segaert – Yellow Brick Road Wealth Management
With over 14 years experience in Financial Services, I get enormous satisfaction from helping my clients achieve and maintain financial independence. With access to a great product offering, I can provide solid advice and personally tailored financial ‘road maps’ that make a positive difference in my clients’ lives.
As a father of five children and two small grandchildren, I am very passionate and aware of the importance of providing a strong financial future for my clients and their families. We always take time to enjoy our beautiful seaside surrounds, in and around the Central Coast. We thoroughly enjoy visiting our great local eateries and entertaining in our home. I’ve recently returned to my love of cycling, so every Sunday morning I can be spotted riding up and down our beautiful coast. After 14 years in finance, I joined Yellow Brick Road because it mirrored my own values and dedication to customer service. The unique business model is founded on the principle of providing all Australian’s access to quality financial advice. My mission is to provide this to the Central Coast.
I can help with:
Office
Shop 14, Palm Court, 172-176 The Central Coast Hwy,
Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.
Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.
This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.
Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.
Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.
Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.
Areas of Specialisation
Qualifications
Office
4C, “Fountain Plaza” 148-158 Central Coast Highway Erina NSW 2250
Tracy Dyer – Element Wealth Solutions
Element Wealth Solutions is focused on supporting and guiding clients to improve the way they manage their finances and to help them feel financially confident throughout all stages of life. Principal Financial Adviser Tracy Dyer, has been providing financial assistance to those in and around the Erina region for over two decades and continues to support and nurture people in reaching their financial goals.
Tracy is a Senior Financial Planner with an Advanced Diploma of Financial Services (Financial Planning) and is an Accredited Aged Care Professional™. Tracy understands the importance of listening and really immersing herself in the financial aspects of her client’s lives in order to best understand how to provide them with advice that’s tailored to their needs and circumstances. Tracy is passionate about financial planning and believes in delivering her services with the highest standards of integrity, honesty and the customer service.
Tracy takes pride in delivering holistic services that take into account each client’s entire life circumstances. Our approach is an open and transparent one, where we aim to explain what can often be complex financial solutions and strategies in easy-to-understand terms and concepts. We believe in sharing our knowledge and empowering our clients to make smarter decisions about money. Because making certain financial decisions can have an impact on other areas they may not have considered.
Ultimately, our goal is to each client make their financial and lifestyle goals and aspirations become a reality through careful, disciplined financial planning.
Office
Suite 4.03, 200 Central Coast Highway Erina NSW 2250
Martin McGrath – Financial Edge Group
Martin has been working in the Financial Advice profession since 2003, with dedication to the financial planning field where he is able to work in a pro-active and ‘forward focused’ way to help his clients achieve a much better financial and lifestyle outcome.
For years Martin and his team have worked strategically with their clients in the provision of advanced superannuation and retirement planning. As a team of specialist advisers, they enjoy facilitating strategies in the more technical and complex areas of the financial advice landscape.
Financial Edge Group clients benefit from these diverse skills and experiences to receive the best quality financial advice that is tailored to their specific needs and objectives both now and in the future.
Along with their education and accreditations, the Financial Edge Group team also has a passion for helping their clients enjoy their best retirement possible. This is done by providing strategies that aligned to their needs, while also being conscious of balancing cashflow, investment market movements and overlaying complex government legislation and rules.
Qualifications:
Office
Level 3, Suite 3.06,
4 Ilya Avenue,
ERINA NSW 2250
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