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Let us find the Best Financial Planner for your Needs and Situation.
He started in the finance industry back in 1987 as a life and general agent at AMP—following in the footsteps of his forefathers. Since those early days, He has worked in many roles, including general agency manager. Over the years, he gained more experience and qualifications, eventually starting his own business and becoming fully settled into the role of a financial planner. He merged his business to become part of the All Financial Services group in 1999 and strongly believe in their vision to improve the quality of people’s lives through a living financial plan.
He feels it is important for people to seek advice from a financial planner so they can have a realistic understanding of what the future holds for them. With the right advice, they are able to make informed choices about their future. It’s also important families are financially protected with a plan in place in case something goes wrong.
His life experiences enable him to have a deeper understanding of the issues people face. He understands the pressures of being self-employed and know full well the fear of retirement. The question He is asked most is “Does he has enough money and will it last?” He will listen to your concerns, uncover what’s important, discuss solutions and empower your to make decisions when the time is right.
Being involved in focus groups and committees allow him to give back to our profession and the business community. He is proud to be the Vice President (Finance) at the Northern Territory Chamber of Commerce, an executive committee member of the Authorised Representatives Association and of the AMP Advice Review panel.
NAB HOUSE, GROUND FLOOR, SUITE 4, 71 SMITH STREET, DARWIN NT 0800
“Most people earn a living, but not many design a life. My aim is to help you make your dreams a reality and achieve greater financial freedom and security.”
Judy is a CERTIFIED FINANCIAL PLANNER® and has been working in the financial services industry in Darwin since moving to the Northern Territory in 1997. Judy joined Morgans in April 2013, has a strong customer focus and believes that appropriate financial planning advice can add to a client’s situation.
Services and specialities
Judy’s focus is on providing comprehensive, personalised advice to a wide range of clients in areas including wealth creation, wealth protection, debt management, superannuation, retirement and estate planning. As a specialist member of the Superannuation Professionals Association of Australia, Judy has a special interest in advising Trustees/Members of Self-Managed Super Funds.
Industry Education & Experience
She is employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited – Darwin. Her employer remunerates her as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
Level 2, 36 Mitchell St, Darwin, NT 0800
Glen is committed to the Territory. A born and bred Darwinian, Glen has been actively involved in providing financial advice in Darwin since 1989. With over 20 years experience, Glen has the skills and expertise required to assist clients through life’s journey, including all the ups-and-downs that come with it!
Whilst adopting a holistic approach to financial planning, Glen specialises in developing customised superannuation and retirement strategies, maximising Centrelink benefit entitlements and safe guarding business owners and individuals via a range of risk management strategies.
Glen is a Certified Financial Planner (CFP) which is the highest level of professional certification that a Financial Planner can achieve in Australia. He also holds a Bachelor of Business degree with majors in Finance and Banking, and a Diploma in Financial Planning.
Glen is also a practitioner member of the Financial Planning Association and was a recipient of the FPA Fellow Award 2010. This was in recognition of his outstanding contribution as Chairman of the FPA Northern Territory Chapter, a position Glen held from 2004 to 2012. Glen is the only FPA Fellow in the Northern Territory and is well respected among his peers.
Typically Glen’s clients are referred to him by his existing loyal client base and a range of business professionals with whom he has established a well developed network of trust in the local area.
Glen is an active member of the RI Advice network of practices. In 2012 he was elected by peers to represent the Queensland and NT Proprietors on the RI Proprietors Advisory Council, and has been appointed as the national Chairman since 2015.
Outside of work, Glen enjoys coaching football with the Nightcliff Tigers Football Club.
Carpentaria House, Level 3, 13 Cavenagh Street, Darwin, NT 0800
She spent several years working for Westpac in various branch positions yet in search of a greater challenge took on a secondment with subsidiary company, Westpac Financial Consultants. As Branch Liaison and Client Conservation Manager she was afforded the opportunity to work with a variety of Financial Planners and their clients. It was extremely diversified and a demanding role, and brought with it both challenge and great reward. Most importantly however, it provided her with an insight into the role of an Adviser and how they assisted people to achieve their lifestyle goals.
She continued to work with Westpac’s Financial Planning team for several years with a focus on fostering strong relationships between its advisers, staff and clients. She also became an insurance trainer before deciding to do something completely left field – She moved to Darwin.
Having holidayed in the Northern Territory several times, She always thought it was a fabulous place so she took the plunge and relocated. That was some 23 years ago – so she likes to think she can now call myself a local. Not long after arriving she secured a position with a small Financial Planning firm where she worked in administration and assisted with insurance client reviews. She then went on to work for another firm and became a licensed Financial Adviser, specialising in wealth protection.
She joined Praescius in January 2011 initially as their Specialist Risk Adviser, but have since put the rest of her knowledge and training to work and now provide holistic financial advice. Whilst she enjoys delivering advice around how clients can best protect themselves in times of challenge – be it individuals, family or business owners – being able to assist her clients with all of their needs at each stage of life, is both fulfilling and rewarding.
She is a member of the Association of Financial Advisers, have a Diploma in Financial Planning and she is currently completing her Advanced Diploma.
She loves to spend her ‘down time’ with family and friends and have a passion for cooking and love to travel – with many places still on her bucket list!
8Praescius Suites, C308 – Level 1, 19 Kitchener Drive Darwin NT 0800
Susie has been helping families, managers and business owners with their personal financial planning needs since 2001. Over that time she’s worked with many clients from different backgrounds and has as a result, worked on many different financial planning challenges. Today this experience makes Susie a trusted source of advice to her clients. She helps clients reach their goals reliably and consistently through well researched advice and effective implementation.
Susie left the financial planning partnership she was with to start her own practice – Advanced Financial Planning Solutions.
“It’s true that I’ve worked with many kinds of clients, but the conclusion for myself that I’ve come to is that financial planning just shouldn’t be for the ultra rich. You can in fact make more of a difference to the life of a family or a business owner than you can with those kinds of clients. That’s what I want to do with my knowledge and time. I want to make a positive difference to real people’s lives by providing them with really good financial planning advice. That’s why I felt I had to launch Advanced Financial Planning Solutions”, says Susie.
Susie’s expertise extends over a number of financial planning areas that affect families, managers and business owners. This expertise includes Debt and mortgage reduction advice, Saving and investment advice, Family insurance protection advice, Superannuation and retirement advice, and Estate planning advice.
Susie holds the Certified Financial Planner®, which is the highest designation for financial planners in Australia and worldwide. Susie also completed a Diploma of Financial Planning and a Master of Financial Planning, Finances and Financial Management Services. Susie is also active in the financial planning profession too, being the FPA Chapter Chair in Darwin since 2011.
Despite holding these qualifications and experiences, Susie remains very down to earth and takes a genuinely caring interest in helping her clients sort out and then make the most of their financial lives. Susie was a client herself before becoming a financial planner. At the time she was working casually in her first career as a registered nurse and she and her husband had 2 small children. Like all young families, money was very very tight. If you’re looking for caring, experienced and qualified financial planner to help you build a family financial plan, or a trusted adviser for your business; then Susie looks forward to meeting you.
PO Box 37436 Winnellie NT 0821
Heath is a Partner of Halpin Financial Services and a Senior Adviser specialising in Retirement Planning. He has been actively involved in the financial planning industry since commencing his career in 1987. Now with over 30 years’ experience in assisting and guiding clients through all forms of economic and legislative change, Heath has a vast wealth of experience which he draws upon to provide the right solution for his clients.
Heath has been a selected Tutor for the Workers Education Association of SA (The WEA) for over 20 years. His two courses “Providing Reliable Income in Retirement” and “Successful Self-Managed Superannuation” continue to be highly regarded by the WEA and attendees. The courses enable Heath to educate attendees on the key insights and strategies he has developed over the years.
Heath is a keen golfer and has been a member of the Grange Golf Club for over 30 years. His passion for the game has taken him to many parts of the world with family and friends.
Heath and his wife Kylie live in the Eastern Suburbs with their two teenage children and their weekends are spent in the role of kids taxi, and relaxing when not required to do so!
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under license.
CERTIFIED FINANCIAL PLANNER®
84 Smith Street Darwin NT 0800
His goal is to deliver quality financial advice and to ensure our clients are well looked after. They will help plan for your future and support you in every way to achieve your financial goals.
It is exciting to be able to offer a full suite of financial services to make the maximum impact to a client’s financial well-being. As a father of a young family, he understands that quality financial advice is important. He thrives when given the opportunity to help make a positive difference to improve his client’s financial future. He holds a Diploma in Financial Planning and Certificate IV in Finance and Mortgage Broking from the International Institute of Technology. By joining Yellow Brick Road, his goal is to provide professional quality financial advice to everyone with the desire to improve their financial position. He enjoys using his extensive experience in a family owned business to provide a unique, friendly and professional service to the local community.
He can help with:-
Shop 2, 293 Trower Road, Casuarina, Darwin NT 0800
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