Our team of advisers are all equity partners in the business and have a wealth of industry experience gained over many years. They are supported by a number of support staff who are committed to the highest level of customer service and ongoing client engagement. The members of our team of advisers are:
Haydn Dale has a background in business banking having previously held senior management roles at the NAB and St George Bank.
Haydn is an accredited mortgage consultant and a member of the MIAA. He holds the following qualifications:
Arthur Pringle has been providing financial advice to clients since the 1970’s. Arthur loves a game of golf and gardening. He is also a JP who specialises in giving advice in the following disciplines:
His Authorised Representative Number issued by ASIC is 239475
Matt has been providing financial advice to clients since 1982. His hobbies are photography, music and travel. Matt specialises in giving advice in the following disciplines:
Matthew has served on the Board of the Association of Financial Advisers as NSW State Director and was a past Top of The Table Member of the M.D.R.T.
Tony has been advising clients for in excess of 20 years and is a long standing Certified Financial Planner. He has a keen interest in corporate philanthropy and is actively involved in a number of industry bodies representing non-instituationally owned practices. Tony is a responsible manager of this Licensee. He is a long time resident of Manly and enjoys the local lifestyle and quality time with his daughter. His hobbies include field Hockey and ballroom dancing. Tony holds a Doctorate in Business Administration and is an active fellow of the Australian Institute of Company Directors, including a number of non-executive appointments. Tony specialises in giving advice in the following disciplines:
Tony holds the following professional designations:
He holds the following academic qualifications: Authorised representative number (issued by ASIC) 239509.
Sean has been working within the industry since 2001 and has a particular interest in helping aspiring young families in our community to financial security through reliable and long-term strategic advice in all aspects of Financial Planning. He is Northern Beaches raised and is a dedicated surfer who loves outdoor activities. Sean is a responsible manager of the Licensee and is also responsible for all practice mangement issues for the firm. He is actively involved in debate on the growing need for transparency and professionalism within our industry. He holds an Advanced Diploma of Financial Services (Financial Planning) and is currently completing his Bachelor of Business in Financial Planning. Sean places a high importance on building and maintaining long-term relationships with all clients, he places a very high emphasis on client service and has in depth knowledge of the financial planning process. He specialises in providing advice in the following disciplines:
His authorised representative number issued by ASIC is 284423. Company Membership The partners of the firm are current members of the following industry bodies:
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