Even before an interim report has been issued by Commissioner Hayne, major changes to the financial planning landscape are already being announced. Three of the four major players (ANZ, CBA and NAB) have initiated (or in ANZ’s case completed) the spin out of their financial products businesses to create (in their own words) an independent…
“Through our merger, we create an enhanced capability to deal effectively with multiple generations – often within the same family group.”
Managing Partner of Minchin Moore.
The merger is effective 1 Dec 2017.
“From day one, I have been focussed on delivering valuable advice in the best interests of my clients. As a sole practitioner with a growing client base, I was finding that my time in front of clients was becoming more stretched. As a larger, more established business, Minchin Moore will provide my clients with access to a more robust service offering but also will allow me to continue to grow my business with confidence.”
Managing Director of SFM.
We believe that you have the most to gain by looking at your financial life holistically. We will work with you to construct a long range strategic plan and an investment plan that are tailored to your own personal goals and circumstances. We will help you design your personal ‘investment program’ and then we will individually build, manage and monitor your investment portfolio.Find out more
By providing our clients with appropriate information coupled with our financial wisdom, we help to enhance the many financial decisions they need to make through life’s journey. Through this process we bring greater affluence, certainty, and security to their lives.Find out more
Katie holds a Bachelor of Management from the University of South Australia, and an Advanced Diploma of Financial Planning. She plans to undertake studies in the Certified Financial Planner qualification in 2018-19. Katie has worked in the financial services industry for over 15 years.
Prior to joining Minchin Moore Katie worked with ANZ Private for 12 years, her final role there being that of Senior Adviser, where she assisted a select group of individuals and families with their financial planning and investment management needs.
Katie has a special interest in the education and financial literacy of young women. She has mentored female students in financial and business studies at Macquarie University and has acted as a Graduate Coach for wealth graduates in ANZ.
With her strong attention to detail, Katie prides herself on providing a comprehensive service that simplifies and helps co-ordinate her clients’ financial lives. She works with clients to initially identify their key values and objectives and then designs and executes an ongoing strategy to achieve what is important to them.
& Managing Partner
mob: 0413 880 872
Mark was ranked 8th in Australia in the prestigious “Barron’s Australia Top 50 Financial Advisers” survey for 2017.
Mark has a Bachelor of Commerce (Accounting), a Graduate Diploma in Applied Finance and Investment, a Graduate Diploma in Financial Planning, and he is a Certified Financial Planner. Mark has further specialist accreditations in the areas of self-managed super funds, derivatives, and margin lending. He has been involved in financial planning and wealth management for over 21 years.
Mark began his career in accounting with Price Waterhouse (1yr) before moving into financial services with Perpetual Private Clients (8yrs), Macquarie Private Wealth (5yrs), and UBS Wealth Management (2yrs) then founding his own business Minchin Private Wealth in 2010. Minchin Private Wealth became Minchin Moore in 2011 when the business merged with the longstanding financial advisory business of Peter Williams.
Mark’s skills encompass investment management, financial planning, trusts, estates, and philanthropy. Additionally, Mark has a strong understanding and working knowledge of financial markets across all asset classes including stocks, bonds, and currencies.
His strong industry background coupled with a high level of strategic thinking allows Mark to act as a robust sounding board for his clients on all matters financial. Mark works with families, individuals and a small number of not-for-profit institutions. It is his role to pull together their overall strategic plan and to ensure that each plan continues to evolve with their ever changing needs and objectives.
Mark is the father of three and in addition to enjoying time with his young family is a keen sportsman, regularly competing in long distance ocean paddling events around Australia. Mark’s wife Chantal, also a paddler, is a two time Olympian and Beijing Bronze Medallist. With this key alignment of interests Mark was able to play a significant role in Chantal’s coaching in the lead up to the Beijing Games.
mob: 0487 122 381
Nick has an Advanced Diploma in Financial Planning, a Graduate Diploma in Applied Finance and is a Certified Financial Planner. Additionally, Nick has specialist accreditations in the areas of self-managed super funds, margin lending and direct equities. Nick has been involved in financial planning and wealth management for over 12 years.
He began his financial services career at BT Financial Group in 2004 (owned by Westpac). Primarily, he was responsible for the distribution of investment, retirement and insurance products to retail clients. Nick joined Minchin Moore as an Associate Director in 2011 and became a Partner in 2014.
Nick prides himself on building long-term partnerships with his clients. He focuses on delivering holistic financial advice specialising in superannuation, investment management and wealth protection. His clients include young professionals, wealth accumulators and pre-retirees.
Away from the office Nick enjoys time with friends and family, enjoys travelling and participates in a range of sports. Nick lives on the northern beaches and plays golf at Elanora Country Club.
mob: 0409 603 074
Tom has a Bachelor of Commerce (Accounting), a Post Graduate Diploma in Applied Finance and Investment, an Advanced Diploma in Financial Planning and is a Certified Financial Planner. Tom also has specialist accreditations in the areas of self-managed super funds, listed securities, margin lending and personal debt advice. Tom has been involved in the wealth management industry for over 12 years.
Tom began his career in portfolio management with BT Private Portfolio where he gained a sound knowledge and appreciation for the workings of financial markets and the practical implications for private clients. Tom then moved to the wholesale business of BT Investment Management where he worked with financial planning firms on portfolio construction and model enhancement.
Tom now specialises in providing holistic advice to private clients across investment management, strategic financial planning, self-managed superannuation funds risk insurance and lending services. Tom enjoys seeing clients realise their financial and lifestyle goals.
Tom is the father of one, and in his spare time is a keen sportsman, participating in cycling, surfboat rowing and a range of outdoor activities.
Jenny has a Bachelor of Commerce (Accounting & Finance), a Diploma in Financial Planning, and is an accredited Derivatives and Self-Managed Super Fund adviser. She has over 18 years’ experience in the financial planning industry.
Jenny held a variety of roles with Commonwealth Bank, Investor Security Group and Rice Kachor Research before joining Macquarie Private Wealth as a Para Planner in 2001. Jenny remained with Macquarie for 8 years, ultimately assuming the role of Technical Sales Manager. Jenny left Macquarie to take up a Client Advisor role with UBS before joining AMP as a Para Planning Team Leader.
During her career at Macquarie, Jenny was responsible for rolling out technical training for advisers in the more complex areas of financial planning. This experience allowed Jenny to develop a very strong skill set in the more technical areas of financial advice.
Jenny now runs the operational side of Minchin Moore, including compliance, training of staff and acts as the business’ key technical resource on matters such as tax, superannuation and legislative change.
Jenny somehow juggles her demanding professional career with being the mother of twin boys. She enjoys spending time with family and friends and keeping fit.
mob: 0417 441 190
Angus has a Bachelor of Agricultural Economics, a Graduate Diploma in Applied Finance and Investment, a Graduate Diploma in Financial Planning and is a Certified Financial Planner. He maintains a specialist accreditation in Self-Managed Super Funds with SMSF Association.
He began his career in financial services over 19 years ago. During this time he has worked with Perpetual Private Clients, ABN AMRO Morgans and NAB Financial Planning.
Angus’ primary role is to provide specialist strategic, investment and risk management advice to farmers, graziers, business owners and professionals. His specialist advice incorporates:
· wealth accumulation and investment strategies;
· wealth protection strategies; and
· specialised superannuation, retirement and estate planning solutions.
He has a strong connection with and understanding of regional and rural issues. This allows him to assist clients to make sound and informed strategic financial decisions. It is his role to pull together an overall strategic plan and to make sure it evolves with the changing needs and objectives of his clients.
Angus is married with three children and lives on a small farm. He loves any sport – participating and watching. He is the secretary of Walcha Junior Rugby Union Football Club, President of Walcha Swimming Club and a proud member of the “High Cows Open Water Swim Group”.
mob: 0439 645 605
Charlie has a Bachelor of Business, a Graduate Diploma in Applied Finance & Investment and a Diploma of Financial Services. He has over 17 years’ experience in professional investment management and is a fellow of the Financial Services Institute of Australasia.
Charlie established a boutique advice practice ‘Perkins Portfolio Management’ (PPM) in Orange in 2009. After a long association, the practice ultimately merged with Minchin Moore in 2016.
Prior to founding PPM, Charlie spent 10 years in senior institutional trading and sales roles at Citigroup Global Markets [Sydney and London]. During this time, Charlie was responsible for trading with and marketing to key stakeholders across the global investment landscape, including government authorities, sovereign wealth funds, pension funds, hedge funds and high net worth individuals. Charlie’s last position at Citigroup was Director – Fixed Income, Commodities & Currencies, Citigroup Global Markets London.
Charlie’s international markets experience has allowed him to develop a deep knowledge of financial markets encompassing all asset classes – from equities, to bonds, commodities and currencies.
With this market knowledge coupled with a strong ability to think strategically, Charlie works closely with high net worth families and individuals to build comprehensive financial strategies and investment plans.
Charlie is married with four young children and lives in Orange. He has a keen interest in virtually all sports, but especially rugby, golf and cricket. When time permits he can be found either on the fairways of Duntryleague or the hill at Orange Emus.
mob: 0418 276 171
Ben is a Partner in Minchin Moore. He has been involved in the financial services industry for over 20 years (both with small business and large corporates), and has a strong tertiary background (three degrees from UNSW). He is also a Chartered Tax Adviser and Self-Managed Superannuation Fund Specialist Adviser. Ben is deeply passionate about drawing a line in the sand in the financial planning industry, and delivering advice that is free from conflicts, and specific to the aspirations and outcomes that are important to each individual client.
Having established his own business at age 23, Ben has a particular expertise in working with small business owners and professionals. His partnership style approach in working with wealth accumulation clients as they navigate their key personal and financial milestones, ensures clients always have a “go-to-person” in their life for all things financial. He also focuses on giving back to clients their biggest life constraint which is time, so they can spend it with the people or doing the things that are important to them.
Ben is married to Gillian, and they have 3 energetic boys (ages 12, 9 and 7), a dog, a cat and some chickens. In between work and family time, Ben squeezes in as much sport (including as a spectator) and exercise as possible.
mob: 0435 421 403
Andrew has a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning. Andrew has more than 20 years of high net worth financial services experience developing expertise across investments, advice, and philanthropy.
Andrew’s previous experience includes Head of Advice and Head of Research, Managed Funds and Structured Products for Commonwealth Private. These roles included responsibility for the advice and investment process, and development of investment strategy and house views. He also held the position of Senior Manager Investment Research at Perpetual Private Clients. Andrew has significant investment governance experience through membership of the Commonwealth Private and Perpetual Private Clients Investment Committees.
As Chief Investment Officer, Andrew is custodian for the Minchin Moore investment philosophy and process, investment strategy across all asset classes for managed funds and listed investments, and implementation and review of all client portfolios. Andrew is Chairman of the Minchin Moore Investment Committee.
Andrew is deeply engaged with philanthropy and the For Purpose sector as a non executive director with Sydney Eisteddfod and National Centre for Childhood Grief. He is enjoying raising three daughters with his wife Belinda, and relaxes through golf, outdoor exercise, reading, supercoach, and gardening.
Alex has an Advanced Diploma of Financial Planning, is a Certified Financial Planner (CFP) and Life Risk Specialist (LRS), and is currently studying towards a Masters of Professional Practice (Financial Planning).
Alex has over fifteen years’ experience working in the financial planning industry. He began his career with another leading financial planning firm in Sydney (9yrs), following which he moved to London (3yrs) where he gained an in depth understanding of the UK tax system and pension schemes. On returning to Australia, Alex spent a year as a senior business analyst with BT Financial Group prior to joining Minchin Moore in 2015.
A detailed and technical adviser, Alex enjoys working with a wide range of clients with varying needs. Alex’s client base includes a cross section from young professionals through to retirees facing aged care related issues. Alex understands and respects that each client is unique, so it is vital that advice be tailored to their personal needs and objectives.
Outside of work Alex enjoys travelling and spending time with family and friends. He is also a keen water polo player, open water swimmer and snowboarder.
mob: 0406 039 292
Anh has a Bachelor of Commerce (majoring in Economics and Marketing), an Advanced Diploma in Financial Services (Financial Planning) and is a Certified Financial Planner. Anh has been in the finance industry for 18 years and has spent the last 15 years providing financial advice.
Prior to joining Minchin Moore Anh spent 9 years at Perpetual Private advising successful individuals and their families with wealth preservation, asset growth and intergenerational wealth transfer. Anh also has extensive experience advising individuals who have received significant court settlements on how to structure their financial affairs and invest their proceeds in line with prudent person principles. Prior to Perpetual Private Anh also held advice roles at Mercer, FSD (an independent boutique) and NAB.
Anh was awarded Perpetual’s Senior Adviser of the year award in 2013 and Rookie Adviser of the year award in 2010. In addition, Anh received NAB’s Wealth Manager of the year award in 2004.
Anh enjoys the long term relationships she develops with clients. She takes the time to understand what is important to them and then develops bespoke smart solutions for each client. Anh regularly reviews her advice to ensure that as each client’s life evolves so too does their financial plan. As their trusted adviser, Anh’s clients know they can rely on her to provide them advice which is in their best interest.
Anh lives on the Northern beaches with her husband and two daughters. She loves traveling and baking in her spare time.
mob: 0412 209 736
Peter is a Fellow of the Institute of Chartered Accountants; holds Bachelor and Master of Commerce degrees from the University of NSW and is a member of the Financial Planning Association (FPA). He has been involved in financial planning and wealth management for over 30 years.
Peter was a founding partner of the leading Sydney based Chartered Accounting firm Williams Hatchman & Kean, now known as Crowe Horwath and established its highly successful financial planning division in 1985. Peter then joined Prescott Securities Limited (a subsidiary company of the publically listed WHK Group Limited) and managed the Sydney office before joining with Mark Minchin in 2011 to establish Minchin Moore.
Having retired on 30 June 2017, Pete maintains a keen interest in Minchin Moore and provides us with ad hoc consulting services including coaching for our advisers and general support for our management team.
Having initially graduated from the University of NSW with a Bachelor of Science degree, Annabelle worked extensively in the science field including positions within the environmental, pharmaceutical, dairy and pathology sectors.
A career change and further tertiary study saw Annabelle graduate with distinction in a Bachelor of Business degree majoring in Accounting.
After working in the accounting field Annabelle joined Perkins Portfolio Management in 2011 where she has worked as an Associate Adviser for the past four years. Annabelle became part of the Minchin Moore team when the two practices merged in 2016.
Annabelle enjoys a wide range of sports including bike riding and is kept busy at home by her three children and her husband Matt, whom she assists with the management of his Land Surveying practice. Annabelle is currently a member of the Kinross Wolaroi School Council.
Elizabeth has a Bachelor of Commerce (Accounting) and a Diploma in Financial Planning. She is currently studying her Advanced Diploma of Financial Planning and has aspirations to enrol in the Certified Financial Planning program later this year.
Elizabeth has worked within the financial planning industry for over 9 years in various roles with RetireInvest, Dixon Advisory, Financial Index and Godfrey Pembroke. She has worked as a Para-planner for almost 5 years which has allowed her to develop her technical knowledge and ability to formulate complex strategies in financial advice areas including superannuation, retirement planning, investments and insurance.
Elizabeth joined Minchin Moore in January 2016 as an Associate Adviser and enjoys working with clients to implement and review their strategic plans.
Elizabeth moved to Sydney for a sea change in mid-2015 from Canberra. She enjoys keeping fit, traveling and spending time with family and friends in Canberra.
Geoff completed his Bachelor of Business (Financial Planning) through RMIT and is currently undertaking the CFP accreditation through the FPA.
Geoff has over 6 years’ experience working in the Banking and Finance industry, starting out as a Personal Banker with Westpac before moving into client services with State Super Financial Services. His strong understanding of processes allows Geoff to ensure our client’s needs are met efficiently and without delay.
Geoff is a keen sportsman with particular interests in cricket and rugby union. He played cricket for Manly and rugby for the Forest Rugby Club. Geoff spent five years playing cricket in the UK where he was signed to three different clubs as the overseas player. When not playing sport Geoff enjoys travelling and spending time on his family’s farm on the Mid North Coast.
mob: 0403 805 505
Alexandra has a Bachelor of Marketing and Public Relations and a Diploma in Financial Planning. She is currently completing her Masters of Financial Planning and will begin studying towards gaining Certified Financial Planner status upon completion.
Alexandra has worked in the financial services industry for over 10 years, beginning her career in a boutique financial planning firm in Perth before moving to Sydney where she held Event Manager roles at IOOF Holdings and BT Financial Group. Looking for a new challenge, Alexandra was drawn back to a career in financial planning and is particularly looking forward to working with clients to help them achieve their long-term financial goals.
In her spare time Alexandra enjoys keeping fit, traveling and most importantly, spending time with family and friends.
Jonathan has a Bachelor of Commerce (Hons) and is currently completing a Master of Financial Planning.
Jonathan began his career as an investment banker at Deutsche Bank focussed on large cap M&A, before relocating to Hong Kong and London to manage the bank’s Australian and New Zealand leveraged and corporate debt portfolio. Prior to joining Minchin Moore, Jonathan worked at Goldman Sachs in Sydney advising clients across a range of matters including M&A strategy, valuation, and equity capital markets. Jonathan has 10 years’ experience in the financial services industry and in the provision of financial advice.
In his spare time Jonathan enjoys swimming and surfing and is a volunteer lifeguard at Bondi Beach.
Kyle has a Bachelor of Commerce (Finance), a Master of Financial Services, and is currently completing his CFP certification through the FPA.
Kyle has 5 years’ experience working in financial advice and is particularly passionate about finding out where a client wants to be, and working with them to find the path that is most likely to get them there.
Kyle is a sports tragic and plays cricket and soccer. When not playing (or watching) sport, Kyle enjoys reading and spending time with family and friends in Newcastle where he grew up.
Hayley has predominately worked as an HR Business Partner, with 12 years broad experience across telecoms, retail businesses and professional and financial services. Her experience includes 6 years business partnering the Investment team at Invesco Perpetual and Invesco Asset Management (London) and 4 years working with the Sales team at Level 3 Communications (London).
The last few years Hayley has been working as the Office Manager within a small business environment. Her success is based on having strong organisational, communication and interpersonal skills, with the ability to run everything in the background; this gives the team space and professional support to do what they do best.
Hayley is often the first point of contact for clients, her job is to make sure we meet the needs of our clients in line with their expectations and always with a smile on her face.
Hayley enjoys time with family and friends, she has two young children to keep her busy and manages her son’s soccer team.