Our Financial Advisors
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Paul Connelley
- Senior Financial Adviser
- Certified Financial Planner
- Certified Practising Accountant (Financial Planning Specialist)
- Bachelor of Commerce (Accounting & Finance)
- Graduate Diploma, Securities Institute of Australia
- Diploma of Financial Planning
- McIntosh Financial Planning, 5 ½ years
- Hillross Financial Services, 2 ½ years
- 23 years in Accounting, Finance and Financial Services
(including 10 years Financial Planning)
- Specialist in Financial Planning, particularly retirement planning
and wealth creation strategies |
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Vince Dore
- Financial Adviser
- Financial Consultant, Merrill Lynch, 1 year
- Diploma in Financial Planning
- Certificate in Financial Markets, SIA
- Fellow of the Australian Institute of Banking and Finance
- 25 years in the Financial Planning and Banking industry
- Currently studying Certified Financial Planning diploma |
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Terry Greetham
- Certified Financial Planner
- Associate, Securities Institute of Australia
- Member, National Institute of Accountants
- Graduate Diploma in Applied Finance and Investment (SIA)
- 13 years banking experience with Westpac
- 4 year stockbroking experience with Capel Court Powell
- 5 years experience in investment management sales and distribution
- 10 years financial planning and planning management experience
with Bridges, Charter and NSP Buck Financial Planning |
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