Every customer's goals and aspirations are different. Our Financial Planners discuss these with you, examine your current situation and assist you in formulating a plan that will help you reach your goals in a realistic time frame.
With the qualifications and depth of experience of our Financial Planners, you can be confident that our advice is based on a clear understanding and knowledge of the increasing complex and ever changing range of options needed to be considered by investors.
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Todd Kennedy
Todd is the Group Manager of Financial Planning and is responsible for overseeing the state wide operations of the Financial Planning Department. Todd has been in the finance industry for over 15 years, and has widespread experience in providing advice to a diverse range of clients. Todd’s vision is to ensure MyState Financial offers its clients a high level of service, characterised by the provision of quality personalised advice. Todd graduated with a Bachelor of Commerce in 1999, holds the Diploma of Financial Advising and is a CERTIFIED FINANCIAL PLANNER™.
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Bruce Ayliffe
Bruce has been in the financial planning industry for over 15 years, following a successful career working in Government. Bruce is a CERTIFIED FINANCIAL PLANNER™ and holds the Diploma of Financial Planning. Bruce focuses on providing quality advice and ongoing care to his clients, and has a special talent in ensuring his client’s maximise their Centrelink entitlements. Bruce specialises in providing quality advice regarding retirement, redundancy, and Superannuation.
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John Carey
John has been in the financial planning profession since 2001. This follows an extensive period with Centrelink as a Financial Information Service Officer, where he gained experience in superannuation, shares and retirement planning. John strives to ensure that his clients receive a high standard of service and advice, and takes particular interest in ensuring his clients maximise their Centrelink entitlements. John also specialises in catering to his clients risk insurance needs and holds a Bachelor of Science degree and a Diploma of Financial Planning.
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Tania Chau
Tania has been working in the Finance industry for over 20 years, and has vast experience in helping her clients achieve their objectives. Tania specialises in all aspects of investment planning and has particular experience in arranging her clients Superannuation and Retirement affairs. Tania holds a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™.
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Lindsay Chilcott
Lindsay has worked in the financial planning and life assurance business for most of his life. Lindsay specialises in providing advice in all areas of financial planning, including superannuation, retirement income streams and investments. Lindsay has particular experience in catering to his client’s personal and business risk insurance needs. Lindsay is a member of the Financial Planners Association and the Association of Financial Advisers.
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Graeme Farrell
Graeme Farrell is a CERTIFIED FINANCIAL PLANNER™, holds a Bachelor of Economics, and a Diploma of Financial Planning. Graeme has been in the Financial Planning industry for over 16 years, and has extensive knowledge of the investment world. Graeme enjoys helping his clients reach their financial and lifestyle goals and has widespread experience in providing quality pre and post retirement and investment advice.
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Colin Grant
Colin has been working in the Finance industry for over 20 years, and has extensive experience in providing financial planning services to a wide range of client’s. Colin’s areas of specialty include investment, retirement planning and superannuation. Colin is a CERTIFIED FINANCIAL PLANNER™ and holds an Advance Diploma of Financial Services (Financial Planning).
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Matthew Khourey
Matthew Khourey possesses broad experience in various areas of the finance industry, including banking, insurance and superannuation. Matthew is an insurance specialist, and takes pride in ensuring that his client’s insurance needs are catered for. Matthew believes that protecting wealth is just as important as creating it, and views personal risk insurance as a means to achieve wealth protection. Matthew holds a Bachelor of Commerce, an Advance Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Superannuation).
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Tim Targett
Tim has worked in the Finance industry for over 30 years and boasts extensive banking and investment experience which allows him to provide specialist lifestyle planning facilities for his clients. Tim prides himself in providing an unrivalled service which encompasses the management of his client’s domestic and commercial financial needs. Tim is a CERTIFIED FINANCIAL PLANNER™ and holds the Diploma of Financial Planning.
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To make an appointment with one of our highly qualified Financial Planners, please call 03 6233 0651 or visit your nearest Branch.