MONEY TALK PLANNERS - Key Persons
Job Titles:
- Certified Financial Planner M.FinPlan B. Com ( FP ) Dip ( FP ) Dip ( F & MB ) CFP
Adrian has been providing professional financial planning advice and solutions to clients since 2013. Adrian was also the national winner within the AMP network winning the ‘New Adviser of the Year' in 2015.
Adrian prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice to help maximize and protect client's wealth, along with achieving their goals. Adrian has a broad range of expertise across a wide range of financial planning and mortgage broking areas, including superannuation, insurance, managed fund investments, home loans and finance.
Adrian currently holds a Master's in financial planning, along with a Bachelor in Commerce majoring in Financial Planning, Diploma in Financial Planning and a Diploma in Finance and Mortgage Broking. Adrian is a graduate of the highly valued AMP horizons Program.
Outside of work you will find Adrian down at his local soccer club, Falcons 2000 where he has been part of the senior coaching team since 2014. You will also find him at local Gippsland bars/cafes during the weekends where he is playing his acoustic music and gigging around town.
Job Titles:
- Accounts Manager
- Support Staff Member
Fil is an exceptional carer for all who are involved with Money Talk Planners, this includes clients, staff and the families of staff. Fil makes sure all accounts are settled and up to date and that the office is always running smoothly.
Job Titles:
- Support Staff Member
- Portfolio Administrator I Grad Cert
Henry began his career at Money Talk Planners as a trainee in 2020, where he attained his Cert III in business and progressed onto a Portfolio Administrator. He is now studying his Graduate Diploma in Financial Planning, on due course to becoming a financial planner.
Henry has shown strong dedication to the industry, a student member of the Financial Planning Association of Australia, and a recipient of the FPA Professionals Congress sponsorship program for 2022.
Outside of work, Henry can be found down at his local football club, where he is more commonly known as "The Difference," or in his shed enjoying a game of pool.
Job Titles:
- Support Staff Member
- Operations & Compliance Manager I AdvDip FP & Dip Business
Honi commenced with Money Talk Planners in October 2006 as our Operations Manager. Her vast experience & education in the industry spans over 25yrs, having completed her Diploma of Business in 2002 & Advance Diploma of Financial Services (Financial Planning) in 2003.
When not at work Honi enjoys a vast array of activities & adventures with her children & friends as well as explorations under the sea Scuba Diving.
Job Titles:
- Client Administration Services
Kloe has a diverse background in the legal industry, with six years of experience her expertise spans two areas: Superannuation Claims and Medical Negligence.
In 2022, Kloe entered a new chapter of her life when she welcomed her son and later transitioned into the financial sector, joining Money Talk Planners in June 2023. With her she brought her acquired skills from the Legal industry and has enjoyed applying those skills to her current role.
Beyond her career, Kloe enjoys time spent with her family and pets in nature and exploring different parts of the world.
Job Titles:
- Support Staff Member
- Senior Social Security Administrator
Peter comes to us with a vast array of experience working with the Department of Human Services, which spans over a number of decades.
Peter has a breadth of experience around social security and client services. As our Centrelink expert, there is little he does not know in this space.
An avid (ALL) sports fan, Peter's knowledge of sports is the only area which surpasses his knowledge around social security policy. When he's not at work, you may catch Peter at his beloved Melbourne Demons games or one the local football matches, which he also regularly frequents.
Renee commenced with Money Talk Planners in May 2022 as our receptionist and progressed into the role of Portfolio Administrator. She manages portfolios with precision and a client-centric approach. Beyond the financial world, Renee is a fitness enthusiast who loves hitting the gym, a dog lover who cherishes time with her furry companions, and a die-hard Collingwood supporter in the AFL.
Renee's role goes beyond spreadsheets; she is here to provide exceptional client service, answer your questions, and work with your Financial Planner to help you reach your financial goals. In her own words…."Join me in supporting Collingwood and let's embark on a successful financial journey together"!
Job Titles:
- General Insurance Authorised Representative
Sarah started at Money talk planners in January 2021, has enjoyed building learning and developing her skills in General Insurance.
Sarah has now completed her Tier 1 in General Insurance Broking, which enables her to give General Insurance advice at a more complex level.
On the weekends Sarah enjoys spending time with her family and friends and her dog.
Job Titles:
- General Insurance Authorised Representative
After enduring 12 years in the building industry, coupled of course with the birth of her first son - Tammie now spends her time utilising her highly developed administrative skill sets and extensive knowledge base, to assist across the many facets of the General Insurance division.
Tammie currently holds her Tier 1 qualification within the General Insurance Industry.
When Tammie isn't at work, she enjoys spending time with her two little boys, her puppies and of course SHOPPING!!
Tony has been providing professional Financial Planning Advice & Solutions to clients since 1990. Tony then attained his Certified Financial Planner (CFP) status in 2001. CFP is the highest designation in financial planning, coupled with commitment to the highest ethical standards & is recognised in 26 countries around the world.
Tony prides himself on delivering quality relationships and has a genuine care factor for both his clients and staff alike. Tony is a regular speaker at the monthly in-house seminars, providing updates and general strategies on Financial Planning matters.
When not at work, Tony can be found tending his small personal vineyard, cruising the open road on his Harley or supporting a vast array of the Gippsland Community foundations, Clubs & events. His home away from home is the Falcons 2000 soccer club, where has held the Presidency for over 10 years.