Meet our Financial Planners
Our Financial Planners are experienced professionals who are focused on providing quality advice and personalised solutions. Our approach is to provide ongoing advice through building a relationship with you. Talk with us for advice on your individual situation.
Our planners make regular visits to our bank branches – view the planners’ schedules here and check when they are in your area.
Representative No. 278254
Galen has over 13 years’ experience in the Financial Planning Industry and the previous 20 years in the Financial, Business and Human Resources sectors.
Representative No. 296039
Glen has over 16 years’ experience as a Financial Planner working predominantly with the clients of large banking institutions.
Representative No. 257782
Glenda has over 17 years’ experience in the Financial Planning Industry and the previous 18 years in the banking industry.
Representative No. 257987
Jennifer has over 30 years’ experience in the financial services industry.
Representative No. 1002846
Josh has worked in the financial planning industry since 2006 and has experience working with a number of boutique financial planning businesses and large banking institutions.
Representative No. 255083
Meredith thrives on helping her clients achieve what they want out of life. She designs plans specific to their individual values and aspirations, and offers advice on how to make the most of their income and assets.
Representative No. 331536
Ross commenced his financial services career in 2005, initially working in retail banking.