FinancialPartners (Tas) Our Team of AMP Accredited Advisers
Richard Graham Bejah CFP®
Profile Summary
Richard Bejah CPF® has been with AMP Financial Planning for over 34 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 25 years For the first five 5 years in Tasmania he was AMP Financial Planning Agency Manager Northern Tasmania based in Launceston, managing over 30 advisers
Qualifications: Richard Bejah CFP®, Dip FP, ANZIIF(Assoc) CIP, AFPA CERTIFIED FINANCIAL PLANNER®
Certified Insurance Professional (CIP) with the Australian and New Zealand Institute of Insurance and Finance.
Memberships: Member of the Financial Planning Association of Australia & also Associate of the Australian & New Zealand Institute of Insurance & Finance (The Institute)
Commissioner of Declarations (Tas)
Skills and experience
Specialises in helping customers with any level of wealth
Authorised representative number: 249392
Credit representative number: 370746
Phone: 03 6343 1007
Email: [email protected]
Areas of advice include:
Complimentary financial health check and goal-setting session
Specialist Retirement income advice
Aged care
Centrelink benefits
Gearing
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging
Services include:
Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring
See Financial Services Guide (FSG) for full detail
Peter Robert Grossman Dip FP
Profile summary
Peter has been a financial planner since 1998, and specialises in preparing clients for retirement and making the most of their retirement income.
Peter works closely with each and every client to fully understand their goals and motivations, and provides individually tailored financial advice that his clients can feel comfortable about.
Peter holds a Diploma of Financial Planning and has considerable experience dealing with Centrelink.
Outside of work, Peter enjoys spending time with his family as well as fishing, camping and playing in community bands.
Skills and experience
Specialises in helping customers with any level of wealth
Authorised representative number: 307278
Credit representative number: 380980
Qualifications: Diploma Financial Planning
Phone: 03 6343 1007
Email: [email protected]
Areas of advice include:
Complimentary financial health check and goal-setting session
Specialist Retirement income advice
Aged care
Centrelink benefits
Gearing
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging
Services include:
Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring
See Financial Services Guide (FSG) for full detail
Suzanne Margaret Iles ADV Dip FS (FP)
Profile summary
Sue has been in the financial planning industry for more than 15 years. She started as a Client Services Manager and then moved into financial planning in 2006, after completing her Diploma of Financial Planning. Sue then went on to complete my Advanced Diploma of Financial Planning.
Her role at FinancialPartners is Financial Planner and Senior Paraplanner. At FinancialPartners we believe in building a long term relationship with our clients by listening to their needs and tailoring appropriate solutions to help them achieve their personal, financial and lifestyle goals. Our aim is to provide professional and ethical financial advice.
Skills and experience
Specialises in helping customers with any level of wealth
Authorised representative number: 299510
Credit representative number: 370828
Qualifications: ADV Dip FS (FP)
Phone: 03 6343 1007
Email: [email protected]
Areas of advice include:
Complimentary financial health check and goal-setting session
Specialist Retirement income advice
Aged care
Centrelink benefits
Gearing
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging
Services include:
Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring
See Financial Services Guide (FSG) for full detail
Whitley Anne Bejah BBus. Dip FP
Profile summary
Whitley has been working in the services industry for over 9 years, making her way into Financial Services in 2012.
Since graduating from the University of Tasmania in 2012 with a Bachelor of Business Whitley has received awards for her achievements such as the Deans Roll of Excellence, Young Women in Business (2012), and the Mt Nelson award (2012). Furthering her study to complete her Diploma of Financial Planning (2013) to achieving her AR status with AMPFP has been working as Financial Planner since.
She specialises in Employer Superannuation, Risk and investor directed portfolio services. She is able to provide advice on AMP Bank mortgage and savings products.
There are few people who can combine depth of intelligence, care, ambition and sensitivity like Whitley.
Skills and experience
Specialises in helping customers with over $50k of household income
Authorised representative number: 440151
Credit representative number: 443476
Qualifications: BBus, Diploma Financial Planning
Phone: 03 6343 1007
Email: [email protected]
Areas of advice include:
Complimentary financial health check and goal-setting session
Retirement income advice
Centrelink benefits
Gearing
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging
Services include:
Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring
See Financial Services Guide (FSG) for full detail
Michelle Pascoe Dip FP, Dip FMBM Full Member MFAA , Credit Adviser MFAA (TM)
Accredited Mortgage & Banking Adviser
Michelle has been providing professional debt solutions since 2005 and financial planning advice and solutions to clients since 2012.
Michelle prides herself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
See Financial Services Guide (FSG) for full details
Kate Martin Client Services Officer
Kate works closely with all of the advisers to ensure clients are meeting their objectives and goals.
When not in the office, Kate enjoys personal fitness regimes, nothing better than taking a morning run or swim.
Phone: 03 6343 1007
Email: [email protected]
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(Currently on maternity leave)