If you’re looking for a home loan, Financial Partners (TAS) is here to help.
Why should you use a mortgage broker? There are lots of good reasons why ……..
We streamline the process.The first step is ………
If you’re looking for a home loan, Financial Partners (TAS) is here to help.
Why should you use a mortgage broker? There are lots of good reasons why ……..
We streamline the process.The first step is ………
Federal Budget October 2024-25 Your wrap up of what this budget means for you.
Our Latest Aspirations Winter 2024 Newsletter
Helping you to design your one of a kind picture of tomorrow
Our financial advisers can partner with you to help you achieve the results you need.
Meet our team
Richard Bejah CFP®, Dip FP, CIP, AFPA
Principal & Certified Financial Planner®
Profile Summary
Richard Bejah CPF® has been with AMP Financial Planning for 40 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 31 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.
Member of the Financial Planning Association of Australia & also Associate of the Australian & New Zealand Institute of Insurance & Finance (The Institute)
Peter Grossman Dip FP
Senior Financial Planner & Retirement Planning Specialist
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.
Whitley Bradford MFinPlanning, BBus, Dip FP
Accredited Mortgage Consultant
Profile summary
Whitley has been working in the services industry for over 17 years, making her way into financial services in 2012.
She completed her Bachelor of Business in 2012 with the University of Tasmania, and has since gone on to complete her Diploma of Financial Planning and graduated from Griffith University with a Masters of Financial Planning in March 2016. She is now also a sessional lecturer at Griffith University teaching the Masters of Financial Planning course.
Whitley was semi-finalist in the 2018 AFA Female Excellence in Advice Awards!
She specialises in Debt consolidation, Mortgage Broking, Risk and Superannuation for clients with at any level of wealth.
Whitley has a strong desire to empower people; she listens, responds and acts professionally in all her business dealings.
There are few people who can combine depth of intelligence, care, ambition and sensitivity like Whitley.
Suzanne Iles ADV Dip FS (FP)
Business Administration Manager & Paraplanner.
Profile summary
Sue has been in the financial planning industry for more than 20 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 an Advanced Diploma of Financial Planning. Her role now at FinancialPartners is Business Administration Manager & 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. Sue will help us complete our task of looking after our clients in the administration area.
Dianne Brzeski
Telephone Services
Profile summary
Diane has worked in the financial services industry for over 30 years, joining FinancialPartners (Tas) team in 2013 on a part time basis.
Her role is to contact existing FinancialPartners clients to organise their half yearly or yearly review appointments.
Outside of work Diane is actively involved with Nutrimetics as an area manager / supervisor plus is an active volunteer in the community with various non-profits and charities.
“Our aim is to help you reach your financial and lifestyle goals, even those you once just dreamed about.”