We can be your Financial Partners

Whether the financial advice you need is for personal or business goals, wealth accumulation, risk management or regulating your cash flow. With well over 75 years combined experience in financial advice, our 4 financial advisers would be pleased to help you with any aspect of your investment, insurance, home loan and pre & post retirement needs. We provide professional financial advice in your best interest, to help make your picture of tomorrow become reality.
The value of advice
  Have you ever wondered how your family would cope financially if you weren’t around? Life throws some curved balls at us sometimes, usually when we least expect it. That’s why it’s best to seek financial...
Understanding superannuation: your questions answered
  For many Australians, their super will be one of the largest assets they have when they retire, next to the family home. That’s why making choices around your super now can make a big...
Planning your future: Why you need a financial adviser
 Having the chance to take a step back for a moment and look at things from a fresh perspective can be a great advantage, especially when it comes to planning your financial future. When it...
Protecting yourself when times are good
 No one thinks misfortune will happen to them. But meet Sarah. You’ll learn a shocking fact about the likelihood of a financial setback occurring in your family and what she did to help protect herself...

 

 

 

 

 

 

Oliver's Insights and Financial, Lifestyle & Market Updates

Read about what is happening in the financial markets and economic world with Oliver's Insights and weekly market updates from Dr. Shane Oliver & many experienced members of the AMP Capital Investors team. There's more from AMP and the Financial Planning Association's Money & Life where they explore issues regarding Debt & Credit, Family and Life Events, Financial Advice, Work & Retirement, Community and Lifestyle and much more.
Weekly Market Update 16 November 2018
Weekly Market Update 16 November 2018 Investment markets and key developments over the past week “Risk off” returned with a vengeance to financial markets over the last week with most share...
Read More "Weekly Market Update 16 November 2018"
How to invest in property without actually buying one
How to invest in property without actually buying one You don’t have to be a landlord, deal with tenants or put a deposit down on a home to get your...
Read More "How to invest in property without actually buying one"
13 commonsense tips to help manage your finances
13 commonsense tips to help manage your finances   Key points Getting your personal finances right can be a challenge. Here are 13 tips that may be of use: shop...
Read More "13 commonsense tips to help manage your finances"
The super split
The super split By the time you retire your super may be one of your biggest assets. So when it comes to a divorce, it’s a very important part of...
Read More "The super split"
Who calls the money shots in your relationship?
Who calls the money shots in your relationship? When it comes to all things money, how are decisions reached in your relationship? Is everything up for discussion or do you...
Read More "Who calls the money shots in your relationship?"
Responsible Investment Leaders – Engagement Report 2018
Responsible Investment Leaders - Engagement Report 2018 This report provides a snapshot of the work the Responsible Investment Leaders (RIL) funds have been doing on your behalf to make a...
Read More "Responsible Investment Leaders – Engagement Report 2018"
Scaling down to retirement – tips and tricks
Scaling down to retirement – tips and tricks If you were scaling down to retirement, what would it mean to you? Would you draw a line in the sand where...
Read More "Scaling down to retirement – tips and tricks"
Weekly Market Update 09 November 2018
Weekly Market Update 09 November 2018 Investment markets and key developments over the past week Share markets mostly rose over the last week, helped in particular by a favourable reaction...
Read More "Weekly Market Update 09 November 2018"
Three reasons why we’re not in a bear market
Three reasons why we’re not in a bear market October was certainly a volatile month for investors. Share markets globally fell between 6% and 7% in total return terms. Australia...
Read More "Three reasons why we’re not in a bear market"
Rising US interest rates, trade wars, the US midterm election results
Rising US interest rates, trade wars, the US midterm election results - should investors be worried? Key points It’s still too early to be sure that last month’s pullback in...
Read More "Rising US interest rates, trade wars, the US midterm election results"
5 risks of going guarantor on your child’s home loan
5 risks of going guarantor on your child’s home loan If you’re going to balance the future of your own home or property on your child’s reliability to pay their...
Read More "5 risks of going guarantor on your child’s home loan"
8 money tips for when your kid lands their first full-time job
8 money tips for when your kid lands their first full-time job If there’s a possibility they may come to you with questions (OMG they might actually want your opinion),...
Read More "8 money tips for when your kid lands their first full-time job"
What to look for on your super statement
What to look for on your super statement Super statements come but once a year (or twice with some funds). When yours arrives, it’s important to take a proper look...
Read More "What to look for on your super statement"
8 family finance tips to have more money
8 family finance tips to have more money How can you make a difference to your family finances in the year to come? By acting on even one of these...
Read More "8 family finance tips to have more money"
Weekly Market Update 02 November 2018
Weekly Market Update 02 November 2018 Investment markets and key developments over the past week Share markets bounced back over the past week helped by good US earnings results and...
Read More "Weekly Market Update 02 November 2018"
How important is money to your wellbeing?
How important is money to your wellbeing? Having more money should make us happier right? According to a number of different research reports, feeling good about life comes from a...
Read More "How important is money to your wellbeing?"

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial Partners

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

Richard Bejah CFP®, Dip FP, CIP, AFPA

Principal & Certified Financial Planner®

Profile Summary

Richard Bejah CPF® has been with AMP Financial Planning for over 35 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.

Member of the Financial Planning Association of Australia & also Associate of the Australian & New Zealand Institute of Insurance & Finance (The Institute)

For Full details

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Peter Grossman

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.

For Full details

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Suzanne Iles

Suzanne Iles ADV Dip FS (FP)

Senior Financial Planner /  Centrelink Specialist 

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.

For Full details

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Whitley Bradford

Whitley Bradford

MFinPlanning, BBus, Dip FP

Financial Planner & Accredited Mortgage Consultant 

Profile summary

Whitley has been working in the services industry for over 12 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.

For Full details

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Dianne Brzeski

Dianne Brzeski  

Telephone Services 

Profile summary

Diane has worked in the financial services industry for over 25 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.

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“Our aim is to help you reach your financial and lifestyle goals, even those you once just dreamed about.”