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.
Federal budget to deliver good news
Federal budget to deliver good news The Federal budget is creeping up on us even more quickly than usual this year. The Government has brought forward the budget to April...
Read More "Federal budget to deliver good news"
Recession risks revealed
Recession risks revealed There’s been a lot of talk about a slowdown in Australia, including talk of a recession. That talk intensified this week after December quarter gross domestic product...
Read More "Recession risks revealed"
‘Millennial socialism’ & the swing of the political pendulum back to the left
'Millennial socialism' & the swing of the political pendulum back to the left – what it means for investors Key points CGrowing support for higher taxes on the rich and...
Read More "‘Millennial socialism’ & the swing of the political pendulum back to the left"
How to avoid a travel debt hangover
How to avoid a travel debt hangover You don’t want to arrive home with a spring in your step and a hole in your wallet. Here are some ways to...
Read More "How to avoid a travel debt hangover"
Weekly Market Update 15 March 2019
Weekly Market Update 15 March 2019 Investment markets and key developments over the past week Global share markets rose over the last week helped by benign economic data.Australian shares slipped...
Read More "Weekly Market Update 15 March 2019"
Fussy buyers snub houses that don’t present well
Fussy buyers snub houses that don’t present well If presentation isn’t on point, many buyers keep looking, which is an important point to remember for those wanting to sell in...
Read More "Fussy buyers snub houses that don’t present well"
Weekly Market Update 8 March 2019
Weekly Market Update 8 March 2019 Investment markets and key developments over the past week US, Eurozone, Japanese and Chinese shares fell over the last week on worries about global...
Read More "Weekly Market Update 8 March 2019"
Australia slides into a “per capita recession”
Australia slides into a “per capita recession” Key points Australian growth slowed even more in the December quarter. Growth may bounce back a bit this year, but the housing downturn...
Read More "Australia slides into a “per capita recession”"
Weekly Market Update 1 March 2019
Weekly Market Update 1 March 2019 Investment markets and key developments over the past week While US shares fell slightly over the last week with geopolitical noise not helping other...
Read More "Weekly Market Update 1 March 2019"
Five charts and a table that are critical to watch regarding the global economy and markets this year
Five charts and a table that are critical to watch regarding the global economy and markets this year Key points After a strong rebound since December share markets are at...
Read More "Five charts and a table that are critical to watch regarding the global economy and markets this year"
Weekly Market Update 22 February 2019
Weekly Market Update 22 February 2019 Investment markets and key developments over the past week While US shares were little changed over the last week other major markets saw solid...
Read More "Weekly Market Update 22 February 2019"
Three positive signs for global growth in 2019
Three positive signs for global growth in 2019 Many investors in 2018, particularly at the end of the year, were worried the global economy was slowing and that it might...
Read More "Three positive signs for global growth in 2019"
Informed Market update

Informed Monthly Market Update

March 2019


February 2019

 

Insights

Five great charts on investing

(& why they are particularly important now)


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

FinancialPartners (Tas)FinancialPartners (Tas)FinancialPartners (Tas)Mix FinancialPartners (Tas)
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

FinancialPartners (Tas)FinancialPartners (Tas)FinancialPartners (Tas)Mix FinancialPartners (Tas)
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

FinancialPartners (Tas)FinancialPartners (Tas)FinancialPartners (Tas)Mix FinancialPartners (Tas)
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

FinancialPartners (Tas)FinancialPartners (Tas)FinancialPartners (Tas)Mix FinancialPartners (Tas)
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.

FinancialPartners (Tas)FinancialPartners (Tas)FinancialPartners (Tas)Mix FinancialPartners (Tas)

 

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