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...

 

Merry Christmas    Merry Christmas & a Happy New Year! 

Our office will be closed 12.00 noon Friday 21st December 2018 for our staff Christmas lunch and holiday break.

We re-open again 9.00am on Monday 14th January 2019.

 

 

 

 

 

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 14 December 2018
Weekly Market Update 14 December 2018 Investment markets and key developments over the past week Share markets were mixed over the last week with nervousness around trade and global growth...
Read More "Weekly Market Update 14 December 2018"
Four reasons the global economic outlook for 2019 looks positive
Four reasons the global economic outlook for 2019 looks positive Many investors have been rattled by falls in share markets and are fretting about what the new year may hold....
Read More "Four reasons the global economic outlook for 2019 looks positive"
Are you a money pushover?
Are you a money pushover? Being loyal, generous and spontaneous are all positive human traits. But if you’re spending more than you need to because you can’t say no, then...
Read More "Are you a money pushover?"
Being a smart Santa with your gift budget
Being a smart Santa with your gift budget When you’re under pressure to give that perfect present at Christmas it can be much harder to stick to a budget. Find...
Read More "Being a smart Santa with your gift budget"
The Australian economy 2019 – house prices, growth and interest rates
The Australian economy 2019 – house prices, growth and interest rates   Key points Australian growth has slowed again. The housing cycle downturn and its impact on the economy will...
Read More "The Australian economy 2019 – house prices, growth and interest rates"
Your festive finances
Your festive finances Debt isn’t a welcome guest for any family at Christmas time. And yet blowing the budget and paying it all back next year is tempting when we’re...
Read More "Your festive finances"
Environmental, Social and Governance (ESG) Wrap November 2018 – Modern day slavery
Environmental, Social and Governance (ESG) Wrap November 2018 - Modern day slavery This month the team have put together a feature on the impacts of modern day slavery  and investment...
Read More "Environmental, Social and Governance (ESG) Wrap November 2018 – Modern day slavery"
Debt – just how big a problem is it?
Debt – just how big a problem is it? Recent figures show personal debt levels in Australia are among the highest in the world. So does this mean we’re heading...
Read More "Debt – just how big a problem is it?"
Weekly Market Update 7 December 2018
Weekly Market Update 7 December 2018 Investment markets and key developments over the past week The past week has been a roller coaster ride in equity markets. Shares initially rose on...
Read More "Weekly Market Update 7 December 2018"
Review of 2018, outlook for 2019 – another cycle extension
Review of 2018, outlook for 2019 – another cycle extension Key points 2018 saw reasonable global economic and profit growth and still low interest rates but it has been a...
Read More "Review of 2018, outlook for 2019 – another cycle extension"
Proposed changes to negative gearing and capital gains tax hit house prices
Proposed changes to negative gearing and capital gains tax hit house prices Australia’s house prices have fallen for 13 consecutive months, with average Australian capital city prices now down 4%...
Read More "Proposed changes to negative gearing and capital gains tax hit house prices"
What are the 3 biggest living expenses for households?
What are the 3 biggest living expenses for households? We check out the three largest contributors to household spending in Australia and where people would source additional cash if living...
Read More "What are the 3 biggest living expenses for households?"
Supporting Women’s Economic Progress
Supporting Women’s Economic Progress AMP Financial Planning practices are showing their support for women’s economic progress through a new sponsorship of the Financy Women’s Index. The Financy index is a...
Read More "Supporting Women’s Economic Progress"
Weekly Market Update 30 November 2018
Weekly Market Update 30 November 2018 Investment markets and key developments over the past week US, European and Japanese share markets rose solidly over the last week on increasing signs...
Read More "Weekly Market Update 30 November 2018"
Your no. 1 financial focus – decade by decade
Your no. 1 financial focus – decade by decade Everyone has a different life journey they’re on. But getting on top of key financial goals as you follow your own...
Read More "Your no. 1 financial focus – decade by decade"
Breaking the debt cycle: Tips for millennials
Breaking the debt cycle: Tips for millennials Research from James Walker-Powell CFP®, Principal at More4Life Financial Services shows millenials are having their lifestyle choices limited by debt. Find out more about how...
Read More "Breaking the debt cycle: Tips for millennials"

 

 

 

 

 

 

 

 

 

 

 

 

 

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.”