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.
The five big fears that shaped 2018
The five big fears that shaped 2018 After solid returns and relatively low volatility in 2017, many investors entered 2018 fairly optimistic, however we expected returns would be more constrained...
Read More "The five big fears that shaped 2018"
Weekly Market Update 11 January 2019
Weekly Market Update 11 January 2019 Investment markets and key developments over the past week Since our last weekly update three weeks ago investment markets have been on a bit...
Read More "Weekly Market Update 11 January 2019"
The Aussie economy in 2019; it’s not boom but it’s not doom either
The Aussie economy in 2019; it’s not boom but it’s not doom either Investors might be confused about the mixed news coming out late last year for the Australian economy...
Read More "The Aussie economy in 2019; it’s not boom but it’s not doom either"
Weekly Market Update 21 December 2018
Weekly Market Update 21 December 2018 Investment markets and key developments over the past week The past week saw share markets fall further on the back of ongoing worries about growth...
Read More "Weekly Market Update 21 December 2018"
How to spend mindfully this Christmas
How to spend mindfully this Christmas Some ways to manage your money and your time this festive season. It’s the morning after the night before. You wake up on Boxing...
Read More "How to spend mindfully this Christmas"
The Fed and market turmoil – the Fed turns a bit dovish but not enough (yet)
The Fed and market turmoil - the Fed turns a bit dovish but not enough (yet) Key points  The Fed has raised interest rates for the ninth time since first...
Read More "The Fed and market turmoil – the Fed turns a bit dovish but not enough (yet)"
Holiday budgeting tips— How to avoid a travel debt hangover
Holiday budgeting tips— How to avoid a travel debt hangover We’ve all had the feeling. You step off the plane from Bangkok still buzzing, images from your holiday flitting through...
Read More "Holiday budgeting tips— How to avoid a travel debt hangover"
Caring for our elders at Christmas
Caring for our elders at Christmas We can all feel the pressure on our household budget during the festive season. But when that pressure gets passed on to older family...
Read More "Caring for our elders at Christmas"
12 ways to avoid waste this Christmas
 12 ways to avoid waste this Christmas Embrace the spirit of Christmas by giving back to the environment this festive season. If ever there is a time for excess, Christmas...
Read More "12 ways to avoid waste this Christmas"
Not just about the money
Not just about the money Thinking of a new job in the new year? With wage growth staying low, better benefits and work-life balance could be something to look for...
Read More "Not just about the money"
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"

 

 

 

 

 

 

 

 

 

 

 

 

 

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.”