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 12 July 2019
Weekly Market Update 12 July 2019 Investment markets and key developments over the past week Global share markets were mixed this week. Dovish comments from US Fed Chair Powell confirmed market...
Read More "Weekly Market Update 12 July 2019"
When can I access my Super?
When can I access my Super? Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able to withdraw your super savings...
Read More "When can I access my Super?"
Weekly Market Update 5 July 2019
Weekly Market Update 5 July 2019 Investment markets and key developments over the past week Share market rose solidly over the last week buoyed by a bunch of good news...
Read More "Weekly Market Update 5 July 2019"
9 money mistakes to avoid in retirement
9 money mistakes to avoid in retirement How to keep your finances on track once you leave the workforce When you’ve worked hard all your life to build up your...
Read More "9 money mistakes to avoid in retirement"
Weekly Market Update 28 June 2019
Weekly Market Update 28 June 2019 Investment markets and key developments over the past week Global shares slipped over the last week on the back of uncertainty ahead of the Trump/Xi...
Read More "Weekly Market Update 28 June 2019"
Take control of your finances now for the new financial year.
Take control of your finances now for the new financial year. If you set yourself money goals at the start of 2019, the upcoming new financial year is a great...
Read More "Take control of your finances now for the new financial year."
Weekly Market Update 21 June 2019
Weekly Market Update 21 June 2019 Investment markets and key developments over the past week Share markets pushed higher over the last week as the Fed and the ECB hinted strongly...
Read More "Weekly Market Update 21 June 2019"
How to save money
How to save money Saving money doesn’t just happen, but these steps could help you to reach your saving goals sooner. How Australians save Research has found that almost three...
Read More "How to save money"
Weekly Market Update 14 June 2019
Weekly Market Update 14 June 2019 Investment markets and key developments over the past week Share markets, rose over the past week with the combination of expectations for rate cuts/policy...
Read More "Weekly Market Update 14 June 2019"
Why people choose the wrong credit card
Why people choose the wrong credit card Now we have a bit more proof that these warnings from consumer advocates were spot on. As banks face pressure to live up...
Read More "Why people choose the wrong credit card"
Weekly Market Update 7 June 2019
Weekly Market Update 7 June 2019   Investment markets and key developments over the past week Share markets, except for China’s, rose over the last week on increasing prospects for...
Read More "Weekly Market Update 7 June 2019"
What kind of money parent are you?
What kind of money parent are you? Many parents approach the topic of money differently, but could your way of doing things influence your kids’ success? The majority of Aussie...
Read More "What kind of money parent are you?"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.”