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 pullback in shares – 7 things investors need to keep in mind
The pullback in shares – 7 things investors need to keep in mind Key points   The current pullback in shares has been triggered by a...
Read More "The pullback in shares – 7 things investors need to keep in mind"
Weekly Market Update 12 October 2018
Weekly Market Update 12 October 2018 Investment markets and key developments over the past week Share markets fell sharply over the last week led by...
Read More "Weekly Market Update 12 October 2018"
Credit rating myths busted
Credit rating myths busted With the introduction of mandatory Comprehensive Credit Reporting for the big four banks from 1 July 2018, it’s more important than...
Read More "Credit rating myths busted"
The wallet challenge – savings and budget checklist
The wallet challenge – savings and budget checklist Budgeting and savings might sound very basic, but many people find it difficult to get these fundamentals...
Read More "The wallet challenge – savings and budget checklist"
Outlook for the Australian economy
Outlook for the Australian economy   Investors might have noted some recent positives in the Australian economy. June quarter GDP growth of 3.4% was above...
Read More "Outlook for the Australian economy"
Investment checklist: Developing an investment strategy
Investment checklist: Developing an investment strategy No matter what stage of investing you are at, it’s important to have a strategy that matches your goals...
Read More "Investment checklist: Developing an investment strategy"
Don’t allow a BoMaD to ruin your retirement
Don’t allow a BoMaD to ruin your retirement   What is a BoMaD and why should you care? The BoMaD – or Bank of Mum...
Read More "Don’t allow a BoMaD to ruin your retirement"
Seven rules for success
Seven rules for success If you’re ready to start living your dreams, it might be time to change the rules you live by. Actor Charmaine Bingwa and...
Read More "Seven rules for success"
Weekly Market Update 5 October 2018
Weekly Market Update 5 October 2018 Investment markets and key developments over the past week Share markets fell over the last week, largely in response...
Read More "Weekly Market Update 5 October 2018"
Investing for a rainy day: Key investment concepts you should understand
Investing for a rainy day: Key investment concepts you should understand Rather than saving for a rainy day, as the old saying goes, why not...
Read More "Investing for a rainy day: Key investment concepts you should understand"
Top 5 financial regrets
Top 5 financial regrets We all make bad decisions about money from time to time. But what if you could avoid future financial errors by...
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Wealth creation – what works for financial planning clients
Wealth creation – what works for financial planning clients Want to know how to set yourself up for a better financial future? Get tips from...
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How is the Kiwi dollar faring?
How is the Kiwi dollar faring? Investors have been watching the Australian dollar weaken since January, but they may not be aware that the currency...
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Environmental, Social and Governance (ESG) Wrap 27 September 2018
Environmental, Social and Governance (ESG) Wrap 27 September 2018   This month the key ESG issues making headlines are:   Oil & Gas: Chevron’s Gorgon...
Read More "Environmental, Social and Governance (ESG) Wrap 27 September 2018"
Where does all my money go? Save money on your three biggest expenses
Where does all my money go? Save money on your three biggest expenses The three biggest drains on our money are paying for housing, food...
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What’s happening in the Chinese economy at the moment?
What's happening in the Chinese economy at the moment?   Investors should keep a watching brief on the Chinese economy, AMP Capital Investment Strategist, Angus...
Read More "What’s happening in the Chinese economy at the moment?"

 

 

 

 

 

 

 

 

 

 

 

 

 

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.”