Welcome..... 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 planning, our 4 financial planners 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 planner
 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 world with Oliver's Insights and weekly market updates, which are regular updates from Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors. Explore the latest issues regarding financial markets, lifestyle and the economy.
Are you living your dream life? (Video)
Are you living your dream life? (Video) Financial planning starts with understanding what's important to you and your family. If you are not living the...
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Are the troubles in Turkey easing?
Are the troubles in Turkey easing?   Investors may be eyeing off value in emerging markets after the recent sell-off triggered by concerns about the...
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Why a job means more to kids than money
Why a job means more to kids than money Getting your kids out to work isn’t just about teaching them the value of an honest...
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What’s the most important thing you should do to make a success of your life?
What’s the most important thing you should do to make a success of your life? Keeping success in your sights What’s the most important thing...
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Weekly Market Update 14 September 2018
Weekly Market Update 14 September 2018 Investment markets and key developments over the past week The past week saw most share markets rise helped by...
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Defining enough – the fundamental question for your financial plan
Defining enough – the fundamental question for your financial plan Do all your future plans rely on having a lot more money than you do...
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Five ways money can wreck your relationship
Five ways money can wreck your relationship Although women are often portrayed in television and film as “shopaholics” – for example spending thousands of dollars...
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Troubleshooting family finances
Troubleshooting family finances Are your family finances a battleground where good and bad habits collide?  Find out how to support your family towards better financial...
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Seven lessons from the Global Financial Crisis for investors
Seven lessons from the Global Financial Crisis for investors Key points The key lessons for investors from the Global Financial Crisis (GFC) are that: there...
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Money mistakes you make in your 20s
Money mistakes you make in your 20s Which of these rookie errors sound all too familiar when it comes to you and your squad? In...
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First home buyers find success with advice and coaching
First home buyers find success with advice and coaching Most of the conversations I have had with clients about their adult children are about buying...
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Dealing with redundancy
Dealing with redundancy How you spend your time and money after redundancy can make a difference to your future career and wellbeing. Find out how...
Read More "Dealing with redundancy"

 

 

 

 

 

 

 

 

 

 

 

 

 

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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Kate Martin

Kate Martin Dip FP

Client Services Officer

Profile summary

Kate has been working in the services industry for the last 10 years, joining the Financial Partners (Tas) team in 2014 as their client services officer. She has since completed her Diploma of Financial Planning.

Kate will be working closely with all of the advisers to ensure their clients are able to meet their objectives and goals.

Outside of work Kate competes in Triathalons and enjoys keeping active.

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.”