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 6 December 2019
Weekly Market Update 6 December 2019 Investment markets and key developments over the past week Share markets were mixed over the last week with falls in the US and Europe...
Read More "Weekly Market Update 6 December 2019"
Superannuation Changes
Superannuation Changes Learn more about the latest super reforms and what they could mean for you.  Putting Members’ Interests First legislation Putting Members’ Interests First (PMIF) law was passed in...
Read More "Superannuation Changes"
Weekly Market Update 29 November 2019
Weekly Market Update 29 November 2019 Investment markets and key developments over the past week Share markets rose over the last week helped by optimism regarding a US/China trade deal...
Read More "Weekly Market Update 29 November 2019"
How Much Superannuation is enough?
How Much Superannuation is enough? When you plan for retirement you will probably develop a financial plan intended to increase the amount you have for retirement. If you are on...
Read More "How Much Superannuation is enough?"
Weekly Market Update 22 November 2019
Weekly Market Update 22 November 2019 Investment markets and key developments over the past week Most share markets fell over the last week as uncertainty about whether the US and...
Read More "Weekly Market Update 22 November 2019"
Types of Retirement and Superannuation Pensions explained
Types of Retirement and Superannuation Pensions explained If you’re retirement planning and wondering how you can access your super via different types of retirement pensions, how these differ to the...
Read More "Types of Retirement and Superannuation Pensions explained"
Weekly Market Update 15 November 2019
Weekly Market Update 15 November 2019 Investment markets and key developments over the past week The past week saw some cautiousness creep back into share markets with increased uncertainty about...
Read More "Weekly Market Update 15 November 2019"
Boost savings with compound interest
Boost savings with compound interest If your goal is to save for the future, or perhaps start putting away for your children’s education - then unless you plan on putting...
Read More "Boost savings with compound interest"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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 37 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 28 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

FinancialPartners (Tas)
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

FinancialPartners (Tas)
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 17 years.  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

FinancialPartners (Tas)
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 14 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

FinancialPartners (Tas)
Dianne Brzeski

Dianne Brzeski  

Telephone Services 

Profile summary

Diane has worked in the financial services industry for over 27 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.

FinancialPartners (Tas)

 

“Our aim is to help you reach your financial and lifestyle goals, even those you once just dreamed about.”