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 60 years combined experience in financial advice, our 3 financial advisers would be pleased to help you with any aspect of your investment, insurance, home loan and pre & post retirement needs. Call us on 03 6343 1007. 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.
Tax deductible donations: Get the most out of giving back | Money & Life
Tax deductible donations: Get the most out of giving back Giving to charity can be a great way to help others and give your tax return a boost, but not...
Read More "<div>Tax deductible donations: Get the most out of giving back | Money & Life</div>"
The new COVID-19 relief schemes explained
The new COVID-19 relief schemes explained As we navigate more COVID-19 lockdowns across Australia, here’s a guide to the main benefits you may be entitled to from the government, state...
Read More "The new COVID-19 relief schemes explained"
Market Update 23 July [ AMP Capital
Market Update 23 July Investment markets and key developments over the past week Share market indexes mostly managed to look through coronavirus concerns over the last week and rebound helped...
Read More "Market Update 23 July [ AMP Capital"
Oliver’s Insights – Nine common mistakes investors make
Nine common mistakes investors make Key points Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. As a result,...
Read More "<div>Oliver’s Insights – Nine common mistakes investors make</div>"
Market Update 16 July | AMP Capital
Market Update 16 July   Investment markets and key developments over the past week Share markets were buffeted again by higher inflation and mixed messages from various central banks over...
Read More "Market Update 16 July | AMP Capital"
Five ways to turn down the noise and stay focused as an investor | AMP Capital
Five ways to turn down the noise and stay focused as an investor   Key points A surge in financial information and opinion along with our natural inclination to focus...
Read More "Five ways to turn down the noise and stay focused as an investor | AMP Capital"
Market Update 9 July | AMP Capital
Market Update 9 July Investment markets and key developments over the past week Share markets fell over the last week, mainly on the back of worries that a resurgence of...
Read More "Market Update 9 July | AMP Capital"
Shane Oliver joins Simplifying Super podcast to share his top five investment mantras
Shane Oliver joins Simplifying Super podcast to share his top five investment mantras AMP Capital’s Head of Investment Strategy and Economics, and Chief Economist, Dr Shane Oliver shares his top...
Read More "Shane Oliver joins Simplifying Super podcast to share his top five investment mantras"
2020-21 saw investment returns rebound – expect more modest but still good returns this financial year | AMP Capital
2020-21 saw investment returns rebound – expect more modest but still good returns this financial year   Key points 2020-21 saw investment returns rebound after the coronavirus hit depressed 2019-20...
Read More "2020-21 saw investment returns rebound – expect more modest but still good returns this financial year | AMP Capital"
Market Update 2 July | AMP Capital
Market Update 2 July Investment markets and key developments over the past week While the US share market rose over the last week, other global share markets fell with concerns...
Read More "Market Update 2 July | AMP Capital"
The never-ending coronavirus pandemic – why snap lockdowns in Australia make sense until herd immunity is reached | AMP Capital
The never-ending coronavirus pandemic – why snap lockdowns in Australia make sense until herd immunity is reached Key points Snap lockdowns in Sydney, Perth and Queensland are likely to cost...
Read More "The never-ending coronavirus pandemic – why snap lockdowns in Australia make sense until herd immunity is reached | AMP Capital"
Market Update 25 June | AMP Capital
Market Update 25 June   Global share markets rebounded over the past week with US shares making it to a new record high helped by calming words from the Fed. However,...
Read More "Market Update 25 June | AMP Capital"
Central banks heading towards the easing exits – five reasons not to be too concerned | AMP Capital
Central banks heading towards the easing exits – five reasons not to be too concerned Key points The gradual shift of central banks including the Fed and RBA towards an...
Read More "Central banks heading towards the easing exits – five reasons not to be too concerned | AMP Capital"
COVID-19 real estate trends: The fire break or the accelerant? | AMP Capital
COVID-19 real estate trends: The fire break or the accelerant? As the world tried to make sense of the COVID-19 crisis through the first half of 2020, one of the...
Read More "COVID-19 real estate trends: The fire break or the accelerant? | AMP Capital"
Market Update 18 June | AMP Capital
Market Update 18 June Investment markets and key developments over the past week While US shares fell over the last week as the Fed surprised on the hawkish side and...
Read More "Market Update 18 June | AMP Capital"
Planning for the financial care of a special needs child | Money & Life
Planning for the financial care of a special needs child Caring for a child with special needs can place an extra financial burden on families. We speak to CERTIFIED FINANCIAL...
Read More "Planning for the financial care of a special needs child | Money & Life"
Tax deductible donations: Get the most out of giving back | Money & Life
Tax deductible donations: Get the most out of giving back Giving to charity can be a great way to help others and give your tax return a boost, but not...
Read More "Tax deductible donations: Get the most out of giving back | Money & Life"
Supporting your kids, without sacrificing your own retirement | Money & Life
Supporting your kids, without sacrificing your own retirement With careful planning, you can give a helping hand to your adult children financially, while still enjoying a comfortable retirement. In the...
Read More "Supporting your kids, without sacrificing your own retirement | Money & Life"
Back in Style: Rapid COVID recovery a kick starter for the retail sector | AMP Capital
Back in Style: Rapid COVID recovery a kick starter for the retail sector While “rona” was selected by Macquarie Dictionary as 2020’s word of the year, “stir-crazy” would have made...
Read More "Back in Style: Rapid COVID recovery a kick starter for the retail sector | AMP Capital"
Market Update 11 June | AMP Capital
Market Update 11 June Investment markets and key developments over the past week Global share markets mostly rallied over the last week. The big surprise perhaps was the US where...
Read More "Market Update 11 June | AMP Capital"
Inflation – why it matters for investment markets | AMP Capital
  Inflation – why it matters for investment markets Key points The shift from high inflation to low inflation has been a key tailwind for investment returns over the last...
Read More "Inflation – why it matters for investment markets | AMP Capital"
Planning a career break? Here’s how to manage your superannuation
Planning a career break? Here are tips to help keep your super on track Whether you’re doing it because you want to travel, study or start a family, taking a...
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Planning ahead for the new financial year | AMP Capital
Planning ahead for the new financial year As history shows, a new financial year usually brings new opportunities in super and the commencement of the 2021/22 financial year is no...
Read More "Planning ahead for the new financial year | AMP Capital"
What is capital gains tax?
What is capital gains tax and when might I have to pay it? Capital gains tax may be payable when you sell a certain asset (such as shares, land or...
Read More "What is capital gains tax?"
Market Update 4 June | AMP Capital
Market Update 4 June   Investment markets and key developments over the past week Global share markets were mixed over the last week with Eurozone shares up, but US shares...
Read More "Market Update 4 June | AMP Capital"
Market Update 28 May | AMP Capital
Market Update 28 May Investment markets and key developments over the past week Global share markets rebounded over the last week as inflation fears faded a bit and economic data...
Read More "Market Update 28 May | AMP Capital"
Inflation Q&A – should we be worried about higher inflation? | AMP Capital
Inflation Q&A – should we be worried about higher inflation? Key points Inflation will likely rise further in the months ahead due to base effects, bottlenecks & reopening but it’s...
Read More "<div>Inflation Q&A – should we be worried about higher inflation? | AMP Capital</div>"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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)
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)
Suzanne Iles

Suzanne Iles ADV Dip FS (FP)

Business Administration Manager & Paraplanner.

Profile summary

Sue has been in the financial planning industry for more than 18 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 an Advanced Diploma of Financial Planning. Her role now at FinancialPartners is Business Administration Manager & 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. Sue will help us complete our task of looking after our clients in the administration area.

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.”