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.
Role-reversal: When parents are relying on you
Role-reversal: When parents are relying on you As your parents get older, your whole family will be facing lots of changes. Supporting them during this...
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Aussie attitudes to finance across the generations
Aussie attitudes to finance across the generations From Gen Y to Gen X to the Boomers, are attitudes to finance really that different between the...
Read More "Aussie attitudes to finance across the generations"
Home sweet home: Your guide to the FHSSS
Home sweet home: Your guide to the FHSSS The First Home Super Saver Scheme (FHSSS) came into effect on 1 July, and the property market...
Read More "Home sweet home: Your guide to the FHSSS"
What two investing insights would you give your 20-year-old self?
What two investing insights would you give your 20-year-old self?   Hamish Douglass, Chief Executive Officer and Chief Investment Officer, Magellan Asset Management My central...
Read More "What two investing insights would you give your 20-year-old self?"
5 questions to ask your financial planner
5 questions to ask your financial planner Finding the right financial planner for your needs, goals and life stage is essential to help you achieve...
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Weekly Market Update 17 August 2018
Weekly Market Update 17 August 2018   Investment markets and key developments over the past week Share markets had a bit of a messy ride...
Read More "Weekly Market Update 17 August 2018"
Sorting out sibling squabbles
  Sorting out sibling squabbles When families clash over money, particularly as parents reach their senior years, there can be many issues to resolve. Hear...
Read More "Sorting out sibling squabbles"
6 ways to navigate your finances in your 40s
6 ways to navigate your finances in your 40s Growing responsibilities and competing priorities can be a feature of your 40s. Strategic wealth advisor Adrian...
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How my life changed when I became a carer
How my life changed when I became a carer Writer Ambra Sancin shares how her life changed when she became a carer for her mother....
Read More "How my life changed when I became a carer"
What happened to all the worries about rising inflation & bond yields?
What happened to all the worries about rising inflation & bond yields? :- Goldilocks, tariffs, Turkey & other things Key points The fear of rising...
Read More "What happened to all the worries about rising inflation & bond yields?"
So, you’re starting a business…
So, you’re starting a business… Whether you’ve been plotting it for years or just recently decided to go for it, starting your own business is...
Read More "So, you’re starting a business…"
Minimal vs FOMO: what are young people really up to with their money?
Minimal vs FOMO: what are young people really up to with their money? The spending habits of our younger generation show that experiences mean more...
Read More "Minimal vs FOMO: what are young people really up to with their money?"

 

 

 

 

 

 

 

 

 

 

 

 

 

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.”