About Us


FinancialPartners (Tas)  Meet Our Team 

FinancialPartners (Tas) Team

About Us

FPA Sign of Good Advice

Business Background

Our Financial Planning business provides a personal and integrated financial planning service to individuals and businesses.

We have 5 Financial Planners with well over 70 years combined experience. We will use our professional knowledge to provide strategic financial advice and service to you.

FinancialPartners (Tas) Pty Ltd was created with the merging of 2 AMP Financial Planning practices in Launceston 2013 and another merger further expanding the business in 2014 and another in 2016.

Richard Bejah sole Director of FinancialPartners (Tas) Pty Ltd traded previously under the business name bejahfinancial.com.au.

We are based in Launceston Tasmania, but we have the capacity to look after our clients wherever they are.

 

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


We welcome the opportunity to help you achieve your financial goals.

 

 Richard Bejah CFP® , Dip FP, ANZIIF(Assoc) CIP, AFPA

Principal & Certified Financial Planner®

Profile Summary

Richard Bejah CPF® has been with AMP Financial Planning for over 34 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

Qualifications: Richard Bejah CFP®, Dip FP, ANZIIF(Assoc) CIP, AFPA CERTIFIED FINANCIAL PLANNER®
Certified Insurance Professional (CIP) with the Australian and New Zealand Institute of Insurance and Finance.

Memberships: Member of the Financial Planning Association of Australia & also Associate of the Australian & New Zealand Institute of Insurance & Finance (The Institute)

Commissioner of Declarations (Tas)

Richard Bejah CPF®

Skills and experience

Specialises in helping customers with any level of wealth

Authorised representative number: 249392

Credit representative number: 370746

Phone: 03 6343 1007

Email: richardg.bejah@financialpartners.com.au

Areas of advice include:

Complimentary financial health check and goal-setting session
Specialist Retirement income advice
Aged care
Centrelink benefits
Gearing
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging

Services include:

Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring

See Financial Services Guide (FSCG) for full detail


 

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.

Skills and experience

Specialises in helping customers with any level of wealth

Authorised representative number: 307278

Credit representative number: 380980

Qualifications: Diploma Financial Planning

Phone: 03 6343 1007

Email: peter.grossman@financialpartners.com.au

Areas of advice include:

Complimentary financial health check and goal-setting session
Specialist Retirement income advice
Aged care
Centrelink benefits
Gearing
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging

Services include:

Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring

See Financial Services Guide (FSCG) for full detail


Sue IlesSuzanne Iles ADV Dip FS (FP)

Senior Financial Planner / Paraplanner & 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.

Skills and experience

Specialises in helping customers with any level of wealth

Authorised representative number: 299510

Credit representative number: 370828

Qualifications: ADV Dip FS (FP)

Phone: 03 6343 1007

Email: sue.iles@financialpartners.com.au

Areas of advice include:

Complimentary financial health check and goal-setting session
Specialist Retirement income advice
Aged care
Centrelink benefits
Gearing
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging

Services include:

Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring

See Financial Services Guide (FSCG) for full detail

Whitley Bradford

Whitley Bradford MFinPlanning, BBus, Dip FP

Financial Planner & Accredited Mortgage Consultant and Banking Adviser

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 was the first Australian to graduate from Griffith University with a Masters of Financial Planning in March 2016.

Whitley has received many awards for her achievements such as:  UTAS Deans role of Excellence (2011), Young Women in Business (2012), Mt Nelson Award (2012), Griffith Award for Academic Excellence (2015), AMP Regional winner- New Adviser of the Year award (2015) as well as being shortlisted for the 2016 AFA Excellence in Education Award.

She specialises in Risk, Superannuation for clients with at any level of wealth.

Congratulations to Whitley Bejah who has just been appointed as an Accredited Mortgage Consultant (AMC), As we now have a Mortgage Broker on staff with access to many Home Lenders, if you have or want a mortgage and would like to get a better deal contact Whitley.

She is also able to provide advice on AMP Bank mortgage and savings products.

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.

Skills and experience

Specialises in helping customers with over $50k of household income

Authorised representative number: 440151

Credit representative number: 443476

Qualifications: Master of Financial Planning, BBus, Dip FP   Accredited Mortgage Consultant (AMC)

Phone: 03 6343 1007

Email: whitley.bradford@financialpartners.com.au

Areas of advice include:

Complimentary financial health check and goal-setting session
Debt control & management, including lending services
Long-term wealth building
Investment advice
Small business solutions
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging

Services include:

Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring

See Financial Services Guide (FSCG) for full detail



Kate Martin

Kate Martin Dip FP

Financial Planner

Profile summary

Kate works closely with all of the advisers to ensure clients are meeting their objectives and goals and at this stage working on learning a new profession..

When not in the office, Kate enjoys personal fitness regimes, nothing better than taking a morning run or swim.

Kate has just completed her Diploma of Financial Planning  after working the last 2 years as our Client Services Officer. 

We wish her every success in her next steps in this exciting new career.

Skills and experience

Authorised representative number: 1253488

Credit representative number: 497313

Qualifications: Dip FP

Phone: 03 6343 1007

Email: kate.martin@financialpartners.com.au

Areas of advice include:

Complimentary financial health check and goal-setting session
Debt control & management, including lending services
Long-term wealth building
Investment advice
Personal insurance and risk protection
Cash flow management
Superannuation
Estate planning
Salary packaging

Services include:

Establishment of a wide range of investment, superannuation and retirement accounts
Loans assistance
Insurance claims assistance
Investment and account monitoring

Phone: 03 6343 1007

See Financial Services Guide (FSCG) for full detail


Dianne Brzeski  

Telephone Client Services Officer

Diane Brzeski

Dianne works closely with all of the advisers to organise regular appointments with our clients to ensure that they meeting their objectives and goals.

When not in the office, Dianne enjoys working in her business with Nutrimetics.

Phone: 03 6343 1007

Email: financialpartners@financialpartners.com.au


Dannie Holmes

Dannie Holmes

Client Services Officer

Dannie works closely with all of the advisers to ensure clients are meeting their objectives and goals.

Phone: 03 6343 1007

Email: financialpartners@financialpartners.com.au


 

 

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