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Financial Advice Matters

Achieving Your Goals

Building, Protecting and Managing Wealth is the Key
— Darren Smith - Managing Director

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Our Clients

Families of all shapes and sizes

 

Providing personal financial advice to families for over 24 years is an achievement we are proud of.

Our clients range from those looking to save for and buy their first home, to those who have built and managed their wealth, and are wanting to settle in their final home.

We have grown our business by helping our clients set and achieve their goals and as a result our clients refer us to their family, friends and colleagues. Client referrals is how we have grown our business since it started, and we are proud to continue this philosophy to this day.

 
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Our Services

Integrated approach to Building Protecting and Managing Wealth

Our Team

Dedicated to helping you achieve your goals

Darren Cooper
Senior Financial Adviser
Mackay

Adrian Berkeley
Senior Financial Adviser
Brisbane

Matthew Farley
Financial Adviser /
Quality Assurance Manager

Richard Nugent
Mortgage Broking Specialist

 

Joseph Gollan
Financial Adviser
Brisbane

Chris Suters
Financial Adviser
Robina

Francis Rigby
Advice Development Manager
Northern Region

Paul Geisel
Aged Care Specialist

Angela Gregory
Financial Adviser
Bundaberg

Phillip Boys
Financial Adviser
Brisbane

Anthony Mirandilla
Financial Adviser
Robina

 

Scott Ashman
Financial Adviser
Sunshine Coast

Kevin Cuthbert
Financial Adviser
Brisbane

Melissa Kaponay
Cashflow Specialist / Financial Adviser

Contact Us

Flexible office locations close to you

Head Office

Level 4
Toowong Tower
9 Sherwood Road
Toowong
QLD 4066
PO Box 115

P 07 3721 4400

F 07 3721 4499

 

 

 

 

 

 

 

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Retirement Roadshow

After working long and hard over many years most people look forward to a comfortable retirement. Unfortunately, many people do not have any idea of how they will fund their retirement or worse still, bury their head in the sand and do nothing until it is too late.

Given the average 65-year-old will have 30 years plus in retirement the key to having the golden years you want, rather than the retirement you're stuck with, is knowing where you are and where you want to be.

Register for the Retirement Roadshow to hear from industry experts on some of the important aspects to consider when approaching retirement.

RETIREMENT ROADSHOW VENUES AND EVENT DETAILS

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PRESENTER PROFILES

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Francis Rigby
Advice Development Manager
Financial Advice Matters Group

Sub-Authorised Representative No. 260295
Sub-Authorised Credit Representative No. 495940

Francis Rigby has a Bachelor of Economics, an Advanced Diploma in Financial Planning and is a member of the AFA (Association of Financial Advisers). As a professional financial adviser for the past 15+ years he has played an integral part in the development of strategic business plans for organisations and individuals.

In recent times Francis has been working as a Corporate secretary for an ASX listed company before returning to the financial services industry to  pursue his passion for making a positive difference in people’s lives. Francis' expertise at Financial Advice Matters include Retirement Strategy Planning and Adviser development.

Francis is a very driven individual who constantly strives to do the very best that he can to achieve success with family, personal and work goals.  Previous life represented Australia with his wife Portia in Ice Dancing and currently a keen cyclist, “one of the polite ones”, training and racing Masters, anything over 100km, the highlight of the year being Grafton to Inverell.


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Mark Teale

Retirement Strategies and Solutions
Centrepoint Alliance

After working for the Department of Social Security and Centrelink as a Financial Information Service Officer and Regional Manager for over 20 years, Mark Teale brought a strong technical background and Social Security knowledge to Centrepoint Alliance.

Mark has been employed since early 1999 working as Research, Technical, Paraplanning and Product Manager. His experience lends itself very well to his current role in the area of Retirement Strategies and Solutions. Working in partnership with Peter Kelly, Mark specialises in the areas of Aged Care, Centrelink and Veteran's Affairs.

He is a regular contributor to a number of industry publications as well as presenter at conferences, seminars and workshops. He is also a co-author of content for the “Realise Your Dream” blog with his good friend PK.

 


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Peter Kelly
Superannuation, SMSF and Retirement Planning Specialist
Centrepoint Alliance

Peter has sppent the past 13 years working with the Centrepoint Alliance Group.

Today, his time is filled providing specialist technical advice to financial planners, accountants, and risk advisers.

Areas of speciality include superannuation, retirement planning and estate planning. Peter also has extensive knowledge of self-managed superannuation funds and holds “SMSF Specialist Advisor” accreditation from the SMSF Association.

In addition to providing technical advice to accountants and advisers on a one-on-one basis, Peter is a regularly presenter at conferences, seminars and professional development events, both in Australian and overseas. He also writes articles and opinion pieces for a variety of industry and general publications, and co-authors a blog; “Realise Your Dream”.


Paul Geisel

Accredited Aged Care Specialist
Aged Care Matters

Sub-Authorised Representative No 345693

Paul joined our team in 2010 with over 25 years experience in the Financial Services industry. Paul has been a Certified Financial Planner since 1995, and has the experience to deal with the ever changing landscape in our industry. Paul has a Diploma in Financial Planning, is an Accredited Aged Care Specialist and is a Commissioner of declarations.

Paul previously headed up a major Australian Bank Wealth Management Division for 10 years, and was also responsible for the setting up of a major Credit Union as a full Dealer Group having obtained an AFSL.

One of Paul's key professional achievements was being chosen as 1 of 100 Senior Managers worldwide whilst working at a major bank to complete an external Transformational Leadership Course.

Married for 40 years to his wife Peta, Paul is a proud dad to one daughter, and recently also became a grand dad for the second time. He enjoys watching most sport at state or national level, having played A grade squash and rugby league, as well as being a keen water skier. Paul has a real passion for the country life and bush walking, and was proud to have walked the Kokoda track in 2005.