Adviser Profile | Perry Wilkey · Experience Financial Adviser and Authorised Representative since...

Adviser Profile | Perry Wilkey

Perry Wilkey Relationship Manager | Executive Director AFS Number 240793 Experience Financial Adviser and Authorised Representative since 1983 Qualifications CERTIFIED FINANCIAL PLANNER ® Professional Diploma of Financial Planning Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.

• Provide financial product advice - Deposit and Payment Products - Deposit and Payment Products - Non-basic Deposit Products

• Government Debentures, Stocks or Bonds

• Life Products - Investment Life Insurance Products - Life Risk Insurance Products

§ Managed Investment Schemes, including IDPS

§ MDA Services § Retirement Savings Account

Products § Securities § Superannuation § Margin Lending Facility

- Standard Margin Lending Facility

Adviser Profile | Katharine Adderley

Katharine Adderley Relationship Manager | Associate Director AFS Number 241834 Experience Financial Adviser and Authorised Representative since 1996 Qualifications CERTIFIED FINANCIAL PLANNER ® Professional Diploma of Financial Planning Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.








Adviser Profile | Geoff Burchell

Geoff Burchell Relationship Manager | Associate Director AFS Number 236695 Experience Financial Adviser and Authorised Representative Qualifications CERTIFIED FINANCIAL PLANNER ® Professional Diploma of Financial Planning Master of Business Administration Bachelor of Engineering Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.








Adviser Profile | Geoff Crowe

Geoff Crowe Relationship Manager | Associate Director AFS Number 236679 Experience Financial Adviser and Authorised Representative since 1985 Qualifications CERTIFIED FINANCIAL PLANNER ® Professional SSA SMSF Specialist AdvisorTM

Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.








Adviser Profile | Amanda Gullickson

Amanda Gullickson Account Manager | Financial Planning AFS Number 1239569 Experience Associate Adviser and Authorised Representative Qualifications Advanced Diploma of Financial Planning Bachelor of Communications Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.






Products § Securities § Superannuation

Adviser Profile | Max Hogan

Max Hogan Relationship Manager | Financial Planning AFS Number 1007411 Experience Financial Adviser and Authorised Representative since 2015 Qualifications Advanced Diploma of Financial Planning Diploma of Finance and Mortgage Broking Management Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.






Products § Securities § Superannuation

Adviser Profile | Amanda Harriss

Amanda Harriss Account Manager | Financial Planning AFS Number 247560 Experience Commenced advice in 2002 Qualifications Advanced Diploma of Financial Planning

Bachelor of Applied Science Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.





§ Retirement Savings Account Products

§ Securities § Superannuation § Margin Lending Facility § Miscellaneous Financial Investment

Products – MDA Services

Adviser Profile | Mark Beveridge

Mark Beveridge Relationship Manager | Executive Director AFS Number 239234 Experience Financial Adviser since 1990

Fellow of the Financial Services Institute of Australia Qualifications Graduate Diploma of Financial Planning

Diploma of Financial Markets Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.






§ Securities § Superannuation § Margin Lending Facility

Adviser Profile | James Greentree

James Greentree Operations Manager | Associate Director AFS Number 295770 Experience Commenced advice in 2002 Qualifications Advanced Diploma of Financial Planning Bachelor of Commerce Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.






§ Securities § Superannuation

Adviser Profile | Tony Rush

Tony Rush Relationship Manager | Associate Director AFS Number 411446 Experience Financial Adviser since 1995 Qualifications Bachelor of Commerce Graduate Diploma Applied Finance and Investment CERTIFIED FINANCIAL PLANNER ® Professional Chartered Accountant Justice of the Peace (Qual) Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.







Adviser Profile | Warren Heselwood

Warren Heselwood Relationship Manager | Financial Planning AFS Number 1257341 Experience Commenced advice in 2017 Qualifications Diploma of Financial Planning Associate Degree in Engineering Bachelor of Business (Financial Planning) Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.








Adviser Profile | Winnie Pham

Winnie Pham Relationship Manager | Associate Director AFS Number 279105 Experience Financial Adviser since 2004 Qualifications CERTIFIED FINANCIAL PLANNER ® Professional

Certified Practising Accountant Bachelor of Business








Adviser Profile | Peter Kirk

Peter Kirk Relationship Manager | Executive Director AFS Number 238879 Experience Financial Adviser since 1989 Qualifications CERTIFIED FINANCIAL PLANNER ® Professional

Advanced Diploma of Financial Planning Master of Business Administration








Adviser Profile | Tony Marshall

Tony Marshall Relationship Manager | Executive Director AFS Number 238880 Experience Financial Adviser since 2003 Qualifications Advanced Diploma of Financial Planning

Bachelor of Business Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.







Adviser Profile | Justine Hendry

Justine Hendry Financial Services Manager | Associate Director AFS Number 233014 Experience Financial Adviser since 1995 Qualifications Advanced Diploma of Financial Planning CERTIFIED FINANCIAL PLANNER® Professional Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.








Adviser Profile | Susan Howard

Susan Howard Relationship Manager | Financial Planning AFS Number 407792 Experience Commenced advice in 2006 Qualifications Graduate Diploma of Financial Planning Advanced Diploma Financial Planning Diploma of Financial Planning Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.






§ Securities § Superannuation

Adviser Profile | Erin Lane

Erin Lane Relationship Manager | Financial Planning AFS Number 1260590 Experience Commenced advice in 2017 Qualifications Bachelor of Commerce (Accounting & Financial Planning) Products and services Your financial planner is licensed by Quill to provide you with general and personal financial advice and to transact in the following class and types of products.






§ Securities § Superannuation § Miscellaneous Financial Investment


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Adviser Profile | Perry Wilkey · Experience Financial Adviser and Authorised Representative since...

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