Financial Adviser
Chris Taylor
Joined: April 2016
Qualifications: Bachelor of Commerce, Advanced Diploma of Financial Planning, Certified Financial Planner
Interests: AFL (West Coast Eagles), Basketball, Cricket, Family & Travel.
What is a Rich Life for You?: In my experience, most people want balance in their life and I am no different. I love my family, my friends, my profession, sport and travel. If I am dedicating my time, effort and energy to these areas on most days (without neglecting any area) – I am leading a rich life.
In my work life, I am on a little bit of a personal crusade to restore faith in the financial planning profession. People often have a poor relationship with money and essentially want help to achieve their personal rich life goals. I thoroughly enjoy being the trusted financial partner that can provide that guidance with quality, honesty and integrity.
Client Advocate
Ashleigh Watson
Joined: December 2010
Qualifications: Diploma of Financial Planning, Bachelor of Psychology (current study)
Interests: Fitness, Travel, Food & Wine
What is a Rich Life for You?: A Rich Life for me is living a balanced life doing the things that I love and doing them passionately. When I think about my Rich Life I remind myself that there is no such thing as a work-life balance, it’s all life. If there were such a thing as a work-life balance, it would mean that I only really ‘live’ two days a week.
For me living my Rich Life means helping people and developing long-lasting relationships. It’s spending quality time with family and friends, enjoying a nice bottle of wine (and of course great food) or going on that holiday I’ve always dreamed of.
Administration Support
Michelle Hatton
Joined: January 1994
Qualifications: Diploma of Financial Planning
Interests: AFL (Hawthorn), Reading, Family, Travel
What is a Rich Life for You?: What is a Rich Life to me – to enjoy life with family and friends. To make the most of the time I have with my children while they are still young so I can instil in them the values they need to become the best they can be and in doing so creating lasting and loving memories.
Client Advocate
Jemma McDonald
Joined: April 2017
Qualifications: Bachelor of Commerce (Business Law, International Relations), Master of Financial Planning (current study)
Interests: AFL (Melbourne Demons), Netball, Travel, Wine & Cheese Platters
What is a Rich Life for You?: A rich life for me is living a happy and healthy lifestyle. It means that I am making the most of opportunities, challenging myself, and having a positive impact on the people around me. It is building strong relationships and spending quality time with family and friends, and one day having a family (and lots of dogs) of my own. Living my rich life means that I have the freedom to experience, learn and achieve all of the things that I want and enjoy in my life.
Financial Adviser
Dean Gilkison
Joined: November 1999
Qualifications: Diploma Financial Planning, Grad Diploma Financial Planning, Masters of Applied Finance, Certified Financial Planner (CFP), PLD (Exec. MBA) Harvard Business School
Interests: Family, Sport, AFL (North Melbourne), Travel, Community / Social Enterprise
What is a Rich Life for You?: A Rich Life for me is one in which I am able to leave the world better than I found it. To give generously, helping others find their path and achieve their aspirations. I want to explore with curiosity and satisfy my sense of adventure. Most of all, to give my best and accomplish these things together, with my family and friends.
Administration Support
Michelle Pollard
Joined: August 2010
Qualifications: Diploma of Financial Planning
Interests: Family, Travel, AFL (Fremantle), Fitness
What is a Rich Life for You?: A rich life for me is to simply be happy, enjoy my life with family and friends and to help and support others. To help and support my children grow to be the best version of themselves they can be, enjoy every experience I can with them and create amazing memories as a family.
Financial Advisor
Brett Surman
Joined: 2020
Qualifications: CFP, Grad Diploma in Applied Finance, Grad Cert FP, Bachelor in Commerce
Interests: AFL (West Coast), Reading, Running, Building indoor cubby houses
What is a Rich Life for You?: I am a big believer that life is to be enjoyed. We should all be able to spend our time doing the things that give our life real meaning and purpose. Life is short though and we only get one shot at it so we need to make every decision count – especially the financial ones!
A rich life for me is one filled with lots of love, laughter and learning. It’s a life filled with experiences like; enjoying a glass of wine watching an outdoor movie with my wife, snowboarding in Japan with good mates and watching morning cartoons with my two little girls.
Financial Adviser
Peter Gilkison
Financial Adviser
Joined: January 1979
Interests: Karate, Golf, AFL (North Melbourne), Grandchildren
What is a Rich Life for You?: A rich life for me is enjoying my time doing the things I love – spending those precious moments with my wife, kids and grandkids, puttering around on the golf course or training at the dojo.
It’s a rich experience for me to enjoy the relationships with clients I’ve worked with over the years and to see the rich lives that they’ve built for themselves. All of whom I consider friends.
Nowadays I enjoy pursuing my passions, this is the time in my life when I can comfortably put my feet up and enjoy a nice bottle of wine.
Technical Support
Pia Gunadirdja
Joined: 2020
Qualifications: Double Degree Bachelor of Science (Mathematical Science), Bachelor of Commerce (Finance), Diploma of Financial Planning, Advanced Diploma of Financial Planning.
Interests: Family, Food, Tennis and Travel
What is a Rich Life for You?: A Rich Life for me is being happy, doing the things that I love and spending quality time with friends and family. It’s living a meaningful life and being able to enjoy life to the fullest. I want to be the best version of myself and bring a positive influence to those around me.
Financial Co-ordinator
Rebecca Richards
Joined: February 2010
Interests: Family, Baking, Travel, AFL (Fremantle)
What is a Rich Life for You?: A Rich Life for me is spending time with my family and friends, enjoying good times, a laugh and creating memories. It’s living a happy, content life enjoying the simple things while contributing generously to those around me.
Operations Co-ordinator
Genevieve Gething
Joined: 2019
Qualifications: Certificate IV in Project Management, Bachelor of Technology in Human Resource Management and National Diploma in Human Resource Management
Interests: Family, Travel, Reformer Pilates, Gym
What is a Rich Life for You?: I believe a rich life is having a strong, happy, healthy family environment in which I can raise my children. To be able to provide for all the opportunities my children wish to explore and to create many memories that can be looked back on with joy.
Receptionist
Trish Jayallen
Joined: March 2020
Interests: Cooking, gardening, nurturing my home and our beloved Beagle Crosses.
What is a Rich Life for You?: A rich life for me involves being kind and making the day better in some way for those I encounter.
Life is not a dress rehearsal, enjoy every day, travel, experience life and hang out with dogs as much as possible.
Create beautiful spaces and make people feel good about themselves.
Administration Support
Elyse Del Fante
Joined: September 2020
Qualifications: Certificate IV in Human Resources
Interests: Spending time with my family & friends, cooking, being outside to enjoy the sunshine with my Groodle, Basil.
What is a Rich Life for You?: For me a rich life is enjoying each day and every moment spent smiling and helping others around me. I like to surround myself with happy and inspiring people who make me want to be a better person every day.
By living in the moment, taking on the challenges as well as staying positive, I can really savour the memories made with my family, friends and work colleagues.
I want to look back on my life and know I had a rich one by enjoying the things I love doing including – spending time with family & friends, cooking, being outdoors, enjoying a nice holiday and of course ensuring I can provide the best life for my beautiful dog, Basil.
Technical Support
Wendy Groves
Joined: 07 September 2020
Qualifications: Diploma in Financial Planning
Interests: Reformer Pilates, Reading, Cooking, Travel and of course family.
What is a Rich Life for You?: A rich life for me is having a good balance in my life. Spending time with my family near and far (which involves a lot of time on the phone!) is a priority. I value the friendships I have and enjoy nothing better than catching up with friends over good food and the odd glass of wine.
I strive to be the best version of myself, both physically and mentally, and to be a good example to my children and those close to me.
Administration Support
Sam Bertram
Joined: 05 October 2020
Interests: Sports (NBA, AFL, NFL, Soccer), Travel (Internationally, domestically and rural), Family & Friends, Fitness (Gym & Outdoor recreation), Foodie, 4wding and camping
What is a Rich Life for You?: A rich life for me means having fulfillment in what it is I am doing with my life professionally and personally. A meaningful life is created by having meaningful work and I’m a true believer in this. I build close and meaningful relationships that I want in my life and invest my time and life in areas that I choose. I don’t make a decision because I have too, I do it because I choose to. One of my favourite quotes is “Life is what you make it, the person in your way is you”. This is exactly how I intend to live my life with fulfillment and gratitude for what I’ve been through, achieving and will achieve in the future.
A rich life for me will mean that I have been able to achieve what I want to achieve in life, build the relationships I want, travel and create memories and experiences with family and friends and have a family one day that I’ll be able to provide for, nurture and be my world.
Administration Support and Technical Support
Isabella Serra-Jones
Joined: 30 November 2020
Qualifications: Bachelor of Commerce (Finance & Economics)
Interests: Being at the beach, trying out new recipes, travelling, hiking and spending time with family and friends.
What is a Rich Life for You?: A Rich Life for me is one where I am the best version of myself and am having a positive impact on my environment. I enjoy collaboration and meeting new people as I believe this to be the best way to broaden horizons, learn new things and perhaps evoke a different perspective. My Rich Life is one where I am continuously learning, being challenged and immersing myself in new experiences.
