Financial Adviser
Chris Taylor
Joined:
April 2016
Qualifications:
Bachelor of Commerce
Advanced Diploma of Financial Planning
Certified Financial Planner (CFP)
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 Pano
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.
Client Advocate and 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.
Financial Adviser
Dean Gilkison
Joined:
November 1999
Qualifications:
Graduate Diploma of Financial Planning
Master of Applied Finance
Certified Financial Planner (CFP)
Program for Leadership Development (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.
Client Advocate and 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 Adviser
Brett Surman
Joined:
February 2020
Qualifications:
Bachelor of Commerce
Graduate Certificate of Financial Planning
Graduate Diploma of Applied Finance
Certified Financial Planner (CFP)
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
Tahni Davison
Joined:
June 2021
Qualifications:
Master of Financial Planning
Interests:
Family camping/4WD Adventures, Rugby Union, MTB and Road Cycling.
What is a Rich Life for You?:
A rich life for me is about being involved in the things that provide me happiness and enjoyment. From attending school and sporting events that my children are involved in, to family camping trips to show the children some of the incredible locations we have so close to us, to participating in various cycling events to challenge myself physically. In my work life, it is assisting clients and providing clarity and direction surrounding their financial future in order for them to achieve the things they value most is very rewarding.
Consultant
Peter Gilkison
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.
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:
November 2019
Qualifications:
Certificate IV in Project Management
Bachelor of Technology (Human Resource Management)
National Diploma of 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.
Technical Support
Wendy Groves
Joined:
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.
Financial Adviser
Isabella Serra-Jones
Joined:
November 2020
Qualifications:
Bachelor of Commerce (Finance & Economics)
Graduate Diploma of Financial Planning
Master of Financial Planning (current study)
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.
Client Advocate
Carla Morgan
Joined:
November 2022
Interests:
Dog Rescue Volunteering / Travel (research, planning & doing) / Spending time with Family & friends
What is a Rich Life for You?:
A Rich Life for me is having a job that I am enthusiastic about and allows me to build client relationships so I can provide value to those clients daily. It has time to enjoy family & friends, opportunity to volunteer for causes I am passionate about and freedom to travel.
For me living my Rich Life means enjoying my work life and having time to bring joy to friends and families, exploring the world and being able to contribute back to society through volunteering. Combined this provides a very enjoyable and Rich Life for me.
Reception and Administration Support
Charlotte Todd
Joined:
May 2023
Interests:
Baking, Spending Time with my Family & Friends, Gym, Coastal Walks, Reading, Crime Podcasts
What is a Rich Life for You?:
A Rich Life for me consists of regularly doing things I enjoy along with things that challenge me and take me out of my comfort zone. Spending quality time with my loved ones and being a great Partner, Daughter, Sister, Aunty and Friend. It is one where I simply give things a go; being open to learning new ideas and broadening my horizons.
Reception and Administration Support
Bethany Savage
Joined:
September 2023
Qualifications:
Bachelor of Business (Marketing)
Interests:
Netball, Pilates, Spending time with friends and family, working and reading.
What is a Rich Life for You?:
Living a rich life to me, means living happy, healthy and surrounding myself with love and positivity. When I leave this world, I want to know that I have lived my life to its fullest and made a positive impact on the lives of my peers. A work/life balance is extremely important to me and knowing when to prioritise my needs and wants. I would like to give myself every opportunity to learn and grow to ultimately become the best version of myself.
