Managing Director and Principal Financial Adviser:
Since 1973 Bob has been assisting people in their wealth creation, retirement planning and personal risk protection. In more recent times he has added to this a new focus on the financial needs of the elderly, especially for those that need to enter an Aged care Facility.
Bob now holds the additional designation of an Aged Care Professional™ having completed appropriate training in this regard.
Bob is a member of the Association of Financial Advisers (including its predecessors since 1974) and a Life Member of MDRT, the Premier Association of Financial Professionals®. MDRT is an international association which demands a focus on ethical client centric performance at a level of excellence as measured on a world scale.
Administration Co-Ordinator: Gail has been part of the NFS team for the past 17 years and has an excellent rapport with clients and our service providers. She can be found in the Sunbury office. Gail is also an Accredited Aged Care Professional™.
Administration Co-ordinator: Rachel has been with us for 5 years and has over 20 years experience in the financial services industry. She attends to client enquiries, assist advisers in their preparation for client appointments and to manage the client management software. Rachel is currently with us 3 days a week in the Gisborne office.
Adviser: Joel joined in 2013 as a paraplanner and qualified as a financial adviser in 2017. His time with us in a support role has helped him gain the knowledge and experience needed to enable him to now help others decide with confidence the best way for them to secure their financial future. Joel likes to make an effort to get to know each client’s personal situation to ensure that everything is taken into consideration before a decision is made.
Adviser: Gerard has been working in the Financial Planning industry for over 12 years. Gerard is an experienced and well-rounded client-centric Financial Planner with a strong ethical moral compass and extensive technical experience across a diverse range of Financial Planning disciplines. Gerard is in the Sunbury office.
Accredited Accredited Aged Care Professional™. Judy joined us in June 2016 and has over 25 years experience in financial services. Judy is currently with us 2 days a week.