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  • Phone: 02 4782 1148
  • Fax: 02 4782 4766
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Financial planning services

 

                                                                                                

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Our Financial Planning Website

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John Richards is an authorised representative of AMP Financial Planning Pty Limited (Authorised Representative Number 234903). As your financial planner, John will able to assist you in the following areas:

  • Retirement Planning
  • Investment
  • Wealth Creation
  • Superannuation

Self Managed Superannuation Funds

 

Rebecca Garnsey – Senior Accountant (CA, FIPA, B.Bus, ASPAA)

Rebecca is a member of the Institute of Chartered Accountants (CA), a fellow of the Institute of Public Accountants (FIPA), an associate member of the Self Managed Super Fund Association (ASPAA), a registered Tax Agent and an SMSF Auditor. She has also recently completed the RG146 Diploma of Financial Planning, enabling her to continue to advise clients on self-managed super funds after the accountants’ exemption ceases in July 2016. She has over 15 years’ experience working in public practice, and has worked with hundreds of small and medium-sized businesses.

Rebecca is an Authorised Representative of The SMSF Expert Pty Ltd (Authorised Rep No. 465076).
I have the following qualifications and memberships:
• Member of the Institute of Chartered Accountants Australia New Zealand
(CA)
• Fellow of the Institute of Public Accountants (FIPA)
• Bachelor of Business (Accounting)
• Associate member of the Superannuation Professionals Association of
Australia (ASPAA)
• RG 146
• Registered Tax Agent

She specialises in complex tax matters, business structuring, SMSFs and strategic advice.

Dianne Norman – Accountant (CPA, B.Bus, JP)

Dianne holds a Bachelor of Business degree and is a CPA with Public Practice Certificate. Dianne is also a Registered Tax Agent and Justice of the Peace. Dianne has been working in public practice since 2008 and specialises in taxation and accounting.

Dianne is an Authorised Representative of The SMSF Expert Pty Ltd (Authorised Rep No. 1253677).
I have the following qualifications and memberships:
• Member of CPA Australia (CPA)
• Bachelor of Business (Accounting)
• RG 146
• Registered Tax Agent

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John Ellis, BA (Comms), B (Ltt.), GradDip (BusAdmin), Dip FS (FP), Adv Dip FS (FP), SA Fin, has worked as a Financial Planner for 15 years after tertiary statistical, communications and finance business studies. He has worked for Stateplus (State Super Financial Services), Berry Actuarial Planning, and financial corporates. He has deep experience of defined benefit schemes, business risk financial planning and life-goal planning and is now located here at the largest Blue Mountains-based Accountancy and Financial Planning firm.  John is completing his Masters of Applied Finance and is a Senior Associate of the Financial Services Institute of Australasia. (Authorised Representative AMP Financial Planning Number 1005764).

He is a member of:

  • Financial Planning Association of Australia (FPA)
  • The Financial Services Institute of Australasia (FINSIA)
  • Financial Ombudsman Service