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Moneywise Global Adviser

NSW
Level 13, 33 Berry Street, Sydney 2060
Telephone: (02) 8918 0264
Facsimile: (02) 8918 0211

VIC
Level 5, 436 St Kilda Road, Melbourne VIC 3004
Telephone: (03) 9026 3747
Facsimile: (03) 9026 3744

QLD
Level 3, 545 Queen Street, Brisbane QLD 4000
Telephone: (07) 3170 7518
Facsimile: (07) 3170 7531

WA
Level 18, 191 St Georges Tce, Perth 6000
Telephone: (08) 9215 9031
Facsimile: (08) 9215 1214

SA
Level 12, 33 King William Street, Adelaide 5000
Telephone: (08) 8213 8041
Facsimile: (08) 8213 8020

The MoneyWise Global, consisting of 15 financial advisers across Australia, is one of travel company Flight Centre’s key human resource initiatives. Established in 1994, the program is designed to offer complete financial planning services to Flight Centre employees and their immediate family.

Paul Mann and his team provide around 5000 one-on-one consultations annually. MoneyWise Global was highlighted as a leading employee program in the Federal Government's Financial Literacy campaign.

The NSW team

Paul Mann

NSW - Sydney north

Paul has been involved in the Financial Services Industry and Financial Markets for the past 18 years. He has worked at St George Bank and the Commonwealth Bank, before joining Moneywise Global as a team leader of the NSW team in 2004. Paul is currently the National Leader of Moneywise Global. Paul has a Diploma of Financial Planning.

Click here to download Paul's Adviser Profile (Part 2 of the Financial Service Guide).



Catherine Navarro

NSW - Sydney north

Catherine has a Bachelor of Commerce and an Advanced Diploma of Financial Services. She has been involved in the financial services industry since 1998 and has been an Authorised Representative since 2003. Her fields of specialty include wealth creation, risk management, superannuation and retirement planning.

Click here to download Catherine's Adviser Profile (Part 2 of the Financial Services Guide).



Darren Maundrell

NSW - Sydney north

Darren has a Bachelor of Economics gained at Macquarie University, completed the Diploma of Financial Planning from Deakin University and was awarded the designation of Certified Financial Planner (CFP) in 2003.

Click here to download Darren's Adviser Profile (Part 2 of the Financial Services Guide).



Justin Colvin

NSW - Sydney north

Justine has a Graduate Diploma of Financial Planning. She has worked within the finance industry since 1987 having worked in a number of banking roles both in New Zealand and the UK. Justine has been a financial adviser with Moneywise Global since 2003, starting in New Zealand before transferring to Australia in 2009.

Click here to download Justine's Adviser Profile (Part 2 of the Financial Services Guide).



 

Frank Kidenya

NSW - Sydney north

Frank has been in the Financial Services Industry for over seven years, primarily in banking. During this time, he has dealt with a diverse range of personal and business clients. He holds a Masters in Applied Finance and Investment. Franks philosophy is that success comes from good planning. As a result, his approach to financial planning is to provide tailored advice and effective strategies that are appropriate to his clients needs and goals.

Click here to download Frank's Adviser Profile (Part 2 of the Financial Services Guide).

 

The VIC team

Robert Majman

VIC - Melbourne CBD

Robert has over 8 years experience in the finance industry working at ANZ Bank and Bendigo Bank along with some boutique firms and has completed a Bachelor of Commerce from Deakin University (double major in Accounting and Financial Planning).

Click here to download Robert's Adviser Profile (Part 2 of the Financial Services Guide).



Phil Gard

VIC - Melbourne CBD

Phil has a Bachelor of Economics gained at the University of Tasmania, has completed a Diploma of Financial Planning from Deakin University and was awarded the designation as a Certified Financial Planner in (CFP) in 2002.

Click here to download Phil's Adviser Profile (Part 2 of the Financial Services Guide).



Roger Smith

VIC - Melbourne CBD

Roger has a Bachelor of Business/Arts, a Diploma of Financial Planning and has been awarded Certified Financial Planner status (CFP) by the Financial Planning Association, after completing the Financial Planner Certification Assessment Program.

Click here to download Roger's Adviser Profile (Part 2 of the Financial Services Guide).



Danielle Pham

VIC - Melbourne CBD

Before joining Moneywise Global in 2008, Danielle worked in financial services, her main focus being on superannuation. Danielle has completed a Bachelor of Commerce through Deakin University, with majors in finance, financial planning and accounting, she has also competed a Diploma of Financial Planning and will be undertaking the CFP in the near future. 

Click here to download Danielle's Adviser Profile (Part 2 of the Financial Services Guide).



The QLD team

Craig Williams

QLD - Brisbane

After working for the investigations department of the British Customs for 10 years, Craig has been in the Financial Services Industry since 1999. He has been with Moneywise Global since 2004, before this he spent a period as a planner with Westpac Bank.

Click here to download Craig's Adviser Profile (Part 2 of the Financial Services Guide).



Kelly Roper

QLD - Brisbane

Kelly has been in the financial services industry since 2002 and joined Moneywise Global in 2006. Kelly has a Bachelor of Business, a Diploma of Financial Planning and is nearing completion of an Advanced Diploma of Financial Planning.

Click here to download Kelly's Adviser Profile (Part 2 of the Financial Services Guide).



Louise Agnew

QLD - Brisbane

Louise has been in the financial services industry for over five years, starting her career in a fund manager in London. Since arriving in Australia, Louise has completed a Diploma in Financial Planning. She is currently studying an Advanced Diploma of Financial Planning.

Click here to download Louise's Adviser Profile (Part 2 of the Financial Services Guide).



Paul Dixon

QLD - Brisbane

Paul has been in the Financial Services industry since 1999. He has been a planner with Moneywise Global since 2006, starting in the UK before moving to Australia in 2009. Prior to this Paul held positions as Broker Consultant and Financial Planner for a number of UK based Insurance companies, Including Aviva and Scottish Life.

Click here to download Paul's Adviser Profile (Part 2 of the Financial Services Guide).


The WA team

Jo Page

WA - Perth

Joy has been in the financial services industry since 1977 and has been a planner for Moneywise Global since January 2006. Jo commenced financial planning with the ANZ and later with Westpac before moving to Moneywise Global.

Click here to download Joy's Adviser Profile (Part 2 of the Financial Services Guide).



Kelly Roche

WA - Perth

Kelly's first role in the financial services industry was working in the business development team at the head office of a licensed security dealer, Count Financial Ltd. She joined Moneywise Global 14 months later in August 2002 as a financial planner.

Click here to download Kelly's Adviser Profile (Part 2 of the Financial Services Guide).


 

The SA team



Mark Shrimplin

SA - Adelaide

Mark has a Advanced Diploma of Financial Services (FP). He has been in the financial services industry since 1990 having worked CPS Credit Union (SA) Ltd for approximately 14 years. Mark has been with Moneywise Global since July 2004 providing securities and investment advice.

Click here to download Mark's Adviser Profile (Part 2 of the Financial Services Guide).


 

How to contact Flight Centre Moneywi$e

Sydney office - (02) 8918 0264
Melbourne office - (03) 9026 3747
Brisbane office - (07) 3170 7518 
Perth office - (08) 9215 9031
Adelaide office - (08) 8213 8041


Moneywise Global Pty Ltd, ABN 57 141 183 815, is an Authorised Representatives of Consultum Financial Advisers Pty Ltd.

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