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 3584
QLD
Level 5, 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).
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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).
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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).
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Justine 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).
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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).
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Simon Finch
NSW - Sydney CBD
Simon holds a Bachelor of Business Studies (Finance) and a Graduate Diploma of Financial Planning (Finsia). He has experience in investment management, retirement planning, superannuation and Self Managed Superannuation Funds, wealth creation and risk management and recommending appropriate strategic structures.
Click here to download Simon's Adviser Profile (Part 2 of the Financial Services Guide).
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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).
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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).
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Jodi Howie
VIC - Melbourne CBD
Jodi holds a Bachelor of Business degree, a Diploma of Financial Planning and is a Certified Financial Planner which is the industry's highest designation. Jodi has over eleven years experience within the financial services industry. Jodi was a national finalist in IFA's Paraplanner of the Year for 2002 and 2003 and was a Tasmanian State winner for both years.
Click here to download Jodi's Adviser Profile (Part 2 of the Financial Services Guide).
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Emma McCosh
VIC - Melbourne CBD
Emma has a Bachelor of Business (Economics and Finance) and a Graduate Diploma of Education. She has been involved in the financial services industry since 2002 and was first given Authorised Representative status in 2003.
Emma has been involved in planning advice and financial education across a spectrum of clients ranging from young wealth accumulators through to high net worth individuals, SMSFs and trusts. Emma places a high importance on building and maintaining long term relationships; she can work with you to prepare and implement a specific or a comprehensive strategy to meet your objectives.
Click here to download Emma's Adviser Profile (Part 2 of the Financial Services Guide).
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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).
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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).
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Kelly Roche
QLD - Brisbane
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).
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The WA team
Dean Morris
WA - Perth
Dean has an Advanced Diploma of Financial Services (FP). He has been in the Financial Planning Industry since 1988 having worked with a major fund manager for over 8 years in a Technical and Marketing role to then commence his career as a Financial Planner with the ANZ bank and to continue as an adviser with several large and small companies in Australia. With approximately 24 years in the Financial Planning industry and over 15 years as an Investment Adviser/Financial Planner, Dean’s focus is on wealth creation, risk management, superannuation, and retirement planning.
Click here to download Dean's Adviser Profile (Part 2 of the Financial Services Guide).
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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).
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How to contact Flight Centre Moneywi$e
| Sydney office |
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(02) 8918 0264
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| Melbourne office |
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(03) 9026 3747
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| Brisbane office |
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(07) 3170 7518 |
| Perth office |
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(08) 9215 9031
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| Adelaide office |
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(08) 8213 8041
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Moneywise Global Pty Ltd, ABN 57 141 183 815, is an Authorised Representatives of Consultum Financial Advisers Pty Ltd.
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