Casey enjoys sharing in the big, scary and fun decisions her clients inevitably need to make during their lives and sees herself as a professional sounding board, a financial coach or project manager-making sure that things get done and the pieces all come together.
As a Certified Financial Planner and a 15 year member of the Financial Planning Association, Casey is committed to her profession and the ethical standards expected of her. She is inspired by generosity and likes working with people who see life as an adventure.
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 15 years and has an excellent rapport with clients and our service providers. She now job shares with Rachel and currently works 2 days a week. The key role of this position is to attend to client enquiries, assist advisers in their preparation for client appointments and to manage the client management software.
Administration Co-ordinator: Rachel has been with us for the last year and has over 20 years experience in the financial services industry. As with Gail 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.
Practice Manager: Joel joined us over 3 years ago in a part time role as a graduate in Accounting and Finance from Swinburne University. He has been with us full time for 2 years now. His role calls upon his technical and analytical skills that will allow him to provide valuable assistance to the advisers in our team and to clients as well as overseeing the day to day operations in the office.
Ross has extensive experience and knowledge in the finance industry. Previously Ross worked here as our Practice Manager and has a great knowledge of our business and provides valued support to us. Currently he assists us on a needs basis undertaking special projects and paraplanning roles.
Administration Co-Ordinator. Judy joined us in June 2016 and has over 25 years experience in financial services. Judy is currently with us 2 days a week.