Meet the team..
If you could achieve your financial goals by simply putting money in the bank, you wouldn’t need a financial plan, however life is a little more complex. It’s hard to understand the intricacies of investment, taxation and ever-changing rules and regulations. Therefore you need professional help.
Generation Private Wealth has a strong, experienced, and dedicated team with the knowledge and expertise to provide the most effective
advice possible for your specific needs. You will be well informed and well looked after in all aspects of your finances and will therefore have
greater peace of mind about your future.
Firstly Paul Richardson has been working in the Financial Services industry since 2004 and as a result has found a true passion in Financial Planning and assisting clients in achieving goals. In turn this would help afford them their dream lifestyles.
Most importantly, the road to success is about doing things smarter and putting into place what he has learned about financial planning. Secondly with that knowledge he helps ensure his clients have a great financial future.
Paul is an avid surfer and has been able to carve out a healthy lifestyle balance between work and chasing waves.
In conclusion, it’s a lifestyle that kindles his passion for helping clients eliminate some of the stresses involved with managing their finances.
Consequently this allows them to focus primarily on living happily and comfortably while planning for a rewarding future.
REVIEW ADVISER MAppFin, B.Bus, ADFP, SMSF Accredited
Sallyanne has over 25 years experience in the Finance Industry, with a background in Investment consulting, managed funds research and institutional portfolio management. She approaches financial planning with a holistic advice model.
Firstly, she understands what clients value and ultimately is the driver for their personal and financial objectives, and so every plan is created as a uniquely tailored plan to suit each individual client.
Secondly, Sallyanne is passionate about improving our client’s lives through expert financial advice and well developed financial plans.
Most importantly, she is client-focused and provides transparency in her financial services and products.
She is highly experienced in superannuation, retirement planning, risk management, tax minimisation and self-managed-super-funds.
ASSOCIATE ADVISER, ADFP
Emma has been working in the financial planning industry for 10 years,
providing high level support to advisers and clients. Emma also completed her Advanced Financial Planning diploma in 2017.
Firstly, she is passionate about assisting advisers with strategy development, in particular wealth protection and insurance strategies.
Secondly, she manages all ongoing insurance claims for our clients and works closely with them to ensure their financial affairs are simplified and easy to understand.
In her spare time Emma enjoys spending time with her friends and family.
Robyn has over 14 years experience in the financial planning industry focusing on the areas that increase efficiency.
Above all, she has the ability to look at the business from three different angles, as an Operations Manager as well as a Data Technician and Assistant Client Services Officer.
In addition, she has set up multiple Financial Planning departments which included data conversions, recruitment and staff & Adviser training. During the setting up of these departments Robyn also held the position of Practice Manager.
Her proficiency with the financial planning software is evident having over 12 years experience with multiple programs.
ASSISTANT CLIENT SERVICE OFFICER
Rhys has recently joined our team and is currently studying a Bachelor of Business majoring in financial planning.
Over the course of his degree, he has gained a wide range of skills, experience, and knowledge. As a result he is now eager to apply that to an expertise job.
Rhys has over 6 years’ experience in frontline customer service roles. He has demonstrated strong leadership skills empowering others to reach their full potential.
Over the past 8 months of his degree, he took advantage of job offers, where he was able to apply his knowledge from his studies as well as using his experience at work to better understand the content of his degree.
Having worked in client services has helped develop the necessary skills to work with a diverse range of clientele. He is looking to combine his passion for personal finance and financial planning with his new position.
Rhys now joins the Generation Private Wealth team as an Assistant Clients Service Officer.
In her spare time, Carole enjoys spending time with her family and various artistic pursuits.
MEET THE TEAM – GENERATION PRIVATE FINANCE
Todd has been a part of the Generation team since early 2018.
He has a background in owning and operating several successful small businesses over the last 20 years. Consequently he has a good understanding of all the client’s needs. From the first home owner to the experienced property investor Todd has excelled in his role.
For instance, he understands the importance of our clients having the best loan structure and flexibility in a product that best suits their overall financial plan and goals for future wealth creation.
He has carved out a niche in this space and excels in providing the client with advice on the best structure for their specific circumstances, always keeping their end goal in mind.
Todd is heavily involved in the local Gold Coast community as an AFL junior coach at the Broadbeach Cats, across several age groups.
His passion is coaching, whether it be financial or sporting as he loves seeing the results of what a dedicated team can achieve.
MORTGAGE BROKER ASSISTANT
Tony has over 20 years’ experience in finance and during his career he has worked for mortgage brokerages, banks, lenders and aggregators in both Australia and the UK.
He is tenacious about finding the right home loan for his clients, ensuring all needs and requirements are met or exceeded.
Working for Generation Private Finance has allowed him to achieve his ideal work/life balance.
He is an avid Rugby Union fan and thoroughly enjoys living on the Gold Coast with his young family.