Taking control of your financial future doesn’t have to mean doing everything by yourself. At Godfrey Pembroke (Melbourne), we work in partnership with you and your family to understand your aspirations for the future and create a personalised financial plan. We focus on building strong, long-term relationships with our clients and their families and aim to consistently deliver quality advice and service.
We are one of the longest running Godfrey Pembroke practices in Australia
Established in 1986 by Peter Bolton we are one of the longest running Godfrey Pembroke Practices in Australia. In 2007, after having spent a number of years advising the client base, Samuel Adams joined Peter in partnership to run the business, with Peter retiring in 2012.
As of 2015, Sam Adams and Glen Orbell are business Partners and are responsible for oversight of all operational and advice aspects of GPL (Melbourne) Pty Ltd.
The practice moved to newer premises in Bourke Street, Melbourne in late 2011.
Experience, Understanding and Technical Know How
Our Practice has a positive mix of experience, youthful energy and professional knowledge. Our two Advisers, Samuel Adams and Glen Orbell, each have over 10 years experience within the Financial Planning industry, work closely with clients to really understand what is important to them, and have contemporary skill sets to assist in achieving optimum client outcomes.
All advisers within the practice hold the highest professional designation within the industry being the globally recognized CERTIFIED FINANCIAL PLANNER™.
Our support staff have very sound knowledge and experience across the many facets of the financial planning process. Sheelagh Sale (reception/administration) has extensive experience in investment settlements and customer service having spent many years working in the finance industry across both large and smaller organizations. Piyumi Ranasinghe (Client Service Manager) has been with our practice for 5 years, and has a solid grounding in business studies.