SMSF Specialist Advisor™
Tony holds a Bachelor of Science Degree with Honours, with a double major in Mathematics and Computer Science. He is a member of both the SMSF Association and Financial Planning Association with over 15 years of experience in the industry. He is a SMSF Specialist AdvisorTM and CERTIFIED FINANCIAL PLANNER® professional, the highest qualification available for financial planners in Australia and is recognised worldwide. Prior to this he was an Army Officer in the Australian Army.
Tony believes that there is always something you can do to improve your financial situation. It may be greater understanding, strategic planning or just staying accountable to what you know needs to be done.
CFP® BComm CPA MBA (AGSM) Grad Dip FP
Bianca has a Bachelor of Commerce, a Graduate Diploma of Financial Planning and a Masters of Business Administration (MBA) from the Australian Graduate School of Management (UNSW and University of Sydney). Bianca is also a full member of Certified Practising Accountants (CPA) Australia, a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER® professional, the highest qualification available for financial planners in Australia and is recognised worldwide.
Bianca is a mother to two young children and is passionate about helping people make sound financial decisions that align with their personal values and goals.
To be admitted as CFP® professionals, advisers are required to pass an advanced and ongoing education program as well as to meet requirements around ethics and experience.
Client Services Manager
Sheree has over 10 years of client service and administrative experience and joined Godfrey Pembroke in 2013. Sheree is always friendly, professional and reliable when working with our clients and our advisers. As our Client Services Manager, Sheree engages with our clients, their needs and objectives. Sheree also plays an active role in the organisation of the office and general operation of the business.
Sheree has a Diploma in Business Administration and is currently in the process of completing her Diploma in Financial Services.