B.Fin Adv.Dip.FS (FP)
Financial Adviser, Principal & Director
Michael is an award winning, trusted and industry respected adviser, drawing on significant experience, training and knowledge. Michael maximises his clients’ positions by applying his strong technical background and ongoing research to their individual wealth creation and risk management strategies. By employing a holistic approach, and disciplined investment methods, Michael aims to deliver a complete financial solution. Michael specialises in providing fee for service financial planning advice to pre-retirees, retirees, professionals and business proprietors. Qualifications: Bachelor of Finance from the University of Adelaide, with Commendations. Advanced Diploma of Financial Services (Financial Planning). Michael has worked in the finance industry for over 10 years and continues ongoing education to attain further qualifications within his areas of expertise.
Office Manager/Client Service Manager
Kim is our award winning office manager/client service manager, being recognised at a national level for excellence in her field.
Kim oversees the management of staff and is responsible for planning, organizing, and controlling the clerical aspect of our business.
Kim ensures our client’s advice strategy goes from theory to reality in a timely and accurate manner, constantly updating our clients throughout the process. Kim’s timely and meticulous service is the foundation of our consistent and excellent client experience.
Clients consistently go directly to Kim for assistance in various tasks, testament to her efficiency and detailed knowledge of our clients individual situations.
Rebecca has 3 years experience in paraplanning and client service and is currently completing her Diploma in Financial Planning strategic.
Rebecca brings a wealth of knowledge to our practice ensuring our continuous improvement in delivering our clients high level quality advice documents.
Emma is dedicated to assisting clients with their first steps working with Michael, guiding clients through the initial fact find stages, and ensuring clients are provided with all the necessary information to get the best start to their financial planning journey.
Client Service Officer
Rachael assists clients with investment and insurance implementation.
Rachael’s dedicated attention to detail ensures accurate and efficient implementation for all of our clients.
Milly joined the Godfrey Pembroke team in 2015 and assists our paraplanning team.
Milly is currently studying Law & Business at UniSA.
Timothy Joined our team in 2016 to assist with all administration tasks to support our client service team.
Timothy is currently studying at Adelaide Uni to become a Maths teacher.
Timothy also brings a wealth of knowledge around computer programming and will assist with office efficiencies in our ever growing technological world.