FORTNUM ADVISERS | NEW SOUTH WALES
Australian Succession Specialists
Australian Succession Specialists and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
LOCATION
Level 9, 20 Hunter Street,
SYDNEY NSW 2000
Phone: (02) 8001-8820
AUTHORISED REPRESENTATIVES
John Patterson
Dip FP
Email: advice@ausss.com.au
Wealth Financial & Taxation Solutions Pty Ltd
Wealth Financial & Taxation Solutions Pty Ltd and its advisers are members of Fortnum Financial Advisers and Authorised Representatives of RI Advice Group Pty Limited ABN 23 001 774 125 • AFSL 238429
LOCATION
Suite 11, Level 2, 2-4 Northumberland Road
CARINGBAH NSW 2229
Phone: (02) 9540 3688
Fax: (02) 9524 1053
AUTHORISED REPRESENTATIVES
Michael Sullivan
B. Bus. CPA CFP
Fintuition Pty Limited
Fintuition Pty Limited and its advisers are members of Fortnum Financial Advisers and Authorised Representatives of RI Advice Group Pty Limited ABN 23 001 774 125 • AFSL 238429
AREAS OF SPECIALITY
Wealth building, Life Insurance and Personal Risk Management, Retirement Planning, Estate Planning, Self-Managed Super Funds.
LOCATION
Level 1, 388 New South Head Road
DOUBLE BAY NSW 2028
Phone: (02) 9362 5050
Fax: (02) 9362 5040
Website: www.fintuition.com.au
AUTHORISED REPRESENTATIVES
Warren Skinner
CFP, Dip FP
Phillip Hines
AFP, Dip FS(FP)
David O'Callaghan
CFP, Dip FP, MPFP
Insurance Advisernet Financial Services Pty Ltd
Insurance Advisernet Financial Services Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 • AFSL 357306 trading as Fortnum Financial Advisers.
AREAS OF SPECIALITY
Wealth protection and financial planning
LOCATION
Level 31, 100 Miller Street
NORTH SYDNEY NSW 2059
Phone: (02) 9964-7329
Fax: (02) 9954 1809
Website: www.iafs.net.au
AUTHORISED REPRESENTATIVES
Ben Semple
Bach AgEc, DFP
Email: bsemple@iaa.net.au
LOCATION
Level 23, Tower 1, Westfield Bondi Junction
520 Oxford Street
BONDI JUNCTION NSW 2022
Mobile: (0412) 335-235
Craig Boss
Dip FS (FP)
Email: cboss@iaa.net.au
LOCATION
54 Pridham Street
FARRER ACT 2607
Phone: (02) 6288-3683
Mobile: (0419) 405 728
Fax: (02) 6286 4552
Website: www.iafs.net.au
AUTHORISED REPRESENTATIVE
Julie Ford
Dip FS (FP)
Email: Julie.Ford@fordandford.com
LOCATION
Level 5, 235 Macquarie Street
SYDNEY NSW 2000
Phone: (02) 9695 7666
Mobile: 0414 751 711
Fax: (02) 9695 7688
Website: www.iafs.net.au
AUTHORISED REPRESENTATIVE
Daniel Ashby
Dip FS
Email: daniel@macfin.com.au
LOCATION
Suite 202, Level 32, 53 Walker Street
NORTH SYDNEY NSW 2060
Phone: (02) 8203-4540
Mobile: (0488) 736-337
Fax: (02) 9954-1809
AREAS OF SPECIALITY
Risk Specialist
AUTHORISED REPRESENTATIVE
Jeff Pender
LOCATION
Level 31, 100 Miller Street,
NORTH SYDNEY NSW 2060
Phone: (02) 9964-7348
AREAS OF SPECIALITY
Risk Specialist
AUTHORISED REPRESENTATIVE
Paul Henry
B. Com, Dip FS (FP)
LOCATION
P.O. Box 1755,
COFFS HARBOUR NSW 2450
Mobile: (0431) 299-707
AREAS OF SPECIALITY
Financial Planning
AUTHORISED REPRESENTATIVE
Sarah Wood
Diploma of Financial Planning
LOCATION
Suite 7, 1 Somerset Avenue
NARELLAN NSW 2565
Mobile: (0417) 009-280
AREAS OF SPECIALITY
Financial Planning
AUTHORISED REPRESENTATIVE
Stephen Grabowski
Advanced Dip FS, Graduate Certificate in Applied Finance
Email: steve@grabowskifp.com.au
Lifestyle Wealth Partners Pty Ltd
Lifestyle Wealth Partners Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
AREAS OF SPECIALITY
Wealth Protection, Investments, Superannuation, Self Managed Superannuation, Debt and Cashflow Management, Risk Insurance, Estate Planning
LOCATION
Suite 6, 11 Oaks Avenue
DEE WHY NSW 2099
Phone: (02) 9984 7774
Fax: (02) 9984 7776
Website: www.lifestylewealthpartners.com.au
AUTHORISED REPRESENTATIVE
David Lunn
SSA, GDFP(SIA), MBA(Fin)
Email: dglunn@nac.com.au
Mark Johnson
DFP, Bachelor of Commerce (Financial Planning)
Email: markj@nac.com.au
Fortuity Strategic Advice Pty Ltd
Fortuity Strategic Advice Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
AREAS OF SPECIALITY
Insurance risk, investment including listed shares, superannuation, Self-Managed Super Funds, estate planning
LOCATION
Suite 2A, 728 Darling Street
ROZELLE NSW 2039
Phone: (02) 9555 8188
Fax: (02) 9810 4350
AUTHORISED REPRESENTATIVE
Noelene Judd-Watson
M. Comm (Financial Planning), JP, AFPA
Email: njw@fortuitysa.com.au
Nashua Consulting Pty Ltd
Nashua Consulting Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
AREAS OF SPECIALITY
Risk
LOCATION
604 Lismore Road
NASHUA NSW 2479
Phone: (02) 6687 1433
Mobile: 0418 282 874
Fax: (02) 6687 1856
AUTHORISED REPRESENTATIVE
John Starcic
Email: jstarcic@fortnum.com.au
Priority Planners (Aust) Pty Ltd
Priority Planners (Aust) Pty Ltd and its advisers are members of Fortnum Financial Advisers and Authorised Representatives of RI Advice Group Pty Limited ABN 23 001 774 125 • AFSL 238429
AREAS OF SPECIALITY
Wealth creation, Life insurance and personal risk management, direct equities, retirement planning, estate planning, debt management, Self-Managed Super Funds, corporate superannation, business insurances (other than general insurance), succession planning.
LOCATION
Level 15, Tower B, 799 Pacific Highway
CHATSWOOD NSW 2067
Phone: (02) 9415 1611
Fax: (02) 9415 2002
Website: www.priorityplanners.com.au
AUTHORISED REPRESENTATIVES
Larry Fingleson
David Gibson
CFP
Michael MacQuillan
Dip FS, AFPA, Dip AII, JP
Brian Gillman
AIAC, DipFS(FP)
Rob Hustler
DipFS(FP), B. Ec, CPA
Ben Mitchell
Adv Dip FS(FP)
Zvi Teichtahl
Dip FP, AFP
RK Financial Planning Pty Ltd
RK Financial Planning Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 • AFSL No. 357306 trading as Fortnum Financial Advisers
AREAS OF SPECIALITY
Pre-Retirees, Self Managed Superannuation Funds, Cashflow Planning and Debt Management, Disability Insurances.
LOCATION
Level 24, Tower 2, 101 Grafton Street
BONDI JUNCTION NSW 2022
Phone: (02) 9375 1200
Fax: (02) 9389 6695
Website: www.rkfp.com.au
AUTHORISED REPRESENTATIVES
B. Bus, DipFP
Email: john@roskant.com.au
Sidney Lloyd Pty Ltd
Sidney Lloyd Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
AREAS OF SPECIALITY
Premium provider of financial services specialising in high net worth management, Self-Managed Super Funds, estate planning
LOCATION
Level 7, 23 Hunter Street
SYDNEY NSW 2001
Phone: (02) 9210 7200
Fax: (02) 9221 2821
Website: www.sidneylloyd.com
AUTHORISED REPRESENTATIVES
Guy Carrington
CFP, M. Bus(Banking and Finance), FTIA, SPAA, PNA
Email: gcarrington@fortnum.com.au
Gareth Colgan
B. Sc, Adv Dip FS( FP)
Email: gcolgan@fortnum.com.au
Sterling Planners Pty Ltd
Sterling Planners Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
AREAS OF SPECIALTY
UK Pension Transfers, Superannuation, Insurances, SMSF's, Retirement Planning
LOCATION
Level 7, 75 Miller Street,
NORTH SYDNEY NSW 2060
Phone: (1300) 132-737
Fax: (02) 8904-1295
Website: http://www.sterlingplanners.com.au
AUTHORISED REPRESENTATIVES
Brent Hutton
AFPA
Nic Blakemore
DFP, DFS (Fin Plan)
Visionplan Management Pty Ltd
Visionplan Management Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
LOCATION
58 Bultje Street
DUBBO NSW 2830
Phone: (02) 6884 2222
Fax: (02) 6884 9462
Website: www.fortnumdubbo.com.au
AUTHORISED REPRESENTATIVE
Sandy Dunshea
Dip FP, CFP
Email: sdunshea@fortnum.com.au
Warren Saunders Insurance Brokers
Warren Saunders Insurance Brokers and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 • AFSL 357306 trading as Fortnum Financial Advisers.
AREAS OF SPECIALITY
Financial planning, Retirement planning, Investment strategies, Superannuation strategies (including Self-Managed Super Funds), Life and disability insurance including risk insurance advice to business owners
LOCATION
Corner Forest Road and Botany Street
HURSTVILLE NSW 2220
Phone: (02) 9587 3500
Fax: (02) 8566 3544
Website: www.warrensaunders.com.au
Karine Mathews
Dip AAll, DipFS (FP)
Email: KarineM@wsib.com.au
David O'Hara
CFP, M App Fin, SA Fin
Email: DavidO@wsib.com.au
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