AMAFA has appointed six financial advisers to its national network so far this year, across Queensland, New South Wales and Victoria.AMAFA National Operations Manager, Mario Finocchiaro, said the group is attracting highly experienced professionals who bring a strong client focus and a commitment to building quality advice businesses. “We believe they are the kind of advisers who will help shape the future of the industry,” he said.
The group expects to recruit additional advisers over the course of the year, with several already in the pipeline and progressing through onboarding discussions.
AMAFA will support its newly-appointed advisers across business development, professional standards and peer collaboration, as part of its broader commitment to strengthening the advice profession.
“We look forward to working with them and supporting the continued growth of their businesses, including connecting them with their peers at our annual conference in Hobart this July,” Mr Finocchiaro said.
The AMAFA Annual Conference, The Next Chapter, will bring together AMAFA advisers from across the country and will focus on growing their businesses, challenging their thinking and contributing to the future of the profession.
Advisers new to AMAFA include:
- Daniel Collins Poppyred (VIC and UK): Dan is one of a select group of advisers authorised to provide financial advice in both Australia and the UK, specialising in UK pension consolidation and transfers for British expats living in Australia. He supports clients from offices in Melbourne and Cheltenham, England.
- Nadia O’Sullivan Quest Insurance and Financial solutions (QLD): Bilingual in English and Mandarin, Nadia is dedicated to supporting clients from diverse backgrounds. Having migrated to Australia from Guilin, China, she has a deep understanding of the challenges many migrants face when navigating a new financial landscape.
- Daniel Judge MADD Life (QLD): Daniel is a passionate financial adviser specialising in strategic, goal-driven advice for clients with young families. He develops clear, practical financial plans that give clients direction and confidence in their future.
- Peter Tribolet, Foundation Financial Advice (VIC): Peter has a wealth of experience and a strong commitment to helping clients navigate their financial future with clarity and confidence. He enjoys helping people achieve their specific goals and enhance their financial position so they don’t need to worry about money.
- Reid Menkens, Menkens Financial Group (QLD): Reid has spent 25 years helping clients make sound decisions around their personal and financial objectives. As a small business owner and family man, he understands the challenges people face and enjoys helping clients achieve the results they need.
- Terry Chudleigh, Inteplan Financial Solutions (NSW): Terry has been in the financial services industry for over 30 years, 17 as a financial adviser. He is passionate about financially educating clients in the accumulation phase of life, showing them how to create wealth without compromising their lifestyles.