C.F.P, Dip.FP, SA Fin, GAICD, AFA, MFinPlan. – Senior Financial Planner
Darryn has over 25 years’ experience within the financial services industry and has comprehensive experience in the development of successful wealth building and retirement strategies designed to meet the client’s overall objectives.
He completed his Diploma of Financial Planning in 2003, his Masters in Financial Planning in 2016 and is a member of the Financial Planning Association of Australia (FPA), the Association of Financial Advisers and is a Graduate Member of the Australian Institute of Company Directors.
Darryn and Retirement & Pensioner Planning are Authorised Representatives of Securinvest
ADipFP, BCom (Fin & FP) – Associate Advisor
Stephen has 5 years’ of experience in the superannuation and insurance industry. Stephen has an extensive knowledge of the personal insurance industry, having gone over many products with a fine-tooth comb.
Stephen has complimented his insurance experience with his Advanced Diploma in Financial Planning, and is currently completing his financial advisor tax agent qualification.
Client Services Officer
Mary is our bubbly receptionist and dedicated client services’ officer. Mary helps meet the needs of our clients through being an intermediary with Centrelink, preparing meetings, and supporting staff with any tasks possible.
Dip.FP, BA and BCom – Client Services’ Manager
Angela has been in the financial planning industry for the past 5 years, and has helped the company navigate through the changing legislation by creating new processes to help it all happen.
Client Services’ Manager
Melita has recently joined our team here at Retirement and Pensioner Planning, and has had many years of experience in both law and finance. Melita is excited to gain more experience in financial planning as she completes extra qualifications in her move to becoming an advisor.