• Certified Financial Planner
• Masters of Management
• Bachelor of Commerce
• Diploma of Financial Planning

Phil’s areas of expertise include:

• Comprehensive personal financial planning advice and wealth management for salary and wages earners, retirees, Australian ex-pats living overseas and business owners.
• Superannuation plan advice and establishment
• Investment fund advice and establishment
• Advice relating to the use of borrowed funds, and any necessary establishment
• Personal insurance policy advice and establishment
• Salary packaging advice
• Budgeting and cashflow management advice
• Advice relating to estate planning for individuals and business owners

Phil Thompson wrote a weekly column in the Canberra Times from 2005 to 2013 providing answers to readers’ questions concerning subjects such as superannuation, insurance, investments, etc.

Phil has been improving the financial literacy and understanding of many people by providing information on the financial planning industry through regular presentations to staff and members of schools, businesses, Government Departments and community groups.

Phil has been a long standing member of the Financial Planning Association and has been actively involved at a local ACT Chapter level, filling the role of Chairman from 2002 to 2007.

Phil has also been honoured by the Commonwealth of Australia, receiving a Bravery Medal from the Governor-General on behalf of Her Majesty Queen Elizabeth The Second.

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• Bachelor of Commerce
• Chartered Accountant (CA)
• Chartered Tax Adviser (CTA)
• Graduate Certificate in Financial Planning
• Certified Financial Planner (CFP)
• GAICD

Memberships

• Fellow of the Institute of Chartered Accountants in Australia (FCA)
• Financial Planning Association of Australia (FPA)
• SMSF Professionals’ Association of Australia

Sean was a partner of WalterTurnbull from 1997 to 2010. In June of 2010, following the merger of WalterTurnbull and PricewaterhouseCoopers, Sean and Alison Smith acquired the Financial Planning and Wealth Management Business that is known today as ASET Wealth Management.

Sean has over 28 years experience in Business Advisory, Wealth Management, Superannuation, Taxation and Consultancy for small to medium enterprises and individuals. Sean’s background as a practicing Chartered Accountant prior to becoming a Certified Financial Planner results in him being able to bring extensive taxation and business experience to the area of Financial Planning which benefits his clients in a broad range of areas.

Sean brings with him a degree of professionalism and expertise. He is very personable and charismatic whilst always taking the time to listen to others.

For Sean, rugby is a way of life. He was the Chairman of the ACT Brumbies from May 2005 until December 2014. He is a keen supporter of all sporting codes. He is married to Tanya and together they have 3 daughters; Tessa and twins Ruby and Matilda. Being the only male in a family with four girls has broadened Sean’s perspective on life and increased his repertoire of stories.

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Prior to joining Invest Blue in 2021, Jeremy and his team built Bravien Financial for 20 years. Jeremy embodied and propelled the philosophy of the firm: to enable people to achieve their financial destiny for the reasons that are important to them. Jeremy’s success, like that of Invest Blue, is attributed to the philosophy of understanding and nurturing client needs and aspirations first, then talking their language to deliver a strategy that they can actually implement.

Jeremy maintains a passionate concern for not only technical excellence but honesty and transparency in the way clients’ affairs are managed.

This has resulted in Jeremy being recognised as a leader in retirement strategies and advice methodology. He is the National Winner of the prestigious Financial Planning Association award for Pre-Retirement Planning, National Winner of the Financial Planning Association Best Practice Award and a 3 time National Winner of Quality of Advice & Financial Planning Excellence Award.

Living in Canberra for over 30 years has allowed Jeremy to develop a strong understanding of the needs of public service employees and their families, particularly in relation to defined benefit superannuation schemes.

Jeremy is strongly involved in the community and giving back. He loves the deep value of pro-bono advice for the Cancer Council and has been a long time supporter of the Smith Family Learning for Life Program. Jeremy has twice cycled the Future2 Wheel Classic between Sydney and Melbourne to help fundraise over $220,000 for the Future2 Foundation which supports disadvantaged young Australians. He is an avid cyclist, part-time racer and amateur video producer. He lives on a small rural property with his wife and two children.

• Aspirations vs cashflow analysis
• Wealth accumulation and investment strategy
• Superannuation including self-managed super advice
• Redundancy & Retirement Planning
• Complex and multi-entity advice (companies, family trusts, special disability trusts)
• Aged Care & Estate planning

Qualifications

• Graduate Diploma of Business (Finance) (with Distinction)
• Diploma of Financial Planning
• Bachelor of Science
• Self-Managed Superannuation Funds Accreditation
• Borrowing within Self-Managed Superannuation Funds Accreditation
• Aged Care Certification

Memberships and Associations

• Certified Financial Planner® – Financial Planning Association of Australia
• Aged Care Gurus

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AXA Discovery Australian Planner of the Year 2007

Charter Financial Planning Limited, for which I am an Authorised Representative, has the expertise and commitment to help you achieve these goals by providing you with professional financial advice and ongoing service.

The Principal, Russell Dew, has the expertise of over 27 years experience in financial planning in Canberra.

Russell’s employees assist him within the planning process areas of:

• plan preparation
• administration support
• technical analysis

My business has associations with Accountants, Solicitors, Mortgage Brokers and Share Brokers to cover other aspects of your financial planning.

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Ingrid believes in building long term relationships with her clients and is focused on meeting their financial planning needs by providing them with the best professional advice and personal service. She does this by spending time getting to know and understand each client before considering a range of possible solutions and presenting them in a logical and plain English format. Ingrid enjoys working with people of all ages from all walks of life, and values the long lasting and trusted client relationships that she has built up over the years.

In addition to being well versed in the core areas of financial planning – wealth creation, superannuation and retirement planning – Ingrid has also completed specialist accreditation courses in both Aged Care and Estate Planning, which are areas of particular interest to her. Ingrid collaborates with legal and accounting professionals to produce integrated and comprehensive advice solutions in these fields of financial planning.

​Ingrid’s formal qualifications include:

• Accredited Aged Care Professional

• Accredited Estate Planning Strategist

• Certified Financial Planner

• Graduate Diploma of Financial Planning

• Bachelors degrees in Law and Arts

Ingrid is married and has three school-aged children – so being at work is the most relaxing part of her day. When not in the office, Ingrid can usually be found on the side of a sporting field or trying to keep up with the family’s hectic social schedule. There is not a great deal of spare time for hobbies, but she occasionally manages to sit down with a cup of tea and a good book.

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Andrew has a passion for investing, plus extensive experience in personal estate and business succession planning. He takes pride in helping his clients to grow their wealth in a proactive manner, with a focus on risk minimisation in line with their lifestyle goals. Andrew and his team work collaboratively with clients’ other professional advisers, including accountants and lawyers, to provide integrated succession strategies covering both personal and business interests, along with Self-Managed Superannuation Funds.

Professionally, Andrew’s background includes 8 years under the Australian Unity banner, 7 years with RI Advice and nearly a decade as a Senior Manager and Adviser with Perpetual. He has also been a Senior Officer with the Insurance and Superannuation Commission, a Technical Adviser for AMP, Research & Compliance Manager for Suncorp Life and Superannuation Division and a Principal Research Officer for the Senate Select Committee for Superannuation.

Andrew is an accomplished financial services professional with experience delivering keynote industry presentations and specialises in bespoke conference workshops most notably for medical professionals.

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