| ALISON HENDERSON |
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CFP, B.Com, M.Com (Ec), M.Com (FinPlan)
Financial Planner/Research Manager
Alison first joined Symes Warne & Associates Limited in November 1994 as Research Manager. Alison has previously worked as Senior Research Analyst at the National office of RetireInvest and as an Investment Analyst at Macquarie Bank. Alison is a Certified Financial Planner (CFP), has a Bachelor of Commerce with a double major in accountancy and economics, a Masters of Commerce (Economics) and a Masters of Commerce (Financial Planning).
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| DANIEL ABELA |
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CFP, B.Com, M.Com (FP)
Financial Planner
Daniel joined Symes Warne & Associates Limited in August 1999 and has been working in the finance industry since 1992. Daniel’s role includes the preparation of comprehensive financial advice to new and existing clients and preparation of financial plans and annual reviews. He is involved in investment research with a focus on the development of direct share portfolio's for clients. Daniel is a Certified Financial Planner and has a Bachelor of Commerce Degree majoring in economics and has a Masters of Commerce majoring in Financial Planning.
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| DAVID RICHARDSON |
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CFP, B.Com, M.Com (Fnce), GDipFinPlanning (Sec Inst), GDipInfoSys
Financial Planner/IT Manager
David joined Symes Warne & Associates Limited in 1997 as a Research Assistant and Business Analyst. David's role includes assistance with the preparation of reviews, financial plans, investment research and administration of the firm's information system requirements. David has a Bachelor of Commerce Degree with a first major in accountancy, a second major in business finance, a Masters Degree in Commerce majoring in business finance, a Graduate Diploma of Financial Planning through the Securities Institute of Australia, and a Graduate Diploma of Information Systems from the University of Wollongong.
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| DANIELLE KELLY |
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CPA, CFP, Dip FP., B.Com
Financial Planner
Danielle first joined Symes Warne & Associates in 1996 as Research Manager. Danielle has also worked for a local Chartered Accounting firm as well as a medium sized financial planning firm in Melbourne as a Senior Financial Planner. Danielle is a Certified Practising Accountant and a Certified Financial Planner. She has completed the Diploma of Financial Planning and holds a Bachelor of Commerce degree, with a double major in accountancy and management.
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| DIANNE RICHARDSON |
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CPA, CFP, Dip FP
Managing Director/Financial Planner
Dianne Richardson is a founding Director of Symes Warne & Associates Limited which was incorporated in 1982. She is the Managing Director and gives comprehensive Financial Planning advice to new and existing clients. Her qualifications include Certified Practising Accountant, Certified Financial Planner, and a Diploma of Financial Planning.
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| DEANNE SHERIDAN |
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B.Com, Dip.FP
Financial Planner
Deanne joined Symes Warne Associates Limited in July 1999, after previous experience in the finance industry working at City Coast Credit Union.Deanne’s role includes preparation of financial plans, annual reviews, investment research and liaison with existing clients of SWA. Deanne has a Bachelor of Commerce degree, with a double major in accountancy and economics. Deanne has completed a Diploma of Financial Planning and a Graduate Diploma in Education.
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| ANNE INSKIP |
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CFP, JP, Dip FP
Financial Planner
Anne has rejoined Symes Warne & Associates again in 2006 in a part time capacity as Financial Planner. Anne served with the company for 13 years between 1991 and 2004. Her main role involves providing assistance with the preparation of financial plans as well as assisting with client inquiries. Anne is a Certified Financial Planner and holds a Diploma of Financial Planning and a Certificate in Accounting.
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| MARK HARDING |
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CFP, B Com, M Com(FP)
Financial Planner / Research Officer
Mark joined Symes Warne & Associates Limited in February 2005. Mark is a Certified Financial Planner, has a Bachelor of Commerce degree, majoring in Finance and Economics and a Masters of Commerce majoring in Financial Planning. Mark’s role includes the preparation of financial plans, annual reviews and investment research. Mark is also responsible for the management of Centrelink issues on behalf of our clients.
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| LEANNE WALKER |
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JP
Executive Office Assistant
Leanne is one of the longer standing members of Symes Warne & Associates Limited, having been here since 1987. Leanne has responsibility for the word processing of all client correspondence and preparation of seminar presentations.
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| AMANDA JONES |
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Client Services Officer
Amanda’s major roles within Symes Warne & Associates Limited are receptionist, answering phone calls, general client inquires, word processing and following up redemptions with Fund Managers.
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| SUE WILTON |
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JP
Client Service Manager
Sue Wilton has worked in the financial planning industry for well over sixteen years, and with Symes Warne & Associates Limited since 1994. Sue prepares and processes all paperwork required for any initial investments, additions, withdrawals, or changes to investments. She looks after client service enquiries and spends much of her time liaising with fund managers on client’s behalf.
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| CHEYNE WHITFORD |
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B.Com, B.Sc
Financial Accounts Officer
Cheyne joined Symes Warne & Associates in July 2006. Cheyne has completed a Bachelor of Commerce majoring in accounting along with a Bachelor of Exercise Science. He is currently undertaking his Masters in Commerce majoring in Financial Planning. Cheyne’s roles include assisting with the preparation of financial plans and research tasks.
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| CLARE KILKELLY |
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B.Com
Trainee Financial Planner / Research Officer
Clare joined Symes Warne & Associates in November 2007. Clare completed a Bachelor of Commerce majoring in Economics and Finance at the University of Wollongong in 2007. Her roles include administering and maintaining client portfolio records and she is responsible for preparation of quarterly fund profiles, monthly economic updates and other research tasks.
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| KIM THOMPSON |
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JP
Office Manager
Kim has worked within the financial services industry for more than 15 years and for the last nine held a management role within a large superannuation company. Kim’s main role is the management of the Administration area as well as dealing with items relating to Deceased Estates.
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| NHI NGUYEN |
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B.Com
Portfolio Records Officer
Nhi joined Symes Warne & Associates in November 2007 after working for IBM Superlife as a Superannuation benefits specialist. Nhi has completed her diploma in Financial services through ASFA. Nhi’s role is primarily to maintain all client records within our Client Database Program. Investment changes that occur via our office are updated on our system immediately by Nhi upon receiving the relevant details from the Fund Manager.
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| BEATRIX BEREY |
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Financial Accounts Officer /
Portfolio Records Officer
Beatrix joined Symes Warne & Associates in April 2007. Beatrix holds a degree from the College for Finance and Accountancy in Budapest and has worked as a Financial Controller for several medium sized German and Austrian companies. Beatrix’s role includes administering and maintaining client portfolio records and maintaining the internal accounting system of Symes Warne & Associates.
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| ELLEN RYAN |
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Administration Officer
Ellen joined Symes Warne & Associates in August 2009. Ellen’s major roles within Symes Warne & Associates Limited are receptionist, answering phone calls, client enquiries and general office duties.
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| LAUREN MARSHALL |
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Trainee Financial Planner / Research Officer
Lauren joined Symes Warne & Associates in September 2009. Lauren is currently completing a Bachelor of Commerce majoring in Financial Planning and Finance at the University of Wollongong. Her roles include administering and maintaining client portfolio records and she is responsible for preparation of quarterly fund profiles, monthly economic updates and other research tasks.
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| KERRYN MIRANDE |
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Trainee Financial Planner / Research Officer
Kerryn joined Symes Warne & Associates in September 2009. Kerryn is currently completing a Bachelor of Commerce majoring in Accounting and Finance at the University of Wollongong. Her roles include administering and maintaining client portfolio records and she is responsible for preparation of quarterly fund profiles, monthly economic updates and other research tasks.
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