Meet Our Team

Principal Financial Adviser and Director of Huon Financial Planning Pty Ltd

Anne-Marie's specialties include pre-retirement and retirement planning, self-managed superannuation fund advice and aged care.

Anne-Marie is an advocate for encouraging clients to take control of their financial and lifestyle goals.

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Anne-Marie has been providing professional financial planning advice since 1998.

Prior to becoming a Financial Planner, Anne-Marie worked as a Senior Economist for the Commonwealth Government in a range of Departments including Treasury and Foreign Affairs for over 12 years.

Anne-Marie is a member of the Financial Planning Association of Australia (FPA) and is also a member of the Self Managed Super Fund Professionals Association of Australia (SPAA).

Anne-Marie was one of Australia’s Top 50 Financial Planners in the Australian Financial Review’s Smart Investor Masterclass for Financial Planning in 2012 and 2013. Anne-Marie was also awarded the Victorian Securitor Adviser of the Year in 2013. In 2015, Anne-Marie won the Stella Network Scholarship to study a Masters of Financial Planning via Kaplan, which she completed with distinction in 2017.

Anne-Marie is very well respected amongst her peers, having been appointed an Ambassador for the Stella Network in 2016. This was in recognition of her leadership role within the Securitor network and her mentoring work with younger female Advisers within the group.

Anne-Marie’s extensive qualifications and broad experience ensures that you will get the best advice possible.

Anne-Marie's primary goal is to give you the confidence to make informed financial choices.

Anne-Marie has the following qualifications:-

• Certified Financial Planner (CFP®)
• SMSF Specialist Advisor (SSA®)
• Masters of Financial Planning (MFinPlan)
• Diploma of Financial Planning (DFP)
• Graduate Diploma in Agribusiness (Grad.Dip.Agribus)
• Bachelor of Economics (B.Ec)

Financial Adviser and Authorised Representative of Securitor Financial Group Ltd

Sylvia is primarily responsible for managing the implementation of the advice we provide to our clients to ensure that this is completed in an efficient and timely manner.

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Sylvia has been providing professional financial planning advice and services since 2002, including as a para-planner and planner assistant.

Sylvia's advice specialties include risk and wealth protection, wealth accumulation, budgeting and cash-flow advice.

With the use of her qualifications and experience, Sylvia is committed to providing quality ongoing advice and services that are in the best interest of our clients.

Sylvia has the following qualifications:-

• Bachelor of Business (B.Bus)
• Advanced Diploma of Financial Planning (ADFP)

Practice Manager

Lisa is responsible for the maintenance of our ongoing client service program, working closely with Anne-Marie and Sylvia to enhance service delivery for the practice.

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Lisa has been in the Financial Services industry since 2003, having extensive experience in Client Service and Practice Management roles.

Lisa organises all client seminars and events, provides marketing support and practice management oversight.

Lisa is very committed to delivering excellent customer service and is always enthusiastically looking for ways to refine processes and procedures to ensure client service expectations are continually being met.

Lisa has the following qualifications:-

• Diploma of Financial Services – Financial Planning (DFP)
• ASFA Certificate of Superannuation Management
• Business Administration Certificate
• Justice of the Peace (NSW)

Receptionist/Administration Support

Linda will be your first point of contact via phone and will greet you with her friendly smile when you visit our office.

Linda has been in the Financial Services industry since 2010, in Client Service and Administration roles.

Linda provides administration support to our team.

Linda has the following qualifications:-

• Diploma of Financial Planning (Part 1) - General Knowledge & Foundations of Financial Planning
• Advanced Certificate in Business Operations