Unique in the industry, our company directors are experienced, long-term practicing advisers and have worked in the company since its inception in the early 1980’s.
With advisers owning 100% of the practice, we remain privately owned, and therefore provide advice in a balanced fashion. Our advisers have average industry experience of over 30 years, so clients can expect quality strategic advice.
We are proud to declare that our adviser team holds numerous tertiary and postgraduate qualifications, with a number of staff pursuing additional studies. As a practice we are committed to ongoing education, professional and personal development of our team, to keep pace with the extraordinary changes in the financial services sector.
Additionally, we are supported by professionals skilled in their respective fields of tax, law, finance, stockbroking and specialist funds management, to ensure we have the resources to support clients’ financial planning strategies, now and in the future.
Within the practice we have dedicated specialists in the areas of Self Managed Superannuation Funds (SMSF), retirement strategies and estate planning.
Meet our adviser team
Paul graduated with a Bachelor of Economics from University of New England in 1978 with a major in Economics and Accounting. After spending 4 years in commercial accounting, he joined the financial planning industry. He is a fellow of the Financial Services Institute of Australasia. Paul has been with Newell Palmer Securities since its inception and was appointed a director in 1984.
Simon graduated with a Diploma of Financial Planning from Deakin University in 2000. Simon has 30 years experience in the financial industry with over 20 years as a planner. He specialise is Super, Retirement Planning and Pensions, He joined Newell Palmer in 2006.
CFP® , B Econ (Hons)