Alisdair Barr – Director
Alisdair has been in the Financial Services Industry since 2000 in senior management roles in both Wealth Management and Retail Banking as well as working with and operating small to medium enterprises. He holds an MBA from the AGSM, Bachelor of Business (Marketing) and a Diploma of Financial Planning.
Alisdair is the Founder and Director of Grad Mentor http://gradmentor.com.au which since 2013 has helped connect the finest university graduates with small to medium financial services firms both in the Financial Planning and Accounting professions.
Alisdair has specialised in supporting growing financial services firms in capacity management and resourcing solutions.
Colin Ward – Director
Colin has been in the Financial Services industry since 1990 and is a Certified Financial Planner (CFP). Colin also holds a Bachelor of Business (majoring in Accounting and Finance), an Advanced Diploma of Financial Services
(Financial Planning) and a Diploma of Financial Services (Finance/Mortgage Broking).
Colin has owned and operated a successful holistic financial planning and mortgage broking business since 2005. Over this time the business has experienced strong growth, both organically and through acquisition, and grown from a staff of 2 to in-excess of 40 with approximately half forming part of an outsource service.
Louise Southwell – Director
Louise has been in the Financial Services industry since 2005 and holds a Diploma of Financial Services
Over the last 11 years, Louise has been the Practice Manager and most recently, the General Manager of a large Financial Planning and Mortgage Broking firm. During her role as Practice Manager, she had extensive experience in process development and operational management as the business grew both organically and through acquisition. Louise has extensive experience managing outsource teams in Asia.
Anthony Fleetwood – Director
Anthony is a qualified Chartered Accountant who commenced his career in 1990 in professional practice. He held senior accounting roles in both public practice and corporate and private business before transition to a career in general management in 2000.
Since 2000 Anthony has been a member of the senior management team at Employers Mutual Limited (EML) holding various management positions including Chief Executive – South Australian operations and Chief Operations Officer.
In 2011, Anthony was part of the team that established AS White Global as a provider of offshore resources to Australian companies and continues to provide leadership as a Director of the business which now employs over 500 people.
Anthony is also a Director of the Leading Edge Group and various entities within the EML Group.
Kristel Underwood – Manager
Kristel has been in the Financial Services industry since 2006 and holds a Bachelor of Business (Financial Planning). She has also completed a Diploma of Financial Services (Financial Planning) and specialist courses in paraplanning, SMSFs and Gearing.
Over the last 12 years, Kristel has held various roles at Macquarie Group and a financial planning firm based in Canberra. At Macquarie, Kristel’s roles included paraplanning, assessing advice appropriateness under an Enforceable Undertaking, and most recently as the Manager of Advice Documentation. Prior to working at Macquarie, Kristel was an integral member of a financial planning firm, both as a paraplanner and also as a practice manager, where her focus was on process improvement and driving efficiencies.
Kristel Underwood - 9195 3777