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John
Burkett John specialises in personal financial planning and retirement planning.
He continues to consult on corporate superannuation issues and executive remuneration
planning. He is also a guest speaker to both industry and community groups on financial
planning issues. As the inaugural South Australian board member of the National Registry
of Certified Financial Planners, John has been actively involved in improving the
educational and professional standards of practising financial planners. "Without a plan or written strategy there is little chance of
achieving financial goals. Lifestyle goals are very important as well. Unless the client
lives the lifestyle of his or her choice, the plan is inappropriate. Giving clients the
confidence to enjoy their hard earned assets is my number one priority." E-Mail John: jburkett@portfolio-planning.com.au
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Lou Delfos Lou has been involved in the superannuation industry for over twenty four years and has consulted to a wide variety of clients, ranging from one person self managed funds to corporate funds with over 1,000 members. He particularly enjoys applying financial planning concepts to superannuation funds. "Too many people view superannuation in isolation from the overall retirement planning needs. Although it is an important part of your retirement planning process, superannuation needs to be complimented and integrated with an individual's total needs." E-Mail Lou: ldelfos@portfolio-planning.com.au
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Peter
Crump Peter’s areas of practice cover corporate superannuation, self managed pension strategies, self insured workers compensation, general insurance actuarial advice and legal support. He has extensive consulting and superannuation experience, covering over 20 years with various national and state based financial and consulting companies. He is an SMSF Specialist Adviser, a Fellow of the Institute of Actuaries of Australia and a Fellow of the Taxation Institute of Australia. He has presented papers to the Taxation Institute, Law Society of South Australia and the Association of Superannuation Funds of Australia on superannuation issues. E-Mail Peter: pcrump@portfolio-planning.com.au
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John Noonan John specialises in personal financial planning, which includes retirement, redundancy, savings, risk management, and estate planning. He also has a particular interest in Social Security planning for clients (now known as Centrelink). Having been in the financial planning industry since its early days, John has seen it grow from individual adviser based practices providing limited advice to clients, to larger well resourced practices offering the full range of financial planning services. John's attraction to PPS was for the latter, with the added professionalism of independent advice, focused on a written plan with strategies empowering the client to make decisions in achieving their lifestyle goals. John is a keen sportsman, and among his sporting achievements are playing Australian Rules Football at a senior level in the South Australian National Football League, and representing South Australia and Australia in Lawn Bowls. E-Mail John: jnoonan@portfolio-planning.com.au
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Petra
Churcher Petra is an active member of the Financial Planning Association, having spent two years on the South Australian Chapter Committee. As such, Petra is kept up to date on industry related issues that may impact clients’ financial well being and is committed to meeting a high standard of professional conduct as outlined in the Code of Ethics of the FPA. As part of the Portfolio Planning Solutions team, Petra has the knowledge and experience to assist in planning for clients’ financial security and independence. In addition she is able to utilise the knowledge and expertise of other team members and services within the organisation. This enables Petra to comprehensively evaluate the solutions and options available to meet a client’s particular needs. E-Mail Petra: pchurcher@portfolio-planning.com.au
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Jan, who is a Certified Financial Planner, joined Portfolio Planning Solutions Ltd as a Private Client Adviser in April 2006 after nearly 15 years with a major Financial Institution. Jan brings with her the experience of over twenty years in the financial services industry. Jan began her career in accounting and banking and has been a financial planner for 19 years, joining the industry on 31st October 1987 – in time to face the aftermath of the “crash” of ’87 in the equity markets, the subsequent demise of the unlisted property trusts in 1990 and the crash of the bond market in 1994. A challenging introduction to the financial planning industry provided Jan with invaluable experience to ensure her clients are well informed and prepared for the many economic challenges that occur on a regular basis in our industry.
Away from work Jan’s major interest includes spending time with her
family and friends, gardening and attending many of the wonderful
performances the arts world has to offer in E-Mail Jan: jwilkinson@portfolio-planning.com.au
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Trevor Reeves
Trevor joined
Portfolio Planning Solutions in 1988 and gained Certified Financial
Planner status in 1992. During the past 19 years Trevor has held a
variety of roles within the company, including financial adviser and
managerial roles in both para-planning, compliance and superannuation
administration.
As a Private Client
Adviser within the organisation, Trevor’s role is to provide financial
planning advice and ongoing service to an assigned group of clients
within the company’s Private Client Service, with the view that these
clients have a close long term working relationship with Trevor to
ensure that their goals and aspirations are achieved. Trevor has a
particular interest in superannuation and retirement planning areas and
away from work still enjoys playing tennis and spending time with family
and friends.
Trevor is married to
Lesley and they have two children, Aimee and Matthew. E-Mail Trevor: treeves@portfolio-planning.com.au
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Sharon Paul
During her
time at the RBA Sharon studied and achieved an Advanced Diploma of
Accounting along with other qualifications from the Australian Institute
of Management. In her pursuit of
success she held many positions until becoming Assistant Manager Banking
Operations, a position which saw her delivering training to staff
nationwide, and ultimately winding up operations in the
In April
2003
Having
successfully completed her DFP in 2002,
Outside of work, Sharon loves nothing more than escaping with husband
Anthony and pooch Floyd to her ‘shack up the river’ to enjoy a relaxing
weekend waterskiing, kayaking, and fishing with family and friends.
She also enjoys keeping fit with walking and playing Netball for
her local district team. A
community spirit saw E-Mail Sharon: spaul@portfolio-planning.com.au
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Katharine
Crase-Hawkins Kathy originally commenced in the financial services industry after studying for a Bachelor of Economics through Flinders University. Once she commenced working she decided to return to study on a part time basis and has recently completed the Diploma of Financial Planning through Deakin University and has now commenced the Certified Financial Planning course also through Deakin University. E-Mail Kathy: kcrase@portfolio-planning.com.au
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David joined Portfolio Planning Solutions in 1994 and is a Senior Insurance Broker.
David has been involved in the General Insurance industry for over twenty five years, starting at CIC Insurance before moving to his family's insurance broking business, Millington's Insurance Broking. He spent eight years there developing his skills as an insurance broker.
David has achieved his Diploma in Financial Services (Insurance Broking).
David’s business philosophy is “only a total commitment to the interest of my clients will suffice”.
E-Mail David: dmillington@portfolio-planning.com.au
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Phil joined Portfolio Planning Solutions in 1995, and now has over twenty-five years experience in the insurance broking industry, much of which has been with international insurance broking organisations.
Phil specialises in Corporate business insurance and spends a majority of his time consulting with existing and new clients to identify their insurance needs and providing the best solution to satisfy those needs.
Phil is a Fellow of the Australian Insurance Institute and a Qualified Practising Insurance Broker (QPIB). To further his knowledge and skills he regularly attends seminars to keep himself up to date with the latest developments in the insurance industry.
Outside the work environment, Phil spends time with his wife and three daughters with a keen interest in all sport. E-Mail Phil: pkeenihan@portfolio-planning.com.au
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Peter joined Portfolio Planning Solutions in 2001 and brings over 30 years insurance industry experience. Specialising in general insurance for medium sized business, Peter is a fully qualified associate of the Australian and New Zealand Insurance Institute (ANZIIF Assoc) and Qualified Practicing Insurance Broker (QPIB) .
Away from the office, Peter's interests include football, cricket, horseracing, gardening and socialising.
E-Mail Peter: pcoombe@portfolio-planning.com.au
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