Jim Haines - Authorised Representative
Jim has over 22 years financial planning experience. He has completed a Bachelor of Business (Accounting), Diploma of Financial Planning, Diploma of Superannuation Management and is a Certified Practising Accountant. Jim also a Certified Financial Planner.
Robert Johnston - Authorised Representative
Robert has over 27 years banking and financial planning experience and he has completed an Associate Diploma of Business and is a Certified Financial Planner.
Zoe Ezekiel - Client Service Administrator
Zoe has over 5 years experience working in finance administration and holds a Business Administration Certificate III. She joined HLB Finplan in October 2007 and is a valuable member of the administrative team. Zoe is responsible for providing proficient ongoing administrative support to the business by assisting Authorised Representatives as well as their client base.
Tanya Saad - Client Service Administrator
Tanya joined HLB FinPlan in October 2007 as an Administrative Assistant. An invaluable asset to the team, she is responsible for maintaining various administrative tasks including daily office operation and assisting Authorised Representatives with providing efficient financial services to their clients. With over 3 years experience in the administrative field, Tanya is a key support within the team, offering ongoing support to other team members and the growing client base.
Elizabeth Pepper - Paraplanner
Elizabeth is employed at HLB FinPlan as a Paraplanner, working closely with Authorised Representatives to develop tailored and thoroughly researched Statements of Advice for clients. She is currently completing a Bachelor of Economics and Finance. Utilising her acquired skills and knowledge in the financial planning field, Elizabeth provides ongoing support to the company and keeps up-to-date with new developments in the field to maintain a high quality level of service to the clients
Please click here to contact HLBFinPlan
