SENIOR FINANCIAL ADVISER - DFP/CFP/Fellow of ASFA/Member FPA
Michael has 40 years of banking, personal financial planning and investment experience developing strategic plans for all client circumstances. Michael spent 29 years at CBA in a wide range of roles prior to taking the reins at Centenary Financial. One of the strengths of the business is Michael’s extensive experience working with corporate clients in providing superannuation, insurance and employee benefits. Michael Williams is an authorised Representative of Count Financial Limited.
SENIOR FINANCIAL ADVISER - CFP/FPS/B.Com/Fellow of CA/Registered Tax Agent and Auditor/Member FPA & FCA
Carl was one of the founding partners in the business and has over 30 years experience in tax and financial services. Given his breadth of experience, Carl is an invaluable member of the team and works with clients on both sides of the business, which includes our associate accounting firm Brooks Deane + Powne. Carl Gilmore is an authorised representative of Count Financial Limited.
Chad has been in the Financial Services Industry for 9 years and providing advice to individuals for 5 years. Chad’s value to the business is his all-round expertise with a focus on personal and business insurance. Chad takes a proactive approach with his clients. He does this by providing them with regular updates on how they are tracking to achieving their financial goals. Chad also feels it is important to educate his clients along the way so they understand the value of the decisions they are making now and how it puts them in a better position long term. Chad Hohnen is an authorised Representative of Count Financial Limited.
Scott has 15 years' extensive experience in the Financial Services Industry, including a valuable spell working in Europe managing global portfolios for a family office. Scott’s focus is providing strategic advice for all stages, whilst bringing invaluable expertise in investments including Managed Funds, Direct Equities, ETFs and Fixed Income. Scott Relf is an Authorised Representative of Count Financial Limited.
RISK MANAGER - Masters Degree in Monetary Economics
Roma has 29 years of Banking Experience with a major Multinational Bank. She joined Centenary Financial 10 years ago and her expertise is in investments including Direct Equities, ETFs and Managed Funds. Roma has recently moved to the Compliance and Administration section of Centenary Financial.
SENIOR PARAPLANNER - Diploma of Financial Planning
Joanne has 10 years of experience developing, writing and implementing strategic plans for all client circumstances. Prior to her position at Centenary Financial, Joanne spent 20 years in the reinsurance industry in both the UK and Australia.
Michael joined the team back in 2016 having spent many years relationship managing client needs in the commercial world. Michael brings this skill set to the business to strengthen the ties we have with our corporate superannuation clients and their valued employees. He is responsible for the communications that educate the employees and arranges appointments for them to commence the financial planning journey.