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 AvalonFS Pty Ltd.
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 AvalonFS Pty Ltd.
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.
RELATIONSHIP MANAGER CORPORATE SUPERANNUATION
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.
Level 3, 50 Clarence Street
Sydney NSW 2000
Tel: (02) 9230 0500
Fax: (02) 9233 6006
Monday to Friday 9am to 5pm
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