Why do I believe in advice?

When you receive advice, you are receiving education. This education is relevant to you personally.  I believe good education allows you to make great and informed choices. With no advice people are left without choices. Our industry gives people choices, direction and comfort to every part of the life or the areas that are most important to them. Great advice is powerful it can make positive change at a personal level, family or business level.

When I am not at work, I am...

Taking children to sport, eating out with friends and as soon as the sun is out enjoying the coast.

What did I want to do when I grew up?

I also wanted to be a teacher right up until year 12 then found myself interested in money and banking. I feel like I found a balance between both in the career that evolved.

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Jaime Johns (General Manager)

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Kerry Thomas (Head of Governance)

Why do I believe in advice?

I worked for an Adviser in my early 20s. I saw the difference he made to his client’s lives and the long-term relationships they had. He was with them through the highs and lows and everything in between. It’s why I became an adviser myself, even though it’s been a while since I stopped providing advice. Whilst I couldn’t learn everything he knew in the 4 years we worked together, what he taught me has stayed with me to this day.

When I am not at work, I am...

With my family. Often at a Taekwondo centre.

What did I want to do when I grew up?

I had a long list of things I wanted to be. It changed from year to year. A doctor and a nurse were both on the list – but I’m far too squeamish for either of those occupations!

Why do I believe in advice?

I believe humans are motivated for 2 reasons: to move towards something they want, or to move away from something they don’t want. In both my working / professional life, & my personal life, I have seen both sides of the coin with respect to being “money smart” as well as being prepared to pay for professional advice. As a result, I was a client of a financial adviser for more than 10 years, prior to becoming a financial planner myself. Good advice, & smart, prudent financial decisions, employed over the long haul, can make a massive difference in people’s lives. I have experienced this myself: personally & for my family. Ultimately for me it’s about choice: to choose what I want to do, when I want to do it & with whom I want to enjoy life…

When I am not at work, I am...

Spending time with family, often outdoors, often travelling or planning to travel! I enjoy exercise & ….eating. It helps if you do some of the former so you can enjoy more of the latter!

What did I want to do when I grew up?

I had aspirations when I was young to play cricket for Australia. Unfortunately, I lacked 2 things: skill & discipline! I still love the game though, & I still play… (with my 20 yo son)

After that I thought I’d become a lawyer. I ended up studying Commerce & becoming an accountant, which was a terrific grounding, to ultimately find my way into financial services. This has provided me with a very rewarding career & many enduring friendships.

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Jason Gapps (National Practice Manager)

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Sophie Firminger (National Practice Manager)

Why do I believe in advice?

Money has such a huge impact on the quality of life and it can either be a great tool to enable people to reach their financial goals or be a massive point of stress when mismanaged. Early in my career I worked in a financial planning practice and it is was here where I witnessed first-hand the difference that great advice makes. Great advice is so much more than just investing clients money, but about building a human connection and providing people with choices.

When I am not at work, I am...

When I am not at work I am usually spending quality time with my family and friends and generally with a good glass of wine in hand. I also enjoy keeping active and have been part of my local F45 for over 4 years, and when I am not spending time with family and friends or keeping active you can find me enjoying what I love the most about Australia….the beach!

What did I want to do when I grew up?

As a child, I would watch the English equivalent of the TV show Getaway and would dream of one day becoming a TV presenter on this show. The opportunity to travel the world, experience new things and eat delicious food really appealed to me.