Bill Sharp B Sc Hons. Dip FP is managing director and a Certified Financial Planner™ and has been an authorised representative of Financial Wisdom since 1987. He arrived in Tasmania in 1982 as a Geologist having worked throughout Australia and New Zealand. In 1983 he changed careers and since then has studied and is now experienced in a wide variety of financial services. To relax he gardens, sails and plays french horn in a local amateur orchestra.
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| Michelle Oldham ADFS (FP) has been with Financial Life Planners since 1994 and progressed through all office roles. She has now completed her Advanced Diploma in Financial Services (Financial Planning) and be came an authorised representative of Financial Wisdom in 2004. | |  |
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Scott Stuart BCom MBA ADFS (FP) joined Financial Life Planners in March 2007 with 16 years experience in the financial services industry. His previous role was Executive Manager Advisory Services with the Retirement Benefits Fund Board. He is part way through the Certified Financial Planner™ course. He now assists clients in achieving theirpersonal financial goals using interviews and computer modelling.His main area of expertise is superannuation and retirementplanning.
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Stuart Barry B Bus MBA ADFS(FP) has been working in the finance industry since 1983. For the majority of his career he has been employed within the funds management industry in Australia and Asia managing money for both very large corporations as well as retail investors. In his final role within the funds management industry he was the South Korean country manager for ING Investment Management, personally responsible for over $15 billion dollars of investment monies for South Korean clients. Stuart is the newest employee of the firm, having joined at the beginning of 2008 after several years with Commonwealth Financial Planning as the financial planner for the Eastern Shore, Hobart. He is part way through the Certified Financial Planner™ course.In 2003, being keen adventure travellors, he and his wife cycled nearly 10,000 km around Europe and then moved to Hobart (his wife's home town). He very much enjoys using his investment expertise to improve the financial situation of his clients.
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Christine Lonsdale joined us in early 2005 having completedBusiness Skills Cert III as part of a traineeship with the Derwent Valley Council.She added some Cert IV units last year and has started the Dip of Financial Services course this year. She is the first person you are likely to meet on the phone and she makes sure the office runs smoothly.
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Associates
Financial Life Planners is proud to be associated with other Financial Wisdom advisers. These planners have for years operated their own business and now through association cooperate in the provision of specialist and back-up services.
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Eric Pinkard Dip FP is an Associate of the Financial Planning Association (AFPA) and a Senior Associate of the Australian Institute of Bankers (AAIB(Snr)). He has a Diploma of Financial Planning (DipFP) and the Associate Diploma in Business (Banking & Finance) and has many years of experience in the finance industry. He has been an Authorised Representative of Financial Wisdom since July 2002. Prior to that he was an Authorised Representative of Colonial Financial Solutions Pty Ltd, which was also affiliated with the Commonwealth Bank Group.
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| Peter Tubbs has considerable financial experience over the last 25 years. Starting out in the finance industry, he became the district manager of AGC Finances within a very short time of commencing with the company. Over the following 6-7 years Peter held a number of senior positions with a number of European finance companies. He moved into the Life Insurance and Investment industry in 1986 and it was here that Peter’s financial background enabled him to bring to his clients a more complete overview than they experienced elsewhere. He has continued with an ongoing education program to ensure that he has kept abreast of legislative and industry changes. He has built up a considerable client base since he began as a Financial Planner over 10 years ago mainly with Colonial, recently moving from Commonwealth Financial Solutions to Financial Wisdom. | |  |
