Stuart Barry
B Bus (Accounting) MBA (Finance) ADFS(Financial Planning)
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.
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| Michelle Oldham
ADFS (FP) has been with Tas Ethical 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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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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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
Tas Ethical 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. |
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