Your Advisers

Our Financial Planning Team

At Australian Central, our Financial Planning team aims to help manage our members' wealth and to ensure their current and future goals are achieved.

Australian Central holds a Australian Financial Services Licence (AFSL) issued by the Australian Securities and Investments Commission (ASIC) and is also a Principal Member of the Financial Planning Association (FPA).

Our qualified team of financial advisers, and support staff are dedicated to this task. With an average of almost 17 years experience in the financial services industry, our financial advisers have the expertise to provide sound advice. As salaried employees, our financial advisers provide important advice that is always professional and well researched, covering all types of money matters.

Below is our team of financial advisers. To arrange an appointment with one of our financial advisers please call our National Contact Centre on 13 13 21.

Advisers - Paul Champion

Paul Champion - Glenelg

Paul has been involved in the Financial Services Industry for 20 years and is a Certified Financial Planner (CFP). Paul's experience includes approximately 4 years as a para-planner and 9 years as a financial adviser with Australian Central.

Paul's strong technical expertise and proven ability to explain information in an easy to understand manner, has been extremely valuable to members seeking retirement planning, superannuation and wealth creation strategies. Paul is also a Justice of the Peace.

Advisers - Tony Kennedy

Tony Kennedy - Light Square

Tony has been involved in the Financial Services Industry for 30 years and is a Certified Financial Planner (CFP). Tony has been an adviser with Australian Central for 7 years.

Tony has a strong background in estate planning and is a member of the Executor & Trustee Institute of the Trustee Companies Association of Australia. Tony is able to provide advice on retirement planning, wealth accumulation, wealth & asset protection, estate planning, tax minimisation & Centrelink issues.

Advisers - Jeff Johnson

Jeff Johnson - Berri

Jeff has over 30 years experience in the Financial Services Industry. Jeff has completed the Advanced Diploma of Financial Services.

Jeff's previous experience in senior management roles within the Financial Services Industry has provided him with significant experience across a broad range of issues which ultimately provide our members with high quality advice.

Advisers - Robert Winny

Robert Winny - Mount Barker and Murray Bridge

Robert has over 20 years experience in the Financial Services Industry. Robert has completed a Diploma of Financial Planning.

Robert's strong service ethic and high level of technical expertise in areas such as Retirement planning, Superannuation and Wealth Creation strategies will be invaluable to our members.

Advisers - Tracey Boam

Tracey Boam - Glenelg, Marion, Colonnades and Woodcroft

Tracey has completed the Advanced Diploma in Financial Services and has been a financial planner for the past 5 years.

Tracey's forward thinking allows her to identify opportunities for clients in areas such as superannuation, retirement planning and Centrelink. Tracey believes that with the appropriate planning you can achieve the lifestyle we all wish for.

Zeljko Kuzman

Zeljko Kuzman - Modbury Advice Centre, Newton, Northpark, Golden Grove, Tea Tree Plaza, Elizabeth Advice Centre

Zeljko has been involved in the Financial Services Industry for the past 8 years. Zeljko has completed a Diploma of Financial Planning and has an Arts Degree (major in Politics) through the University of Adelaide.

Zeljko's strong customer service focus, sound technical knowledge and attention to detail enables him to provide members with high quality advice. Zeljko specialises in Risk Insurance and has a passion for implementing plans to alleviate any financial stress resulting from any unforeseen accidents and sickness.

Advisers - Karen Wallace

Karen Wallace - Munno Para, Hollywood, Elizabeth and Northpark

Karen has more than 20 years experience in the financial services industry, which includes 12 years with Australian central. Karen has completed a Graduate Diploma in Financial Planning and also holds a Bachelor of Business Administration.

"Planning for your future should be a rewarding experience. My extensive experience in the financial services industry enables me to offer quality advice on all financial planning issues including retirement planning, superannuation, insurance, and wealth accumulation. Together we can develop a financial plan which is as unique as you are."

Advisers - Dean Gordon

Dean Gordon - Millicent and Mount Gambier

Dean has been involved in the Financial Services Industry for more than 16 years in both Financial Planning and Retail Banking. His extensive background and technical experience enables him to provide members with high quality advice on a broad range of issues. Dean has completed the Advanced Diploma of Financial Services (Financial Planning).

"Our future financial success depends on the plans we make today. I can assist members to plan for their present and future goals by tailoring comprehensive advice to suit your needs on a range of issues including superannuation, retirement planning, protection and wealth creation strategies."

Advisers - Scott Nicholls

Scott Nicholls - West Lakes, Kilkenny, North Park and Port Adelaide

Scott has over 8 years of experience as an investment adviser.  He is a Certified Financial Planner with experience in many different types of investments and strategies. He is able to present these to you in a simple, straightforward and easy to understand manner, which will help you to feel relaxed and confident about your investment planning.

"What's most important to me is finding an investment plan that takes the worry out of investing and gives you confidence in your financial future.  I believe strongly in the importance of taking a holistic approach to the building and protection of wealth.  I enjoy working with clients and their families to ensure that wealth is safely built and then effectively transmitted to new generations within the family."

Advisers - John Fryer

John Fryar - Northern Territory

John has worked in the financial services industry for more than 18 years, including 10 years as a financial adviser in the Northern Territory. John has completed a Diploma in Financial Advising through the Securities Institute of Australia.

With many years of experience in the financial services industry, and having worked in the Northern Territory for 10 years, John understands the importance of receiving good quality advice from a local. He has the knowledge and expertise to provide high quality advice to members on all aspects of their wealth creation, protection, superannuation and retirement planning needs.

Advisers - Mark Lewis

Mark Lewis - Perth

Mark has over 20 years experience in the financial services industry during which he has developed a high level of technical expertise, specialising in professionally structured wealth accumulation strategies – including superannuation, retirement planning, personal risk insurance, negative gearing and margin lending.

Mark is a Certified Financial Planner, a member of the Financial Planning Asscociation of Australia and is a Vice President of the National Council of Financial Advisers.

Advisers - Mark Lewis

Joseph Hoe - Perth

Joseph is well experienced in a broad range of financial service areas, holding a Bachelor of Commerce and a Master of Taxation. He is a Certified Financial Planner, member of the Financial Planning Association and a Certified Practicing Accountant.

Joseph’s background includes roles in accounting and taxation – before entering the financial planning arena in which he now operates. Joseph is devoted to his role and takes great pride in the quality of service and personal care given to his clients.

Advisers - trent chapman

Trent Chapman - Perth

Trent has been in the financial services industry since 1998 with various roles in superannuation and financial planning.

His experience coupled with his personable manner and a strong customer service focus, of which he is very proud, combine to allow him to present concepts and products to his clients in a simple, straightforward and professional manner. In so doing Trent succeeds in developing mutually rewarding, trusting relations with those he serves.

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