TOM WHITLEY
FINANCIAL PLANNER
CFP®, BCom, Adv. Dip. FS(FP)
Tom Whitley has been in financial planning since 2006. Tom is a Certified Financial Planner and has achieved the qualifications of Bachelor of Commerce and Advanced Diploma of Financial Services.
Tom can provide strategic, technical and investment advice with a focus on professional and personal service.
Tom’s Financial services guide – click here
ANGUS MARTIN
FINANCIAL PLANNER
BEc, BCom, AdvDipFP, AFP®
Angus has been working in financial advice for the past decade, with additional superannuation and investment experience prior to that time. Angus is able to provide you with the strategic financial planning service that is tailored to your personal goals and objectives.
Angus’s Financial services guide – click here
SHANE POWELL
FINANCE BROKER
Shane Powell is an accredited Mortgage Finance Broker, with a 45-year history of working with a major Lending Institution as a senior Business Banking Manager and Relationship Manger specialising in the Small Business Lending sector, also dealing in Equipment Finance, Leasing and Self-Managed Superannuation fund lending.
Shane also has a substantial background in Consumer Mortgage finance, with access to over 60 Lenders, to source the most beneficial loan to suit your needs.
KAREN ARTHUR
OFFICE MANAGER
Karen Arthur holds the overall responsibility for the co-ordination of all of our team and specialised office functions and processes. With many years of experience within the financial services industry offering support to Tom and Angus helping with the implementation of strategies and administration.
Kim Arnio
Paraplanner
Kim is a Client Services Administrator at Premium Business Group. Kim thrives within a team environment and works closely alongside Tom to deliver the best results for his clients. Kim’s ability to find efficiencies in every element of her role makes her a fantastic addition to the team, freeing up Tom to spend more time with his clients.
Niamh Ramsay
Client Services
Niamh works as administration support for Tom and Angus and is found at the reception desk here at Premium Business Group. She has completed a Certificate 3 in Business and is growing her understanding and knowledge in the financial services industry.
Dharyl Capul
Client Services
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.