| Key People
Wayne Billington, BA (Hons.), DFP, SSA TMAuthorised Representative No: 230642
Business Principal
Qualifications
Diploma of Financial Planning
Bachelor of Arts (Hons)
Diploma in Mineral Economics
SMSF Specialist Advisor TM
Wayne is a Shareholder and Director of Parkside Investor Plus Pty Limited, and is authorised to provide financial planning services to clients.
Over the past 30 years in business, Wayne has experienced a quantum shift in career from Geologist, and an extended work placement in Papua New Guinea to, mining related financial planning and finance, to funds management, stockbroking, corporate finance and now, as a financial planner, Director and shareholder within the Parkside Group.
His background in analysis has enabled him to develop a strong technical ability without overshadowing his understanding that clients need a financial plan to take them into the future and to achieve their lifestyle goals. Wayne is interested in becoming a mentor to his clients and adding value to their lifestyle decisions and financial future. Wayne spends time developing relationships with clients as well as focussing on the operational issues of the business.
Besides his wide skills and accreditation in Financial Planning, Wayne is also a SMSF Specialist AdvisorTM which places him in a highly qualified and accredited position to advise clients on their specific and varied Self Managed Superannuation Fund (SMSF) requirements.
Like all the financial planners at Parkside InvestorPlus, I am continually fulfilling the FPA requirements for ongoing education to ensure that I am up to speed with all the latest developments within this constantly changing industry.
Memberships
Member Financial Planning Association of Australia
SMSF Professionals' Association of Australia Ltd. (SPAA)
Experience
Over 20 years' experience advising clients on all facets of investment, lifestyle financial planning and retirement solutions.
Authorised Representative No. 230641
Business Principal
Qualifications
Bachelor of Economics
Diploma of Education
Certified Financial Planner
Mark brings an insight and experience to Parkside InvestorPlus that is required to assist in helping clients achieve financial success not just during their working lives but also into retirement.
As a Shareholder and Co-Director of Parkside InvestorPlus, Mark is a keen proponent of Lifestyle Financial Planning which provides clients with a means to achieve life's milestones as well as a secure retirement income. It is this focus that he also champions with his colleagues at Parkside InvestorPlus. Tutelage, Mark believes strongly in encouraging an empathy with client’s lifestyle needs and goals and thereby creating a plan that will provide for them now and well into the future.
Mark sees financial planners as the linchpin and coordinator for client services such as financial advice, insurance advice, legal assistance, tax planning and estate planning.
Memberships
Member Financial Planning Association of Australia
Rotary Club of Castle Hill
Experience
Over 20 years experience advising clients on all facets of investment, lifestyle financial planning and retirement solutions.
Authorised Representative No: 227167
Business Principal
Qualifications
Certified Financial Planner
Chartered Accountant
FCA - Financial Planning Specialist
Memberships
Member Financial Planning Association Australia
Fellow Institute of Chartered Accountants
Experience
30 Years as an Accountant
10 Years in the Financial Services Industry
Bob has been involved in the financial services industry for over ten years and is a shareholder of the business. Prior to this he operated his own accounting, tax and business consultancy practise for thirty years. This allows him the unusual ability to empathise with clients and to view their investment strategies in relation to their business and taxation situations. Bob is a Certified Financial Planner, a fellow of the Institute of Chartered Accountants with the added designation of Financial Planning Specialist and a member of the Financial Planning Association.
Like all the financial planners at Parkside InvestorPlus, Bob is continually fulfilling the FPA requirements for ongoing education to ensure that he is up to speed with all the latest developments within this constantly changing industry. As a Financial Planner his goals are to assist clients in:
- Accumulating Wealth
- Assisting with setting milestone goals and financial goals
- Protecting existing wealth and assets
- Planning for retirement
- Coordinating expertise and outside services to provide a comprehensive financial planning service
Authorised Representative No. 230645.
Authorised Representative No. 230645
Qualifications
Certified Financial Planner
Graduate Diploma of Management
Christine is one of the new wave of highly skilled financial planners having made a major career change from Social Work to Financial Planning. Christine combines her astute technical knowledge with over 6 years of intense practical experience.
Study, work, managing a young family and having goals of her own makes her very empathic when it comes to assisting clients in achieving life’s milestones as well as their long term financial goals. Christine firmly believes that financial planning is an important catalyst in enabling clients to take control of their lives. Money is an enabler providing options, choices, which lead to wider life experiences. Christine assists with the identification of goals, resources and the identification of any obstacles that might prevent future success.
Christine also likes to maintain a long term relationship with clients in order to maintain a high level of support as their Statement of Advice reaches its fruition and to assist with life changes that may require further modelling.
Memberships
Associate Member, Financial Planning Association of Australia
Experience
Over four year’s Financial Planning experience and completion of the Diploma of Financial Planning. Working knowledge of all facets of investment, lifestyle financial planning, estate planning and retirement solutions.
Amy Sheppard
Receptionist
Possibly the most important person at Parkside InvestorPlus, Amy is your first point of contact and the person most likely to make you feel at home when visiting our offices at Castle Hill. If the person you need to speak to is not available, just brief Amy on your request so that the person for whom you’ve left a message can be fully prepared when they return your call. At Parkside, we endeavour to ensure that your calls are returned promptly.
Certified Financial Planner, Dip FP
Authorised Representative No: 247516
Richard has an eye for detail and a love of the technical and has become a great asset to the Parkside InvestorPlus Para Planning Team. He works closely with your Adviser to devise the best strategy and technical approach to your investment needs. Using tested strategies and presenting a range of options, Richard helps your Adviser devise the best financial plan to meet your needs now and in the future. Richard is also highly skilled in the areas of property syndication, portfolio construction and care and self managed super funds. He has also achieved an Advanced Diploma in Financial Services and has Certified Financial Planning qualifications.
Diploma of Financial Services - RG 146
Authorised Representative No: 337371
Christine is our in-house Insurance/Risk management adviser. Christine works closely with the Parkside InvestorPlus advisers so as to ensure that our client's life risk insurance requirements are assessed and managed. She is an Authorised Representative and is able to provide clients with individual advice based on their individual circumstances. She will also track the progress of your insurance applications from initial contact through to implementation. Christine is currently studying her Diploma of Financial Planning to enhance her knowledge of the insurance industry as a whole and is a permanent part-time staff member and is available to answer your queries between 9:00am and 1:00pm each Monday-Friday. Please feel free to contact her with your life risk or insurance related queries.
Charmaine assists Principal Bob Salkeld and Senior Financial Adviser Christine Britt-Lewis with client service as Executive Assistant. She also acts as Compliance Officer and Administrator for the practice. Charmaine ensures the accuracy of any licence income. She also ensures that ongoing training sessions for Authorised Representatives are organised and attended as part of their attention to compliance under Financial Services Regulations. Charmaine has roles in securing professional indemnity insurance for the entire group and attends to ASIC company reviews and all other ASIC documentation required for compliance of the licensee.
Laura Polesso
Executive Assistant, Client Services
Cert. Bus. Admin. IV
Laura maintains the client database and ensures that all portfolios for Service Level Clients are up to date and available for viewing on our website. Laura also assists with hospitality, records management, correspondence and quarterly, half yearly and annual reporting. Laura is responsible for assisting our Planners in acquiring all the documentation and information they need to ensure that your financial or estate plan is based on as much accurate information as possible. She also allocates passwords and logins for our website to service level clients. Laura can be contacted on many non advice issues such as following up your investment transactions or assisting with changes to the database. Laura also provides client service support and Executive Assistance for Mark Greaves.
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