Key People

Wayne Billington, BA (Hons.), DFP, SSA ^TM
Authorised Representative No: 230642

Business Principal and Director

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 focusing on the operational issues of the business.

Besides his wide skills and accreditation in Financial Planning, Wayne is also a SMSF Specialist Advisor^TM 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, he 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.

Memberships

Member Financial Planning Association of Australia
Self Managed Super Fund Professionals' Association of Australia Ltd. (SPAA)

Experience

Over 20 years' experience advising clients on all facets of investment, high level of analytical and technical expertise, lifestyle financial planning, Superannuation Specialist, Aged Care and retirement solutions.

Qualifications

Diploma of Financial Planning
Bachelor of Social Work
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 many years of 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 long term relationships 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 financial expertise and modelling.

Memberships

Associate Member, Financial Planning Association of Australia

Experience

Solid Financial Planning experience and a Certified Financial Planner possessing a working knowledge of all facets of investment, lifestyle financial planning, estate planning, aged care and retirement solutions.

Robert Salkeld, FCA, CFP
Authorised Representative No: 227167

Financial Planning Specialist

Qualifications

Certified Financial Planner
Chartered Accountant
FCA - Financial Planning Specialist

Bob has been involved in the financial services industry for decades and is a shareholder of the business. Prior to this he operated his own accounting, tax and business consultancy practise for over thirty years. This allows Bob 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 Financial Planning Associations 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

Memberships

Member Financial Planning Association Australia
Fellow Institute of Chartered Accountants

Experience 

30 plus Years as an Accountant
10 plus Years in the Financial Services Industry

Joe Cahill, Dip. SM, FASFA, Dip Fin.

Authorised Representative No: 232991

Superannuation and Self Managed Superannuation Fund Administration Manager

Joe has over 12 years industry experience with a background in superannuation fund administration, compliance and legislation and he is an Authorised Representative of Parkside InvestorPlus Solutions Pty Limited.  Joe possesses the knowlege and extensive experience to provide our clients with general and specific advice on superannuation and self managed superannuation fund services only.

The Authority is limited to the product superannuation, in particular, self-managed super funds, allocated and complying pension fund administration and includes advice on the appropriateness of self managed super fund and general superannuation advice required in carrying out the operations of his employer as a self managed super fund administration company. He also manages staff in the super administration area.

Memberships

Member Financial Planning Association of Australia

Experience

Over 14 Years Self Managed Superannuation

Specialist in Self Managed Superannuation Fund Administration

Christine Lassen Dip FP
Insurance/Risk Adviser Specialist

Authorised Representative No: 337371

Qualifications

Diploma of Financial Services (Financial Planning)

Christine Lassen is our in-house life risk insurance specialist.  She is an asset to Parkside and able to provide specialised insurance and risk advice in all areas of life and risk insurance.

Christine has gained much industry experience and she is able to assist you with all aspects of the life insurance process from assessing your life risk insurance needs, making recommendations and providing quotations in all areas of life and risk insurance.  

Christine works within the risk management area tracking the progress of your insurance applications from initial contact through to implementation and she has gained much industry experience and proficiency in  this highly technical, lengthy and sometimes laborious process. Christine will assist you with each step of your insurance application process for you from implementation through to completion. She is also able to assist you with all aspects of the claim process, helping to streamline what can be a very involved procedure for you.

Christine possesses her Diploma in Financial Services (Financial Planning) and is currently completing her Advanced Diploma of Financial Services (Financial Planning) and is highly qualified to provide advice on risk and insurance.  Christine is a permanent part-time member of our risk team and is available to answer your queries between 9.00 am and 1.00 pm each day. 

Please feel free to contact Christine Lassen with any of your insurance queries at any time.

Memberships

Associate Member Financial Planning Association of Australia

Experience

Specialist in Risk and Insurance Products

Charmaine works for Parkside InvestorPlus and is the Client Relationship Manager to Financial Planner, Christine Britt-Lewis. 

In this role, Charmaine supports Christine through research,  correspondence and contacting clients on their behalf.  Charmaine also compiles correspondence, completes online trading for clients, financial research, client appointments and follows up on the client database. 

Charmaine is also the Compliance Officer for the Licensee and works closely with the Director, Wayne Billington.

Charmaine completes a complex and vitally fundamental role as the Compliance Manager ensuring that all legislation and compliance actions are met and enforced.  Charmaine also attends to  the Australian Securities and Investment Commission (ASIC) corporate reviews as well as any other important documentation required for the compliance of the licensee ensuring that they are current and maintained.

As well as completing the above roles, Charmaine is also the Continuing Education Manager at Parkside InvestorPlus and ensures that all of the ongoing and current financial education training sessions for the Authorised Representatives, Financial Planners are organised and kept up to date. She also has the responsibility of securing professional indemnity insurance for the entire group at Parkside.

Charmaine is currently completing her Diploma in Financial Services (Financial Planning) and she is the first point of contact for Christine's clients. 

Charmaine possesses solid experience and knowledge of the financial sector and has a hands-on approach and expertise of client portfolio administration.  She is highly valued and an integral part of the team at Parkside.

Eliesa (Lisa) Collins

Client Relationship Manager and Executive Assistant to Wayne Billington

Lisa works for Parkside InvestorPlus in the role of Client Relationship Manager specifically for the Principal Financial Planner, Wayne Billington.  She is an important member of the administration team and ensures that all of your financial requirements are administrated efficiently and accurately.

Lisa possesses extensive experience in the financial profession especially in the area of client service and management after having worked extensively for other local Financial Planning practices.

Lisa supports Wayne through financial research, drafting correspondence and contacting clients on his behalf.  She also completes online trading for clients, financial research, organises client appointments and maintains the client database.

Lisa is the first point of contact for the Director, Wayne Billington.

Amy is the ‘face and voice’ of Parkside and the first person you will come in contact with when you call and is responsible for Parkside InvestorPlus reception and administrative support to the Client Services administration.

Amy's role also includes hospitality to our clients, boardroom maintenance, records management, data entry, file and mail handling.