Key People

Wayne Billington, BA (Hons.), DFP
Authorised Representative No. 230642

Qualifications

Diploma of Financial Planning, JP
Bachelor of Arts (Hons)
Diploma in Mineral Economics
SMSF Specialist Advisor TM

Wayne is a Principal and Director of Parkside InvestorPlus Pty Ltd, 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 principal shareholder of Parkside InvestorPlus.  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.

Memberships:

Member Financial Planning Association of Australia
Self Managed Super Fund Professional’s Association Limited

Experience:

Christine Britt Lewis, CFP, GDM
Authorised Representative No. 230645

Qualifications

Certified Financial Planner
Graduate Diploma of Management

Christine is a Senior Adviser of Parkside InvestorPlus Pty Ltd, and is a Certified financial planner, authorised to provide financial planning services to clients.

Christine believes the key to a successful financial plan is starting with what is important to clients. This includes understanding their plans, goals, responsibilities and values so as to ensure what is really important is prioritised.

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:

Member Financial Planning Association of Australia

Experience:

Over 10 years in Financial Planning
Estate Planning
Certified Financial Planner

Robert Salkeld, FCA – Financial Planning Specialist, CFP
Authorised Representative No. 227167

Qualifications

Certified Financial Planner
Chartered Accountant
FCA - Financial Planning Specialist

Bob has been involved in the financial services industry for over ten years and prior to that 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 situation. He 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.

Besides providing lifestyle financial planning advice to clients, Bob also has a flair for assisting clients with their business and taxation issues.  His duality in planning and taxation issues is a great asset to the business.

Memberships:

Member Financial Planning Association of Australia
Fellow Institute of Chartered Accountants

Experience:

Superannuation Administration Manager - Authorised Representative No: 232991

Joe has 12 years industry experience with a background in superannuation fund administration, compliance and legislation.  Joe is an Authorised Representative of Parkside InvestorPlus Solutions Pty Limited and is able to provide advice on superannuation 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:

Client Relationship Manager / Compliance Officer

Charmaine works for Parkside InvestorPlus and is the Client Relationship Manager to Christine Britt-Lewis.  In her role, she supports the efforts of advisers through research and correspondence and contacting clients. Charmaine is responsible for complying correspondence, completes online trading for clients, client review meetings and maintaining and updating the client database.

Charmaine is also the Compliance Officer for the Licensee and works closely with Wayne Billington. Charmaine ensures that all ongoing training sessions for Authorised Representatives are organised and attended. Charmaine has roles in securing professional indemnity insurance for the company and attends to ASIC company reviews and all other ASIC documentation required for compliance of the licensee. Charmaine is currently completing her Diploma in Financial Services, ensuring that she is RG146 compliant, increasing her financial knowledge and development. Charmaine is the first point of contact for Christine's clients in many cases and has a hands-on knowledge of client portfolio administration.

Client Relationship Manager

Csilla works for Parkside InvestorPlus as the Client Relationship Manager to Wayne Billington. Csilla is currently studying towards her Bachelor of Business degree, and will undertake further studies in order to ensure she is RG146 compliant.

Csilla has over 8 years experience in Banking, particularly in Electronic Banking, Treasury and Business Lending. She also has extensive experience as an office manager and bookkeeper. Csilla's role is to ensure that all the administrative and management  of Wayne's clients is undertaken and completed in an accurate, timely and professional manner. Csilla is the first point of contact for Wayne's clients. Csilla also compiles correspondence, completes online investment and trading for clients, updates assets in the client database and makes client appointments.

Amy Sheppard

Receptionist / Client Services Administrator