About Parkside InvestorPlus

Our Team

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

Qualifications

* Diploma of Financial Planning,
* Bachelor of Arts (Hons)
* Diploma in Mineral Economics
* SMSF Specialist Advisor
* Justice of the Peace

Wayne is the Principal and Director of Parkside InvestorPlus Pty Ltd, and is authorised to provide financial planning services to clients.

Over the past 40 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

Financial Planning Association of Australia

SMSF Association

 

Experience

High level of analytical and technical expertise

Philanthropic planning

Over 20 years' experience

SMSF Specialist Advisor

 


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

Qualifications

* CERTIFIED FINANCIAL PLANNER® Professional
* AEPS® Accredited Estate Planning Specialist
* SMSF Specialist Advisor
* Accredited Aged Care Professional
* Graduate Diploma of Management
* Justice of the Peace

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. She likes to maintain a long term relationship with clients in order to provide the high level of support required to increase the certainty that client's goals are met.

Christine is a Certified financial planner, authorised to provide financial planning services to clients. This includes investment advice to meet each individual clients attitude to investment risk. Her specialist accreditation in self-managed superannuation funds ensures she is able to provide quality advice for clients both with self- managed super funds, and those in retail superannuation funds. It is important the right type of fund is chosen by the client.

The accreditation in estate planning provides the expertise to link meeting short term goals, with your very long term plans for your estate. This entails having the appropriate issues considered at the beginning of the planning process and at each step where important decisions are made.

Some clients require the specialist advice needed when they, or loved ones move into aged care. Christine has completed the training in this area to ensure the very best advice and support can be provided at this time.

 

Memberships

Financial Planning Association of Australia

SMSF Association

 

Experience

Financial planning for over 14 years       

SMSF Specialist Advisor for over 5 years

Aged Care specialist for over 1 year

Estate Planning specialist for over 6 years

 

Charmaine Stutchbury
Practice Manager / Compliance Officer

Charmaine is the Practice Manager and Compliance Officer, she has over 20 years experience working in the financial industry.  This role includes management of all staff and their development, various company duties including securing professional indemnity insurance for the company and other insurances, Compliance duties involving preparing annual audits for the Licensee, dealing with ASIC, IT systems and running the office in a professional manner.

Charmaine has recently completed her Aged Care Specialist Accreditation and looks forward to helping existing and new clients with this service.


Sonal Kabra, DFP B'Com-Accounts & Economics

Client Experience Manager

Sonal is a Client Experience Manager and has over 17 years experience in the financial services industry and hold a Bachelor's degree in Commerce, majoring in Finance and Economics and a Diploma in Financial Planning.
These qualifications, experience and skills enable her to understand and implement general and personal advice on a comprehensive range of financial topics, including investment strategies and portfolio structures, retirement planning, superannuation and life insurance.


Rhonda Young, DFP
Client Experience Manager

Rhonda comes from a strong educational and career background in financial services and financial planning, having worked in these industries for 18 years. Her previous roles included Client Experience Managers with two other adviser firms in the Hills District. She has also worked with Wrap Product Providers as Business Development Manager and National Training Manager. She has completed her Diploma in Financial Planning and is currently completing her Advanced Diploma. She is married and her personal time is kept very busy with two lovely young boys.


Parkside Has a Justice of the Peace

From time to time, clients need to have original documents witnessed and copies certified or applications which require a JP as a witness.  At Parkside InvestorPlus, we have a Justice of the Peace who can make himself available to certify your copies and assist with your witnessing needs.  It is however essential that when you present documents for signature as Certified Copies, that you also present the original. All original documents requiring certified copies whether a Marriage Certificate, Passport Financial Statement or Stock Certificate must be presented before they can be stamped and signed.

Also, at Parkside, your reason for needing a JP does not have to be related to your finances, if we can help by witnessing or certifying personal papers, passport applications or any other documentation, please feel free to call or contact us.

 

Upcoming
Events

There are currently no events, please check back soon.
View All Events

Our Client
testimonials

We find Wayne and his team very professional an...

Karen S
read all

Sign-up for
Newsletter

Want to keep up to date with latest developments in financial planning and wealth creation?
Then sign up for our newsletter.

Contact
parkside

Parkside InvestorPlus Pty Ltd
Suite 27,
3-9 Terminus Street
Castle Hill NSW 2154

PO Box 2500
Castle Hill NSW 1765

Phone: (02) 9899 4899

Contact Us Now!

Clarity

understand where you are now

Insight

understand where you want to be

Partnership

in all stages of your life

Be social with us

Parkside InvestorPlus Solutions Pty Limited AFSL 225920
Tell a FriendPrintBookmark