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On
Balance
"While
financial commentators, journalists and news writers monitor market
movements daily, investors saving for retirement or building wealth
need to take a more balanced view."
More...
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Pentad's
adviser
team consists of seven dedicated financial planners who have over
one hundred cumulative years experience between
them.
Please
click on the links below to view our adviser's profiles.
Russell
is a director and shareholder of Pentad. He has worked
extensively in marketing and commercial management, and became
interested in the financial planning industry when he was
Compensation and Benefits Manager at Hewlett-Packard
Australia.
Click
here to
view Russell's adviser profile.
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Chris
is a director and shareholder of Pentad. He was the
founder of Quintain Advisory Services, a predecessor organisation
to Pentad, and has in excess of 16 years experience providing
personal financial planning and investment advice. Chris chairs
Pentad's Investment Committee, and in this capacity,
oversees the asset allocation process for clients'
investments.
Click
here to
view Chris' adviser profile.
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Lance
is a director and shareholder of Pentad and has in excess of
20 years experience in both stockbroking and financial planning and
was a founding partner of Bailey Livermore Financial Services, a
predecessor organisation of Pentad.
Click
here to
view Lance's adviser profile.
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Rob
has held senior management positions with a number of companies
throughout his 47 years in the industry including a board position
with Australian American Assurance (now AIG Life) responsible for
Finance & Administration, National Risk Insurance Manager of
OAMPS Limited and more recently, Executive Manager – Insurance of
the Snowball Group. Rob has a strong background in the design and
implementation of Group Insurance plans having been responsible for
the implementation of such plans with Companies like Alcatel,
Patricks, Crown Castle, Charles Parsons, Transfield Holdings and
more.
Click
hereto
view Rob's profile
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Ken is
an experienced financial planner who prior to joining Pentad
was the principal of Partnership Financial Planning. While
Ken advises across a range of financial planning areas, he has a
particular interest in strategies for estate planning,
superannuation (including Self Managed Superannuation Funds),
wealth accumulation and overseas clients.
Click
here to
view Ken's adviser profile.
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John
began his career in the financial planning industry in the late
1980s in a client servicing role. Since this time, he has
progressed through several roles including paraplanning, research,
marketing and business management. John has been a Financial
Planner since 1997.
Click
here to
view John's adviser profile.
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Robert
gained practical experience in the industry through many years
working in investment management with merchant banks and fund
managers. His technical background, which includes tertiary
qualifications in economics, has ensured a smooth transition into a
personal financial planning role, which commenced during
1999.
Click
here to
view Robert's adviser profile.
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