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
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.
to view Russell's adviser profile.
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.
to view Chris' adviser profile.
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.
to view Lance's adviser profile.
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.
to view Ken's adviser profile.
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.
to view John's adviser profile.
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.
to view Robert's adviser profile.
Morgen joined Pentad Group's Client Service Team in mid 2006.
Since joining Pentad as a graduate, Morgen has had a particular
interest in specializing in insurance advice. Morgen's professional
qualifications include a Bachelor of Business in Financial Risk and
she has undertaken numerous specialist training courses focused on
insurance product selection and the technical aspects of
structuring insurance advice.
to view Morgen's adviser profile.