President Financial Services Pty Ltd

PERSONNEL

Organisational Chart   Key Corporate Super contacts highlighted in blue

Organisational chart




David Pratt JP CFP®
Financial Planner & Director
Authorised Representative of AMP Financial Planning Pty Ltd
ABN 89 051 208 327 AFS Licence No. 232706


David has been in the Financial Services industry since 1990. David has completed a Diploma of Financial Planning, is a CERTIFIED FINANCIAL PLANNER™ and is a member of the Financial Planning Association. David is also a Justice of the Peace.



Simon Edwards CFP® B.Bus CIP
Financial Planner & Director
Authorised Representative of AMP Financial Planning Pty Ltd
ABN 89 051 208 327 AFS Licence No. 232706


Simon commenced in the Financial Services industry in 1990. Simon has a Bachelor of Business - Insurance and is a Certified Insurance Professional (CIP). He has also completed a Diploma of Financial Planning, is a CERTIFIED FINANCIAL PLANNER™ and is a member of the Financial Planning Association.



Robert Fernandez CFP® CIP
Financial Planner & Director
Authorised Representative of AMP Financial Planning Pty Ltd
ABN 89 051 208 327 AFS Licence No. 232706


Robert has worked in the Financial Services industry since 1983 and has completed a Diploma of Financial Planning. Robert is a CERTIFIED FINANCIAL PLANNER™ and a Certified Insurance Professional (CIP). He is also a member of the Financial Planning Association.



Paul Symons CFP® CIP
Practice Manager
Authorised Representative of AMP Financial Planning Pty Ltd
ABN 89 051 208 327 AFS Licence No. 232706


Paul has over 30 years experience in the Financial Services industry and is a Certified Insurance Professional (CIP). He has completed a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™. He is also a member of the Financial Planning Association.



Kristen McNiece
Corporate Superannuation Specialist

Kristen commenced in the Financial Services industry in 1990. Kristen has completed the ASFA 100 course (Association of Superannuation Funds of Australia) and holds a Certificate III in Business Administration.



Harold Veitch
Financial Planner
Authorised Representative of AMP Financial Planning Pty Ltd
ABN 89 051 208 327 AFS Licence No. 232706


Harold has over 40 years experience in the Financial Services industry. Harold has completed numerous training courses with both AMP and industry bodies.



Brock Stephens
Financial Planner
Authorised Representative of AMP Financial Planning Pty Ltd
ABN 89 051 208 327 AFS Licence No. 232706


Brock has worked in the Financial Services industry in both Australia and the UK. He has been a Financial Planner since 2001.



Barbara Lessels
Personal Assistant

Barb has been a member of the President team for since 1989 and holds a Certificate III in Business Administration. Barb provides support to both clients and our Financial Planners.



Kim Richardson
Personal Assistant

Kim has been a member of the President team since 1998 and holds a Certificate III in Business Administration. Kim provides support to both clients and our Financial Planners.



Diann Ross
Administration Manager

Di has been a member of the President team since 1989. Di manages the day to day finances for our practice.



Samantha Haines
Paraplanning Administrator

Sam has worked in the Financial Services Industry for 13 years. Sam provides support to our Financial Planners and clients.


CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned outside the U.S. by the
Financial Planning Standards Board Ltd and are used by the FPA under licence.



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What you need to know: Any advice on this page is provided by President Financial Services Pty Ltd, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP). AMPFP holds an Australian Financial Services Licence (No 232706). The advice on this page is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current product disclosure statement.

For further details including the financial services we can offer you and how we are remunerated, please read the Financial Services Guide.pdf