Certified Financial Planner®, CFP®, Dip FP, Assoc. Dip Bus (Acctg), JP
Warren commenced as a financial adviser in 1993 and since then, has been assisting clients in our local region, with their financial planning needs.
Warren holds an Associate Diploma of Business (Accounting), Diploma of Financial Planning, is a Certified Financial PlannerTM, a member of the Financial Planning Association of Australia and an Authorised Representative of Count Financial Limited, AFSL 227232.
Warren has met rigorous Professional Standards and adheres to the Principles of Integrity, Objectivity, Competence, Fairness, Diligence, Professionalism, Confidentiality and Compliance.
He has extensive experience in the financial services industry in assisting clients with their broad range of financial planning requirements. From this experience, Warren has an ability to understand the client's needs from their perspective, and is able to develop solutions to suit their individual needs.
In 2003, Warren purchased Denis Hawkins Taxation, and established Personal Tax and Planning Pty Limited. Personal Tax and Planning provide an individual income tax return service, as well as access to the broad range of Financial Planning services through Count Financial Limited.
In April 2007 Personal Tax & Planning combined their Financial Planning expertise with the Accounting and business advisory expertise of GPB Partners Pty Limited, to provide a more holistic service for all clients.
Outside of work Warren enjoys water-skiing and surfing, or pursuing his interest in most types of motor sport.
FINANCIAL PLANNER – PERSONAL TAX AND PLANNING, B. COMM (FIN & ECON), DFS (FP)
Jack is an Authorised Representative of Count Financial (licence number 459181), employed by Personal Tax & Planning Pty Ltd. Jack has over 7 years of experience in the Finance and Accounting Industry.
Jack attained his Bachelor of Commerce (Finance and Economics Majors) through The University of Newcastle in 2012 and his Diploma of Financial Services (Financial Planning) through Kaplan in 2012. Jack is a member of the Financial Planning Association and is in the process of becoming a Certified Financial Planner. Jack spends free time with wife Lucinda and their two young children, Byron & Ollie.
Assistant to Financial Planner – Adv. Dip FS (Fin. Planning), JP
Janelle has over 10 years’ experience in Financial Planning and a further 18 in the Banking and Finance industry.
Janelle completed her Advanced Diploma in Financial Services through Kaplan Education in 2013. Janelle is responsible for the administration and implementation of client files. Outside of the office Janelle enjoys spending time with husband Warren as well as participating at parkrun and other running events.