Our team will work with you to provide direction on your journey to get you where you want to be….
We will help simplify complex financial concepts and strategies to provide the insight and confidence to make decisions that will allow you to reach your optimal destination, both financially and in life.
PC has worked in the financial services industry for over 15 years of providing business advisory, taxation and superannuation consulting services. PC works with a diverse client base, including executives of listed companies, SME business owners, super fund trustees and individuals requiring holistic wealth management advice.
PC’s extensive business and industry expertise together with his international network of contacts enable him to develop comprehensive financial strategies to achieve clients’ lifestyle and financial goals and create a clear vision for his clients’ financial future. PC works in partnership with his clients to ensure transparency and clarity of the financial planning process.
In 2020 P.C. was a Finalist for Lonsdale’s ‘Financial Adviser of the Year’ Award.
• Bachelor of Business (Accounting)
• Bachelor of Business (Banking & Finance)
• Adv. Diploma of Financial Planning
• FASEA compliant as per Section 921B of Corporations Act 2001
• Member of CPA Australia
• Affiliate of the Financial Planning Association of Australia (AFP)
I am authorised by Lonsdale Financial Group Ltd to provide financial product advice in respect of the following classes of products to retail and wholesale clients;
• Basic and non-basic deposit products
• Government stocks, bonds & debentures
• Managed investments (including Investor Directed Portfolio Services)
• Risk insurance and insurance investment products
• Retirement savings accounts
• Self-Managed Superannuation Funds
Andy is passionate about quality financial advice and will spend time researching strategies to ensure the right fit for every client. Andy acts as a mentor to new members of the Parc team and is the ‘go to’ person for all Financial Advice questions. Andy possess extensive industry knowledge in the areas of portfolio construction and personal risk cover. With over 10 years of experience in the Financial Planning industry he is well equipped to assist our clients achieve their goals.
Being a parent, Andy knows too well the importance of having a financial plan in place. This is reflected in his passionate approach to assisting clients in all stages of life; plan, protect and achieve their financial goals and ambitions. Andy has a keen interest for knowledge and is constantly monitoring legislative and industry change, whereby he can assist and provide training for the financial advice team within the practice to ensure high quality advice is provided.
Andy’s attention to detail and commitment to achieve industry leading outcomes has allowed him to established himself as an essential member of our team and further enhances the ability of Parc Wealth Management to provide comprehensive and tailored advice to each of our clients.
• Bachelor of Business (Banking and Finance)
Michelle started in the Financial Planning industry in 1998 and has held positions in several Financial Planning firms before taking up a role at BT Funds Management in Business Development. After heading back to University to complete further study, traveling and taking some time off to raise a family, Michelle moved back into the Financial Planning arena. Her roles have included Client Services, Business Development and Paraplanning.
Michelle is the Practice Manager at Parc, and specialises in Compliance & Regulatory Requirements, Marketing, Communications and Practice Development. Michelle manages the On-Going Client Services offered by Parc Wealth Management.
• Bachelor of Commerce with Distinction – (Financial Planning and Marketing)
• Associate Diploma in Business
Sia has over 10 years of Business Administration experience and fulfills an integral role at Parc, managing the implementation of advice and portfolio administration for all our clients. Sia takes satisfaction in completing a task to a high standard and takes the utmost care, empathy and attention to detail when getting the job done.
Sia has extensive experience working in several Financial Advisory firms in Melbourne, Adelaide and Canada.
Sia is your dedicated client support person. She will proactively and professionally liaise with you and provide you with support that will exceed your expectations. She will keep you updated at every step of the Financial Planning process and is available should you ever require assistance.
• Diploma of Financial Planning
• Certificate III in Business Administration
Andrea brings many years of Financial Planning Administration experience to our team. Andrea is skilled in customer service and administration and will be your first contact point with Parc Wealth Management.
Andrea thrives on organising and improving processes to create an effective work environment that focuses on providing a positive client experience. She enjoys working within a team and supporting her co-workers to ensure we exceed our clients’ expectations.
Andrea is P.C.’s Personal Assistant, while also proactively assisting the Financial Planning team with all day-to-day administrative support.