Practice Manager & Authorised Representative of Consultum / Senior Financial Planner / CFP® / B. Com / Grad Dip FP
Jonathon has been providing advice and assistance to clients since 2006, in all financial planning areas. Jonathon is committed to providing professional service and building long term relationships with clients. Jonathon holds a Graduate Diploma of Financial Planning as well as a Bachelor of Commerce degree from the University of Tasmania.
Authorised Representative of Consultum / Senior Financial Planner / Dip FP / FChFP
Tony has over 35 years' experience in the financial services industry. Tony has a Diploma in Financial Planning and has completed a Certificate in Financial Markets Securities (FINSA), Estate Planning Master Class Business Law Education Centre, Business Succession Australia Ltd Master Class and holds the professional designation of Fellow Chartered Financial Practitioner with the Association of Financial Advisers (AFA). Tony is committed to providing long term service and advice to enable client’s to achieve their stated goals and objectives.
Practice Support Officer
Patrice commenced with SMF Wealth Management in 2019 and in total has 35 years’ experience working in the financial services industry.
Patrice’s role is to assist with client queries and administration requirements of the Hobart office including providing financial planning support to the advisers.
Practice Manager & Authorised Representative of Consultum / Senior Financial Planner, Grad Dip Fin Plan / Dip FP / FChFP
Nathan Menegon began his career in financial services in 2002. His primary role is to provide professional and strategic financial advice. Key to this is helping clients to achieve lifestyle and financial goals. Nathan holds a Graduate through Kaplan Professional and a Diploma of Financial Planning through Deakin University. He also has completed and holds the professional designation of Fellow Chartered Financial Practitioner with the Association of Financial Advisers (AFA).
Authorised Representative of Consultum / Senior Financial Planner, MFinPlanning GCertFinPlanning AFP®
Tiffany has worked in financial services since 2000, and as a Financial Planner since 2013. Tiffany holds a Master of Financial Planning (Griffith University) and received the Griffith Award for Academic Excellence - 2020.
Her advice style fosters meaningful conservation in order to provide strategic financial advice for her clients to achieve their financial goals and lifestyle aspirations.
Authorised Representative of Consultum/ Para planner and Financial Planner / Adv Dip FP / BBus
Josh commenced employment within the financial services industry in 2014. He holds a Bachelor of Business from the University of Tasmania and an Advanced Diploma of Financial Planning from Kaplan Professional. Josh assists clients to achieve their financial and lifestyle goals through the implementation and development of strategic advice. Josh further assists the senior advisers with paraplanning services and financial plan generation and support.
Financial Planning Support Manager
Susan Gillman commenced employment with SMF in December 1990. Her primary role is to provide financial planning support and administration assistance to advisers in the Launceston office. Susan also manages the day to day running of the office and the administration staff.
Practice Support Officer
Kirsten commenced employment with SMF in February 2002. Kirsten sees to the administration requirements of the Launceston office and provides financial planning support to the advisers.