Our Team

David Banfield

Experience: Commenced in the financial services industry in 1984.

Qualifications: Diploma of Financial Planning.

Memberships: Associate Member of the Financial Planning Association of Australia

Joe Di Mauro

Experience: Commenced in the financial services industry in 2000.

Qualifications: CERTIFIED FINANCIAL PLANNER ® , Bachelor of Commerce, Diploma of Financial Planning

Memberships: CFP® Member of the Financial Planning Association of Australia (FPA)

Monica Nguyen

Experience: Commenced as a financial planner at TIPS 2012

Qualifications: Advanced Diploma of Financial Planning

Simon Johnson

Experience: Worked in the Australian Financial Services since 2004.

Qualifications: Bachelor of Commerce,

Advanced Diploma of Financial Services (Financial Planning),

Fellow Chartered Financial Practitioner (FChFP)

Memberships: Australian Financial Advisers Association Member

Support Staff

Alison Wolton, Debbie Panzich and Brad Mansfield.

Providing administrative and back office support for the five advisers.

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How can I build my retirement nest egg?
How can salary packaging work for me?
How can I maximise and secure my retirement benefits?
Will my family be financially secure if I'm not around?