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Our Team

 

 

 

 

Barry Vandenbergh CFP, FAFA, JP

Managing Director and Financial Adviser

 

Barry commenced his career in the Financial Services Industry on July 1, 1970. 

 

Barry’s qualifications, achievements and professional association memberships are -

  

*  Certified Financial Planner

*  Fellow of Association of Financial Advisers

*  Member of Financial Planning Association of Australia

*  Life Member USA-based Million Dollar Round Table

*  Life Member Million Dollar Round Table “Top of the Table”

*  Diploma of Australian Insurance Institute

*  Speaker at Financial Planning Conferences throughout

   Australia and overseas

*  Consultant to leading Australian Financial Planning

   Advisers with business development

*  NSW Justice of the Peace

 

Barry is a Director of Matrix Planning Solutions Ltd, Treasurer and Director of the Illawarra Turf Club and past Chairman and Director of Cronulla Bowling Club.

 

Click here to view Barry’s Financial Services Guide

 

Barry can be contacted at bvandenbergh@conceptfs.com.au

 

 

 

Megan Harvey Adv. Dip. FS (FP), JP

Practice Manager and Senior Paraplanner

 

Megan commenced her career in the Financial Planning Industry in 1995 and has completed the Advanced Diploma of Financial Services (Financial Planning).

 

Megan assisted with the establishment of Concept in 2004 and is responsible for office and staff management, paraplanning and support and assistance to Clients.  Megan designed and maintains our website.  Megan is a NSW Justice of the Peace.

 

Megan can be contacted at mharvey@conceptfs.com.au

 

   

Michelle Lawson JP

Administration Assistant

 

Michelle provides assistance with all business administration matters and office support and has been with the company since 2006.

 

Michelle previously worked for over ten years with the NSW Parliament and is a NSW Justice of the Peace.

 

Michelle can be contacted at mlawson@conceptfs.com.au

 

 
   
 
   
     

© Copyright 2008 Concept Financial Services Pty Ltd (ABN 12 109 790 481) is principal agreement holder and

an Authorised Representative of Matrix Planning Solutions Limited AFSL No. 238256 (ABN 45 087 470 200)