Barry commenced his career in the Financial Services Industry in July, 1970.
Barry’s qualifications, achievements and professional association memberships are –
Barry is the current Chairman and a Director of the Illawarra Turf Club Limited (Kembla Grange Racecourse); past Director of Matrix Planning Solutions Ltd; past Director of Adviser IT Ltd and O&B Ltd; past Chairman, Treasurer and Director of Cronulla Bowling Club Limited; past Director of Cronulla-Sutherland Leagues Club Limited and past State Councillor of the Association of Financial Advisers.
David commenced his career in the Financial Services industry in 1997 and has a wealth of knowledge and experience in providing Clients with strategic, investment and insurance advice. David is a NSW Justice of the Peace.
David’s qualifications and professional association memberships are –
Megan commenced her career in the Financial Services business in 1995 and has successfully completed the Advanced Diploma of Financial Services (Financial Planning), Self Managed Superannuation Fund and Management studies.
Megan’s responsibilities include office and staff management, financial controller, staff training and providing assistance to Clients. Megan is a NSW Justice of the Peace.
Kylie commenced employment with Concept Financial Services in May, 2021. Kylie’s duties include office administration, client services and portfolio review preparation.
Kylie has over nine years previous experience in the Financial Services Industry and has recently come from working six years in State Government as Executive Assistant/Office Manager to the Minister for Police and Minister for Emergency Services.