Phone: (02) 6382 3755
Email:
When working with Back to Back, you have a whole team of people there to assist and support you going forward. All these people work in these areas exclusively, allowing them to develop expertise in what they do and develop contacts to make the process much smoother. Here’s how it works...
- Your advisor is the one who will work with you on defining your goals and discussing with you how your plan will help you achieve these goals going forward. They will also be the one you meet with on a regular basis to make sure things remain on track.
- Your paraplanner will be the one who will do all the in depth research into your financial position and also makes sure all the technical aspects of your planning needs are dealt with correctly.
- Your client support manager will take care of all the paperwork hassles to make sure the job gets done properly.
- Your mortgage consultant will seek out the bank that will provide you with the right loan product and help you through the maze of applications and supporting documents to get that loan in place and on time.
- Your client review manager will contact you regularly to update your circumstances and prepare any review documents in advance of your review appointments as well as assist with any alterations that may result from your review.
- Financial Planner since 1990
- Diploma of Financial Planning from the Deakin University
- Certified Financial Planner (CFP)
- Member of Financial Planning Association of Australia
Q: Where did you grow up?
Our family property near Harden. One of eight children.
Q: What is the best lesson you’ve learnt along the way?
There is nothing I can’t achieve if I work hard enough.
Q: What is the best piece of advice you have been given?
Practice the 6 P’s - proper prior planning prevents pissweak performance “Justin O’Connor”.
Q: What is the common, philosophical theme that underpins you work/life?
Don’t just wish for it- make it happen!
Q: What is the best thing about working at Back to Back?
Being able to lead an awesome team of people and the privilege to look after such great clients.
- SMSF Specialist Advisor (SSA)
- Diploma of Financial Planning
- Certified Financial Planner (CFP)
- Diploma of Financial/Mortgage Broking Management (FMBM)
Q: Where did you grow up?
When I was 8, Dad threw in his life as an accountant and became an academic. Over the next 8 years we moved to England, then Townsville and then finally Tassie where I finished my HSC and then moved on to Sydney Uni.
Even though I have lived in Cootamundra and Young for the past 25 years I still think of Tassie as home, and always get excited at the thought of getting back there...not often enough these days.
Q: What was your first job and what career path have you since taken?
Through school and Uni I worked as a furniture removalist for 5 years...it was a great job. I studied Vet Science at Uni and worked for 13 years as a country vet, specialising in horses.
My first vet job was in Cootamundra, I started the Christmas of the 1986/87 bushfires and one of my first patients was a singed possum. My last job was one of the highlights of my career, working at the Sydney Olympics as a vet in the 3 Day Event.
Q: What’s your favourite movie?
"The Castle" it’s a movie that I made my kids watch until they liked it. It's still one that we put on and watch together occasionally, even though we’ve seen it so many times.
Q: What are you passionate about?
Education...it's the solution to most of the worlds problems.
Q: Which person, living or dead would you most like to meet?
Nelson Mandela – he has seen life from both ends of the food chain. From poverty and persecution to wealth and fame. He is an amazingly humble man...to meet him would simply be an honour, however I’m sure I would be speechless!
Q: What dream do you still want to fulfil?
My top three would be to:
- Compete in the Sydney to Hobart Yacht race
- Learn a musical instrument – the harmonica (does that count?)
- Learn another language
Q: What 5 words best describe you?
- Perfectionist
- Giving
- Humble
- Bad Dancer...but I still love disco
- Food (and coffee) snob
- Financial Planner since 2007
- Diploma of Financial Planning
- Certificate IV in Financial Services (Finances and Mortgage Broking)
Q: Where did you grow up?
Camden, NSW
Q: Name 3 things you can’t leave home without?
Car Keys, Glasses, Penrith Panthers Jumper.
Q: What is the common, philosophical theme that underpins your work/life?
Respect for others.
Q: What inspired you to follow a career in finance?
I have always been in interested in the finance industry and I have a love of numbers.
Q: What are your inspirations in life?
My children.
Q: What 5 words best describe you?
Dependable , Reliable, Friendly, Trustworthy, Approachable.
Q: What has been the highlight of your career so far?
Being awarded AMP Young Planner of the Year 2007.
Q: - What was your first job and career path?
I worked for the Dept. of Social Security for 15 years and then became a financial planner.
Q: What is your proudest career achievement?
Being a member of Personal Investor / Smart Investor Masterclass of top 50 Financial Planners 10 times.
Q: What is your favourite movie?
The Dead Girl
Q: What is the last book you read?
Kafka on the Shore by Haruki Murakami.
Q: Where did you grow up?
Gerringong NSW. Back then a small coastal town where everyone knew each other and no one locked their door.
- Financial Planner since 2007
- Diploma of Financial Services
Q: What were your childhood interests?
I always wanted to be a paleontologist and discover a dinosaur bone.
Q: What was your first job? What career path have you since taken?
My first full time job was here at Back to Back over five and half years ago. Prior to this I had casual jobs in pubs whilst studying full time at university. I decided to switch from studying full time to working full time and only studying part time, as I was keen to get into the workforce and make a difference.
Q: Name 3 things you can’t leave home without?
My Roxette Greatest Hits DVD, my Roxette Greatest Hits CD and shoes.
Q: What is the best piece of advice you have been given?
Every minute you spend sad, stressed or angry is a minute of happiness you can’t get back.
Q: What is the common, philosophical theme that underpins your work/life?
Success only comes from hard work and dedication.
Q: What has been your best decision?
To say yes to my now fiancée when he asked me to marry him?
Q: What are you passionate about?
Making sure everyone around me is getting the most out of life.
- Financial Planner since 2012
- 2012 Diploma of Financial Services
Q: Where did you grow up?
Auckland, New Zealand
Q: What was your first job? What career path have you since taken?
My first job was a hairdresser. I started at Back to Back in July 2006 and have progressed my way to become a qualified Financial Planner and assisting in the daily running of the office.
Q: What is the best piece of advice you have been given?
Keep trying, Keep believing and be happy.
Q: What is the best thing about working at Back to Back?
The commitment the whole office shows to looking after all of our clients. Regardless of what needs to occur, as a team we strive for what is best for the client depending on their individual situation.
Q: What are your strengths?
Good work ethic and my willingness to try anything.
Q: What are your inspirations in life?
To be the best role model, especially to my daughter and give everyone the ability to learn.
Q: Where did you grow up?
Harden-Murrumburrah.
Q: What were your childhood interests?
Reading, exploring, swimming and cooking with my Grandmothers.
Q: What was your first job and what career path have you taken since then?
When I left school I obtained a traineeship with GGM Lawyers in Young, I then attended University for a year to study Medical Radiation Science, I was involved in a work accident which set me back, so I decided my career choice was no longer practical. I moved to Canberra and pursued a career in law, working in both Family & Personal Injury Law. I was a paralegal and MVA claims consultant for one of the leading personal injury law firms in the ACT. I am currently studying to become a Conveyancer, working full time at Back to Back and working part time at the Harden Country Club!
Q: What's the best lesson you've learnt along the way?
Good things don’t come to those who wait, they come to those who work hard for them.
Q: What are your strengths?
I am honest, organised, reliable and hard working.
Q: What are your sporting/cultural interests?
Antiques, cooking, travel and rugby union.
Q: What is the common, philosophical theme that underpins your work/life?
Work as hard as possible, while you still have the capacity to do so.
Q: What inspired you to follow a career in finance?
When I purchased my first home in Harden I did not like the idea of travelling to Canberra every day for work- but I still wanted to be able to work in a field that was both challenging and rewarding, the financial industry fulfilled this desire.
Q: What is the best thing about working at Back to Back?
Learning something new every day and being surrounded by such supportive and kind co-workers.
Q: What is your favourite movie?
The Longest Ride.
Q: Name three things you are?
A lousy singer, always up for a chat and considerate of others.
Q: What is the common, philosophical theme that underpins your work/life?
Carpe Diem (Seize the day)
Q: What are your interests?
Any sport except sailing and curling pretty much.
Q: Which person living or dead would you most like to meet?
I have a short list of three that I can't split, even though Tim stole one of them. Nelson Mandela, Hamish & Andy and Sir Alex Ferguson... sorry Tim.
Q: What is the best thing about working at Back to Back?
The sense of community between staff and clients.
Q: What is your favourite quote?
Mmmm tough one. I'll lock in "What'd ya call this Darl?" - Darryl Kerrigan, The Castle (gets me every time).
Q: Where did you grow up?
Yass and Young.
Q: What were your childhood interests?
Tennis and Clarinet.
Q: What was your first job? And what career path have you taken since then?
Tennis coaching, waitress.
Q: What dream do you still want to fulfil?
Degree in chemical engineering.
Q: Where did you grow up?
I grew up in Cowra and moved to Young at the beginning of high school where I’ve stayed. I have two older brothers.
Q: What was your first job and what career path have you taken since then?
My first job was here at Back to Back. I started when I was 15 and in year 11 at high school where I would work in the afternoons after school. I plan on going to the University of Wollongong where I will study a bachelor of Engineering/Science in 2017.
Q: What are your sporting/cultural interests?
I used to play soccer and the piano as a kid.
Q: What is the common, philosophical theme that underpins your work/life?
Trying and failing is better than not trying at all.
Q: What is the best thing about working at Back to Back?
The great, helpful team atmosphere.
Q: What is your favourite quote/motto?
“What is this? A centre for ants?” – Derek Zoolander, Zoolander.
Q: Where did you grow up?
Young, NSW.
Q: What was your first job and what career path have you taken since then?
My first job was at Big W as part of the Night Fill team in 2012. I then commenced work at Back to Back as the ‘filing boy’ in late 2012. In 2014 I had my ‘gap year’ with Back to Back and became a new member of the Review Team. I commenced my first year of University in 2015 in Wollongong whilst still working with Back to Back externally. I am currently studying a Bachelor of Health and Medical Science (Advanced Hon) and continue to work with Back to Back on a Part Time basis.
Q: What is the best piece of advice you have been given?
Never Settle
Q: What are your sporting/cultural interests?
I enjoy most sports in particular Football (Soccer) and Swimming.
Q: What does an average day involve for you?
Big breakfast, a swim at the beach, work or Uni.
Q: What is your favourite movie?
Good Will Hunting.
Q: Where did you grow up?
I grew up in Sydney and only moved to young in 2015.
Q: What’s the best lesson you’ve learnt along the way?
I have learnt to never give up my dreams no matter what life throws at you, as long as you work hard you will succeed.
Q: Name 3 things that you can’t leave home without?
My phone, Credit Card and car keys.
Q: What is the best piece of advice you have been given?
Never listen to what others have to say, to stay strong and follow my dreams.
Q: What are your interests?
I love to bake cakes even though I’m not good at it, I also love to watch my kids play and enjoy themselves.
Q: What is the best thing about working at Back to Back?
At Back to Back it doesn’t feel like you work in a office, it’s a big family and most of the time it feels like no wants to leave.
Q: What are your strengths?
Working hard and never giving up on learning and exploring new ideas.
Q: What inspired you to follow a career in finance?
I’m currently studding a Bachelor of accounting and was intrigued to learn more about what happened in the world of financial planning.
Q: What has been your best decision?
The best decisions I have made in my life is to have my three beautiful children, and then the decision to go back to uni and continue my degree.
Q: What were your childhood interests?
Playing sports such as Soccer and Basketball.
Q: What was your first job and what career path have you taken since then?
My first job was at a fast food restaurant. I was also doing a lot of volunteering at the local Council at the time.
Q: What’s the best lesson you’ve learnt along the way?
That with hard work and determination, anything is possible.
Q: What are your sporting/cultural interests?
Mainly motorsport and soccer.
Q: What is the best thing about working at Back to Back?
Working in a friendly environment with people that love what they are doing.
Q: What is your favourite quote/motto?
“There is no elevator to success, you have to take the stairs”
Q: Where did you grow up?
Born in Harden move to Young when I was 10.
Q: What were your childhood interests?
I participated in a sport/activity every day of the week growing up i.e. Ballet, Netball, Little Athletics, Swimming, Gymnastic. I was very active.
Q: What are your interests?
Sporting / Cultural – Gardening, music and reading.
Q: What are your strengths?
Hardworking, organised and willingness to learn.
Q: What is your favourite quote/motto?
“If someone offers you an amazing opportunity and you’re not sure if you can do it, say yes – then learn how to do it later” – Richard Branson.
Q: What is the best thing about working at Back to Back?
The opportunity to learn something new every day.
Q: Where did you grow up?
I grew up in Young.
Q: What were your childhood interests?
My childhood interests were reading lots of books, because nothing good will ever come from playing sport.
Q: Name three things you can't leave home without?
I can’t leave the home without a cup of tea, my earphones and a touch of mascara (I have albino lashes!)
Q: What was your first job?
My first job was working for my mother’s homemade cordial business. Travelling to shows and markets every weekend.
Q: What are your interests?
My cultural interests are travel and theatre.
Q: What is the best thing about working for Back to back?
The best thing about working for Back to Back is the great team environment and the opportunity to learn and progress.
Q: Where did you grow up?
Grenfell
Q: What is the best piece of advice you have been given?
Do not think you know everything, you will learn something new each day, which is true.
Q: What is the best thing about working at Back to Back?
Learning things that I had no idea about that can help me prepare for the future.
Q: What are your strengths?
I'm willing to give anything a go and attention to detail.
Q: Name three things you are?
A mother, wife and hard worker.
Q: Where did you grow up?
Young
Q: What is the best piece of advice you have been given?
Always be positive and try your best.
Q: Name 3 things you can’t leave home without?
Mobile phone, key card and car key.
Q: What are your interests?
Netball, cooking, spending time with loved ones.
Q: Where did you grow up?
Young, NSW
Q: Name three things you can’t leave home without?
Phone, Jewelry on and Wallet.
Q: What is the best piece of advice you have been given?
Sometimes you have to fall before you Fly.
Q: Favorite place in the world?
The Greek Islands.
Q: Favorite Movie?
Longest Ride.
Q: What is your proudest achievement?
Completing School.
Q: Favourite Movie?
Usual Suspects
Q: What 5 words best describe you?
Passionate, Motivated, Inquisitive, Strong-minded and Intelligent.
Q: Which person living or dead, would you most like to meet?
Ridley Scott.
Q: What dream do you still want to fulfil?
To live in New York.
