Martin Smith Financial Planner

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1 Introducing your Bridges financial planning team Griffith and Sydney Griffith office Stephen Lewis Branch Manager Michael Rizzo Martin Smith With over 20 years experience in the banking and finance industry, Stephen is committed to providing quality and personalised advice to clients as well as ongoing service. Michael joined Bridges in 2010 and has worked in the banking and finance industry since He has over 16 years experience in financial planning during which time Michael gained strong technical knowledge in pre and post retirement planning, investment advice, superannuation strategies including self-managed super funds and succession planning. Martin has worked in the financial planning industry for over 21 years and joined Bridges in Stephen joined Bridges in 2003 and works across the Griffith and Sydney areas. Stephen is a member of the Association of Financial Advisers (AFA) and has completed the Advanced Diploma of Financial Michael has completed the Advanced Diploma of Financial Planning and is a member of the Association of Financial Advisers (AFA). Griffith office Centrepoint Complex, 5/31-43 Ulong Street Griffith NSW 2680 Telephone: [email protected] As a Certified professional since 2000, Martin is able to provide advice on the full spectrum of financial planning and specialises in the areas of aged care and Centrelink advice. Martin holds a Diploma of Financial Services (Financial Planning) and is a long term member of the Financial Planning Association (FPA).

2 Griffith office continued Maree Puntoriero Paraplanner Maree joined Bridges in 2005 as personal assistant to Stephen Lewis. Her commitment, attention to detail and customer service focus has seen her progress within the group to a client service manager and is now a paraplanner, preparing financial advice documents for all six planners across Griffith and Sydney. Maree is a Justice of the Peace, holds a Bachelor of Business Administration, Diploma in Financial Services (Financial Planning) and is nearing the completion of the Advanced Diploma in Financial Services. Leanne Crack Leanne joined Bridges in March 2013, after working with Martin Smith at PinnacleHPC for 4 years. Leanne assists Martin with the management and administration of his client portfolios. With strong customer service, Leanne s attention to detail ensures all client queries are handled professionally, timely and efficiently. Leanne holds a Restricted Authorised Representative Authority from Bridges. Catherine Stevenson After working in the banking industry for seven years, Catherine joined the Bridges team in 2008 as a personal assistant. Her current role involves assisting Michael Rizzo with various client enquiries, transaction requests and the ongoing administration of client portfolios. Catherine has over 14 years experience in the financial services industry and is responsible for dealing with all client enquiries effectively, ensuring client needs are met in a timely, professional and friendly manner. Louise Bennett Louise joined the Bridges team in August 2013 as a personal assistant for Stephen Lewis to assist with the administration management of client portfolio. She brings to the team exceptional professionalism, a courteous attitude and quality administration and customer service. Louise enjoys the diversity of her role and working with both the clients and the dynamic and professional team at Bridges. Catherine is a Justice of the Peace for NSW and holds a Restricted Authorised Representative Authority from Bridges. Having this authority allows Catherine to assist with the preparation of financial plans, receipt and execution for direct share purchases and sales on a nil advice basis. 2

3 Bella Vista office Glenn Peers Branch Manager Glenn has over 25 years experience in the financial services industry, with the last 12 as a financial planner with Bridges. Glenn s vast experience allows him to help clients implement comprehensive investment, retirement and estate planning strategies. Glenn holds a Bachelor of Commerce Degree, an Advanced Diploma of Financial Services and is a Fellow Chartered Financial Practitioner. He is also a member of the Association of Financial Advisors (AFA). Dianne Bugden Dianne has over 31 years experience in the financial services industry and joined Bridges in Dianne provides valuable input into the ongoing management and administration of client portfolios, with strong technical knowledge in superannuation and insurance. Dianne completed the Diploma of Financial Planning in 2009 and is a Justice of the Peace. Kerrie Peers Kerrie is married to Glenn Peers and joined Bridges in 2009 after taking time to help raise their three daughters. She works on a part-time basis as a personal assistant to Glenn. Prior to this, Kerrie worked for a major financial services company for 15 years in both customer service and team leadership roles. Bella Vista office Atlas Norwest, Suite 411, Level Brookhollow Avenue, Norwest Business Park Baulkham Hills NSW 2153 Telephone: [email protected] 3

4 Miranda office John Corkill John has worked in the financial services industry as a senior financial planner for 12 years. Prior to this, he was a Certified Practicing Accountant (CPA) with extensive public practice experience specialising in taxation. John holds a Bachelor of Business (Acc) and has completed the Advanced Diploma in Financial Services (Financial Planning) as well as a Bachelor of Business Degree (Finance and Accounting). John is a member of the Association of Financial Advisers (AFA). Stephen Lewis With over 20 years experience in the banking and finance industry, Stephen is committed to providing quality and personalised advice to clients as well as ongoing service. Stephen joined Bridges in 2003 and works across both the Griffith and Sydney areas. Stephen is a member of the Association of Financial Advisers (AFA) and has completed the Advanced Diploma of Financial Emma Hindes Emma joined Bridges in 2014 after working in hospitality for 12 years where she learnt the importance of flexibility, effective communication and time management. Emma assists John Corkill with the administration of client portfolios. Her vast experience in a customer service environment ensures all client enquiries are handled efficiently. Emma s love of learning and being challenged are displayed in her decision to take French classes through a local college while also studying for the Diploma of Financial Planning. Miranda office Suite 18, Gibbs Street Miranda NSW 2228 Telephone: [email protected] 4

5 Chatswood office Jamie Andersen Jamie has worked in the financial services industry for over 18 years in Treasury and financial markets areas of some of Australia s largest banks. He has also provided financial advice to clients in a large CBD-based accounting firm. Jamie has been a financial planner since 2002 and joined Bridges in He holds a Business Degree (Finance and Accounting) and has completed an Advanced Diploma of Financial Karen Rae Karen has worked in the financial planning industry since 2000, specialising in client services and assisting financial planners with administration. Karen joined Bridges as a personal assistant in 2004 and currently assists Jamie Andersen with the management and administration of his client portfolios, providing clients with administrative care and personalised service. She is responsible for the implementation of financial advice, client enquiries and the day-to-day running of the office. Jamie has also received the ALPA ASX Listed Securities Accreditation and is a member of the Association of Financial Advisers (AFA). Chatswood office Suite 404, Level 4, 15 Help Street Chatswood NSW 2067 Telephone: [email protected] Bridges Financial Services Pty Ltd (Bridges). ABN ASX Participant. AFSL No Part of the IOOF group WMA