AUSTRALIAN FINANCIAL ADVISERS & AFA MORTGAGE SOLUTIONS DARWIN

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1 AUSTRALIAN FINANCIAL ADVISERS & AFA MORTGAGE SOLUTIONS DARWIN

2 ABOUT US OUR SERVICES Australian Financial Advisers (AFA) has a proud history of helping people realise their lifestyle goals and achieve financial independence and security. With over 150 years of combined experience in the financial planning and mortgage brokerage industry, you can be certain that you are receiving the highest standard of advice and service at all times. First established in Katherine in 1986, AFA has expanded to the east coast of Australia with offices in Queensland and New South Wales. In true Territory style, AFA understands your needs and the financial and lifestyle gains that we all desire. Afterall, it s about more than just money! We can help secure your financial future by finding the right investment solution, family protection mechanism, debt reduction strategy, savings funds and retirement planning methodology. AFA provides services in the following areas: RETIREMENT PLANNING Accumulation Retirement Tax effective strategies WEALTH ACCUMULATION Wealth accumulation strategies Diversification & risk management Tax minimisation DEBT MANAGEMENT Budget monitoring Gearing strategies CLIENT EDUCATION RISK MANAGEMENT Asset & incomes protection strategies Estate planning MORTGAGE SOLUTIONS Determination of borrowing needs and ability Loan selection assistance Settlement process management We are strategically aligned and enjoy a close relationship with AFA Insurance Brokers. Our clients leverage from these value adding and highly competitive services. We also offer best fit mortgage solutions for those wishing to purchase a home or invest in property. At AFA we are passionate about client education so the best decisions can be made to suit an individual s lifestyle and life circumstances. We regularly hold free workshops either on site or at central locations in areas such a wealth creation, the share market and property investment. On a weekly basis we communicate with our clients and stakeholders through facebook and we encourage people to like our page which is Australian Financial Advisers & AFA Mortgage Solutions Darwin. Our other interactions include regular client reviews, product updates and economic forecasting.

3 OUR TEAM DWAYNE HAMEISTER, MANAGING PARTNER, AFA DARWIN Dwayne Hameister started his career in the financial services sector in 1986 when he commenced work with one of the major banks in Adelaide. He quickly escalated through the ranks and found himself working throughout the South Australian regions. In 1996 he was posted to Alice Springs where he quickly developed a love for the Territory lifestyle. Three years later he was posted to Darwin and in 2002 was headhunted to join the AFA team. With over twenty-eight years of experience in the finance sector, Dwayne is a Certified Financial Planner and has an Advanced Diploma in Financial Services. In his role as Managing Director, Dwayne continues to grow the business through outstanding financial knowledge and a superior approach to customer service. Dwayne s easy-going nature and personable approach makes complex decisions a more enjoyable experience and he takes pleasure in assisting clients to achieve their financial goals and objectives. KERRY MCKENZIE, MORTGAGE SOLUTIONS SPECIALIST Kerry McKenzie, a partner with Australian Financial Advisers, commenced her career in 1984 when she first worked with one of the major banks in South Australia. Realising her passion for the industry, her performance saw her rapidly promoted. In this time, Kerry worked as a lending officer and personal banker before completing a real estate course in When she was offered the opportunity to join AFA as a mortgage consultant, she realised her passion was in finance. Kerry finds enormous satisfaction in helping clients find the best possible loan solution, all for no charge. Her service continues after settlement. Clients are free to call or with any new lending questions or questions on existing loans. Kerry also takes pride in building trusting relations with her clients. Her outstanding customer ethos has earned Kerry a number of accolades including a Professional Excellence Award. Kerry also works in partnership with Raine and Horne to assist clients looking to buy a home. Kerry s qualifications include Certificate IV in Financial Services and Diploma of Financial Services.

4 NOEL LAND, FINANCIAL PLANNER Noel has been involved in insurance and financial services since he first left school in In 1976, Noel moved to the Northern Territory and subsequently held various roles with MLC including Northern Territory Manager, from 1986 to Noel has also been involved with community based organisations, including a stint managing the affairs of the local YMCA from 1998 to He is a Life Member of YMCA and the Kiwanis Club of Casuarina. Nowadays, Noel undertakes more of a back-up role and is involved in compliance function. His love of detail & penchant for reading ensures that the local AFA team is up to date on important matters that affect both the organisation and their clients. Noel s plethora of qualifications includes Certified Financial Planner, Bachelor of Business (Management), Graduate Diploma of Education, Graduate Certificate in Legal Studies, Diploma of Financial Planning and Diploma of Life Insurance. JOCELYN CULL, EXECUTIVE RELATIONSHIP MANAGER Jocelyn Cull joined the AFA team in She has extensive experience working with the construction and resources sector, as well as government bodies, community and not-for-profit organisations. Her areas of expertise are in corporate communications, business development and one-on-one or group level facilitation. ANGELO MAGLIERI, FINANCIAL PLANNER AFA Darwin Director and Financial Adviser, Angelo Maglieri is a born and bred Territorian. Starting work in the public sector, Angelo was headhunted by the AFA team in 1996 to take on the role of Fire and General Insurance Manager for the business s insurance agency. In 2004, Angelo became a partner of AFA Darwin and in 2007, completed the Financial Planning Association of Australia s accreditation as a Certified Financial Planner. After seventeen years experience in the industry, Angelo s passion for financial planning remains strong. His technical experience and subject matter expertise is evident and he enjoys an outstanding reputation amongst his peers. His approach is to empower clients through knowledge which helps them make decisions that are appropriate to their individual circumstances. She also holds a passionate belief in the importance of outstanding stakeholder relations. Previously, Jocelyn was the Principal Consultant of her own company which specialised in corporate communications, Indigenous engagement and stakeholder relations. Jocelyn has also been responsible for a European Union program where she managed community and small to medium enterprise business development, as well inter-governmental co-operative endeavours with local authorities and government agencies in Northern Ireland and the Republic of Ireland. She holds a Bachelor of Commerce (Honours) degree and a Bachelor of Laws degree.

5 CLIENTS AND TESTIMONIALS AFA Darwin are very fortunate to have a diverse client base. Whether you are embarking on your career path, starting a family or planning for retirement, we are there to help you. We have a strong Mum and Dad foundation along with clients spread across the lifecycle medium. We are proud of our ongoing relationships with the Darwin small business community. We are associated and actively involved in a number of business associations to help grow this segment. AFA are fortunate to be the administrators for employee superannuation funds for larger companies, including a major Northern Territory Indigenous group and a large resource company. We are increasingly involved in employee benefits packaging in income protection and salary sacrifice. We also work in partnership with Raine and Horne for mortgage solutions. We also enjoy a long lived, strategic partnerships with the Northern Territory Police Association. They are a great group, more like a financial coach than a standard financial institution, Superintendent Danny Bacon, Northern Territory Police. I have really appreciated AFA s guidance over the years as I ve been able to achieve a comfortable retirement and enhance my travel experiences and personal interests, Lynette Balchin (retired Ex-Sergeant) I first met Kerry when she was our bank advisor some 18 years ago and we have always maintained business contact with her because she is friendly, knows her stuff and will always go out of her way to make any process easy. Kerry s professionalism and sparkling nature makes a hard process smooth, she is a very capable lady, Megan Brown, Darwin. Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. PDA Financial Planning Pty Ltd trading as Australian Financial Advisers is an authorised representative of GWM Adviser Services Limited ABN trading as MLC Financial Planning Australian Financial Services & Credit Licensee Number Registered office at Miller Street, North Sydney NSW Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by AFA Mortgage Solutions Pty Ltd, responsibility for advice and service will vest with AFA Mortgage Solutions Pty Ltd.

6 Cavenagh St Knuckey St LOCATION Austin La Smith St We are located on the ground floor of the William Forster Chambers Building, at 26 Harry Chan Avenue, Darwin. Off street parking is available at the front of the building. West La Bennett St Harry Chan Av Civic Square Harry Chan Av Mcinn St Mitchell St Smith St FURTHER INFORMATION For further information on AFA or our associated services, please contact us on (08) or or like our facebook page (Australian Financial Advisers - Darwin & AFA Mortgage Solutions) or follow us on to receive our latest information and updates.