Financial Planning advice for now and for your future
Margaret has been providing financial advice since 1984. She holds a Master of Applied Finance from Macquarie University as well as a Master of Leadership and Management from Curtin University. With these qualifications and experience she is well qualified to help clients achieve their financial goals.
Andrew has been providing financial advice since 1992. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification. He has completed a Diploma of Financial Planning, with these qualifications and experience he is well qualified to help clients achieve their financial goals.
Stuart has been providing financial advice since 1987. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification. He has completed a Diploma of Financial Planning. With these qualifications and experience he is well qualified to help clients achieve their financial goals.
Adviser, B.Comm, DFP
Brendan graduated from the University of Western Australia in 1996 majoring in Finance and Economics then entered the Financial Planning industry in 1997 with HLM Pty Ltd before joining the Aurum Planning team in 2004.
Brendan also has a Diploma in Financial Planning from the Financial Planning Association.
Brendan specialises in Self Managed Superannuation Funds and Personal Risk Insurance.
Adviser, SA Fin.
Simon is a Senior Associate of the Financial Services Institute of Australia. After a period of working for a trading company in Japan he entered the Financial Service Industry through Financial Wisdom Ltd in 1994. Simon was appointed a senior Financial Planner with Financial Wisdom in 1997. An enjoyable period with original Independent, Associated Planners, preceeded the formation of the Aurum Planning in 2004.
Simon also has a Diploma in Financial Markets from the Financial Services Institute of Australia.
Simon specialises in Risk and Investment Management.
our Mentor & Patron
Mr Alwyn Barnesby
Alwyn has more than 30 years of financial planning experience and is considered an icon in the wealth management industry. Alwyn has a Bachelor of Arts/Economics and a Diploma of Educational Administration. He is a Senior Associate of the Financial Institute of Australia (FINSA) and has been an Affiliate of the Securities Institute of Australia since 1983.
Aurum Planning Pty Ltd | ABN 19 141 418 555 | AFSL No: 344139
Aurum Planning Pty Ltd is controlled by Twilight Financial Planning Pty Ltd | ACN 604 991 406 as Trustee for the Twilight Trust | ABN 65 560 364 462.
The information in this website and the links provided are for general information only, does not consider your personal circumstances and should not be taken as constituting professional advice from the website owner – Twilight Financial Planning Pty Ltd or Aurum Planning Pty Ltd. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only.
Twilight Financial Planning Pty Ltd is a corporate authorised representative of Aurum Planning Pty Ltd CAR ASIC No 1008542.
Margaret Barnesby-Johnson, Brendan Downes, Stuart Fulton, Simon Phillips, Andrew Prince and Shawn Baker are Authorised Representatives of Aurum Planning Pty Ltd | ABN 19 141 418 555 | AFSL No: 344139 and are authorised to provide financial advice and services on behalf of Aurum Planning Pty Ltd. However, nothing contained on this website should be construed as the giving of financial advice or providing financial services. You may obtain advice from a Aurum Planning adviser by contacting them directly. Please refer to the “Contact” tab to obtain contact details of Aurum Planning advisers.
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