Long serving team of professional advisers, specialising in financial planning, investment advice, risk insurance and self managed superannuation.
Collectively our advisers have over 160 years of financial planning experience.
Trusted to manage over $500 million of client funds
Come meet us up close
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.
Business Administration Manager
Kaye has been with Twilight Financial Planning's AFSL Aurum Planning Pty Ltd from inception. Kaye is responsible for day to day administration and management of the Aurum Planning back office as well as enjoying front line client service.
Mr Alwyn Barnesby
Mentor & Patron
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.