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Financial Advisers

Queensland

Brisbane

Toowong (& Head Office)

Mt Gravatt

Bundaberg

Gold Coast - Robina

Mackay View Map

Sunshine Coast - Maroochydore 

New South Wales

Lismore

Albury / Wodonga

Victoria

Melbourne - Camberwell

 

Francis Rigby – Senior Financial Adviser (Toowong)

After completing his Economics Degree in 1996 and finishing 2 years as a research assistant in a Stockbroking company, Francis and his wife Portia travelled the world competing for Australia at numerous international and world championships in Ice Dance. The Goodwill Games Brisbane in 2001 saw them compete for their last time, hanging up their skates in order to follow their professional careers.

Francis commenced employment with Financial Technology Securities in 2001 and since that time has continually demonstrated his dedication to his Clients. In Francis, you will find a dedicated professional with a personal touch that ensures you know you are receiving the very best of care.

He has been an Authorised Representative since May 2001 and continues to successfully work with existing and prospective clients out of the Toowong Office. Given his standing in Financial Technology Securities, Francis mentors new Financial Advisers and is a valuable member of the Investment Committee. He has been a shareholder of Financial Technology since 2004.

The team at Fintec Accounting Services provides accounting and taxation advice to its clients – in house. One of the Taxation Managers is:

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Matthew Van Dijk – Financial Adviser (Toowong)

Matthew has worked within the Financial Services Industry since 1999 and joined Financial Technology Securities, as a Financial Adviser in February 2005.

Prior to joining Financial Technology Securities Matthew has held positions with both Commonwealth Financial Planning and Westpac Financial Planning.

As an Authorised Representative and shareholder of Financial Technology Securities Matthew is suitably qualified to help clients to achieve their financial and lifestyle goals.

Outside of Financial Technology Securities Matthew has enjoys learning Wing Chun Kung Fu, trying new food, going to the cinema and exploring new parts of the world with his partner of nine years, Samantha.

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Nathan Watson – Financial Adviser (Toowong)

Nathan joined Financial Technology in January 2006 with prior experience in both the accounting and health insurance industries.  He has a Bachelor of Commerce majoring in Financial Planning and Investments from Griffith University and is a member of the Financial Planning Association.  

Nathan has travelled extensively throughout the world with his wife Linda for a period of four years.  This experience aids Nathan in bringing a holistic view to his clients' financial and lifestyle needs. 

In relation to financial advice he is able to emphasize the importance of the whole without losing sight of each client’s individual objectives.

Nathan plans to continue his professional development through the Certified Financial Planner (CFP) certification and accreditation program.

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Adrian Berkeley – Senior Financial Adviser (Mt Gravatt - Brisbane)

Adrian joined AMP in 1990 as an Insurance Representative where he gained intensive training in the Life Insurance industry, along with grounding in the Superannuation and Investment markets. After several years of study, and Accreditation courses Adrian became licensed as an Authorised Representative on 27/07/1994, thus enabling him to operate as a financial planner. Adrian was also an Insurance Representative for Australian Casualty & Life from 1992 until 1999.

In 1997 Adrian joined Financial Technology Securities Pty Ltd and has been an Authorised Representative since 20/01/1997. During this time Adrian commenced his Diploma of Financial Planning through Deakin University and graduated in January 2002.

Within Financial Technology, Adrian has been on several internal committees, and is currently on the Superannuation Committee. Adrian is very focused on all his clients and is committed to providing excellent financial planning advice to his existing and prospective clients. Adrian is a long-standing team member and is well regarded by the clients, staff and management of Financial Technology Securities. He has been a shareholder since 2004. Adrian is married to Merelyn and has twin boys.

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Wade Eathorne – Financial Adviser (Mt Gravatt - Brisbane)

Wade commenced in the Financial Services Industry in 2001 and joined Financial Technology in 2007 as a Financial Advisor.

Prior to joining the team at FTS he worked for several years at the Commonwealth Bank covering all positions from teller to Branch Manager, to Financial Planner. Wade then moved on to AMP as a Financial Advisor before commencing with Financial Technology Securities.

Before completing his University qualifications Basketball was his life, having played in the United States for 3 years at the Collegiate level for Florida International University, competing in the NCAA tournament.  He has also represented Australia throughout different age brackets as well as competed at state and national level competitions.

Outside of work Wade’s time is now completely taken up by his beautiful twin daughters whom he shares with his wife Justine.  When a spare minute is available, basketball, golf, fishing and surfing are still on the agenda.

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Allan Wood - Financial Adviser (Bundaberg)

Allan Wood first entered the Financial Planning industry in 1989 in Toowoomba. He has also worked in the finance area of local and international companies both domestically and in Europe. Allan qualified as a Financial Adviser in 2000 and has been associated with Financial Technology Securities since 2001.

Allan has a Bachelor of Business and a Graduate Diploma in Financial Planning from the Securities Institute.

His expertise is in Cashflow and Investment management and Superannuation advice.

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Bernadette Gamlin – Financial Adviser (Bundaberg)

Bernadette Gamlin has been in the Financial Planning industry since May 2005 and employed in the finance service industry for a total of 14 years.

She was assistant to the Executive Manager of Wide Bay Australia for numerous years working her way up to the position she now holds with Financial Technology Securities. Bernadette is PS 146 Compliant, has a Diploma of Financial Services, Justice of the Peace (Qual) and is currently completing an Advanced Diploma of Financial Services;
working her way to obtaining CFP status.

As a Financial Technology Securities adviser, she is able to assist anyone from 18-80 with our integrated financial planning service - specialising in debt management, cashflow monitoring and wealth creation.

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Bruno Festa – Financial Adviser, Superannuation & Retirement Plans (Bundaberg)

Bruno Festa has worked in the financial service industry since 1987 and specialises in Superannuation and Retirement Planning Advice

Bruno holds a Diploma of Financial Services (Financial Planning) from the Financial Planning Association of Australia (FPA). With this qualification and his experience, Bruno is well qualified to help clients to achieve their financial goals.

As an Authorised Representative of Financial Technology Securities, Bruno is able to assist clients with superannuation and retirement planning advice, tax effective investment strategies and social security planning as well as investment selection, estate planning. He is also authorised to provide specialist advice on self managed superannuation funds, securities and derivatives.

Bruno is married to Tracey and they have two children.

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Mark Fraser  – Senior Financial Adviser (Robina - Gold Coast)

Mark commenced with Financial Technology Securities in 1998 and has been involved within the Finance & Financial Planning Industry for the past 19 years.

Mark holds an Advanced Diploma of Financial Services (Financial Planning) and this combined with his years of experience enables Mark to help clients from basic investment plans through to advanced strategies. Mark is able to offer advice across the following areas

  1. Retirement Planning (Inc. Superannuation)
  2. Wealth Creation
  3. Reverse Mortgages
  4. Risk (Life) Insurance
  5. Small Business Owners

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Brett Cederblad – Senior Financial Adviser (Robina - Gold Coast)

Brett joined Financial Technology Securities during November 2000 having been introduced as a client.

Brett and his wife Toni have two children, Tate and Chelsea. Prior to joining the Financial Services Industry Brett was a professional baseballer, which included stints in Japan, Taiwan and the Boston Redsox, as well as many years with the Australian National team.

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Brett Spradbury – Financial Adviser (Robina - Gold Coast)

Brett has been in the Financial Services Industry for over 3 years and has completed his relevant PS 146 training and Diploma of Financial Planning (DFS). He is currently completing his Advanced Diploma of Financial Planning (ADFS) and will continue on to complete his Certified Financial Planner (CFP) status.

As a qualified Financial Adviser, Brett is able to give advice on:

  • Investments - Managed funds, Securities, and Gearing
  • Superannuation - Retirement planning, Income streams, and Pension funds
  • Life Insurance - Life, Disability, Trauma, & Income Protection

Brett is a firm believer that all people should have a sound financial plan in place, in order to obtain financial direction and focus. Here at Financial Technology we strive to support our clients throughout their working life, and help them achieve their financial goals along the way, until they meet their ultimate goal - retirement.

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Darren Cooper – Senior Financial Adviser (Mackay)

Darren Cooper has worked in the Financial Services Industry as a Financial Adviser since 2002.

Darren holds a Bachelor of Education, Diploma of Financial Planning and an Advanced Diploma in Financial Planning and has a Commissioner for Declaration qualification.

Darren’s experience and qualifications enable him to communicate and educate people from all walks of life. He sees his role as an educator working closely with his clients in achieving their financial goals.

Darren believes strongly in the Cashflow & Investment Management System (CIMS) provided by Financial Technology Securities.  Darren’s goal is to provide as many people as possible with the opportunity of benefiting from their own CIMS plans.  This is reflected in the large number of referrals Darren receives from his existing clients. Darren’s speciality is cashflow management and wealth creation.

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Stephen Walden – Financial Adviser (Mackay)

Stephen Walden has been working in the Financial Services Industry since 2000.

Steve has a strong background in banking and lending, working for a major bank for 5 years at a supervisory level, at which point he moved into financial planning. He holds an Advanced Diploma in Financial Services (Financial Planning) and also has qualifications in Accountancy and Banking. Steve is a Senior Associate member of FINSIA and a member of the FPA.

Before moving into the finance industry Steve was involved in small business, learning all aspects of running a successful, thriving business. Steve also studied at tertiary level and worked as a professional musician whose compositions have been heard around the world.

He is continuing to grow his financial knowledge base, through further study and training, in all aspects of finance, business and economics.

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Matt Johnson (Sunshine Coast)

Matthew joined Financial Technology Securities in July 2008 as a Financial Adviser based on the Sunshine Coast.

Prior to joining Financial Technology Securities Matthew worked for the National Bank for 15 years covering all positions from Teller to Business Banking Manager. In 2001 Matthew joined a local Accounting firm in East Gippsland Victoria as their Financial Adviser, In 2003 Matthew started a Financial Planning business with another local Accounting Practice of which Matthew owned 50%.

In 2006 Matthew and his wife Felicity spent 2 years travelling around Australia prior to settling on the Sunshine Coast and in October 2008 had their first child a beautiful little girl.

Matthew has completed a Diploma of Financial Planning through Deakin University.

Matthew’s aim is to achieve a close working relationship with all his clients and to ensure his clients have a full understanding of how they can achieve their financial goals and what is needed to reach these goals. Matthew also places a high importance on educating his clients about their financial plans.

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Natalie Harvey (Albury/Wodonga)

Natalie first joined the Financial Services Industry in 1992 and has been involved in most aspects of the industry including General Insurance, Life Insurance and Financial Planning.

Having worked for over 8 years within the general insurance sector, in 2001 Natalie joined AW Financial Pty Ltd to pursue her interest of Financial Advising. Now a Financial Adviser with Financial Technology Securities, Natalie has formal qualifications with the Australian Insurance Institute and has obtained a Diploma in Financial Planning.

In her current role she is committed to providing a high level of service to her clients in order for them to meet their financial goals and objectives.

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Patrick Vargiu (Camberwell – Melbourne)

Patrick recently joined Financial Technology Securities as a Financial Adviser having returned to live in Melbourne with his family.

Prior to joining Financial Technology Securities Patrick had spent numerous years with AMP advising his clients on Investments, Superannuation and Insurances. Patrick is now providing financial advice to many of our existing clients and is keen to develop close ties with new clients, to ensure that they have set goals and are guided towards achieving these.

Having completed a Business and Arts Degree, Patrick worked for three years in Marketing for a multi-national manufacturer and distributor before operating his own business for 12 years, at Lakes Entrance.

Patrick completed his qualifications in Financial Planning to be able to bring the same level of long-term dedication to help clients record their aspirations and lay out a realistic plan to attain them.

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Steven Samaradellis (Camberwell – Melbourne)

Steven has been in the financial services industry since 2003.

Prior to joining FTS his experience includes client advisory roles with Goldman Sachs JBWere and Ord Minnett.

Steven has a very broad experience in financial services, including financial planning, stockbroking and derivatives.

As an Authorised Representative of FTS, Steven continues to helps his clients to achieve their financial and lifestyle goals by specialising in wealth creation along with pre and post retirement planning.

Outside of work, Steven enjoys travelling, taking his two labradors to the park and spending as much time with family and friends as possible.

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