Financial Technology Securities
HomeAbout UsOur TeamTestimonialsServicesFind UsOnline Enquiry
 
Our Team
Overview
Senior Management
Financial Advisers
Taxation Managers
Consultants & Platforms

Executive Team (Board Members)

  • Rob Donaghy - Chairman (Aviva Ltd)
  • Ron Hancock - Director (Wide Bay Australia Ltd)
  • Jeff Lowe - Financial Planning Manager and Company Secretary

Senior Management

Andrew Maggs CPA (FPS) CFP
Chief Operating Officer - Victoria

Andrew’s Financial Services Industry career commenced in the early 1980’s as an accountant. He is a Certified Practicing Accountant with an additional Financial Planning Specialist recognition, a Certified Financial Planner and a tax agent. Andrew first joined Financial Technology Securities in 1992 as a Tax Manager and Financial Adviser. Since that time he has had a number of senior management and client advisory roles, both with-in Financial Technology Securities as well as with other Australian Financial Service Licensees and Public Accounting Practices.

Recently Andrew was appointed to lead Financial Technology Securities’ expanding Victorian division. He is also Chief Executive Officer of Fintech Accounting Services (FAS).

Back to Top

 

Graham Newell - Sales Manager

Graham’s financial services career commenced in the mid-1970’s as a life insurance adviser with Capita Financial Group. Since that time he has:

  • Managed a team of 10 advisers at the age of 28, qualifying for the fastest growing (sales & advisers) team in Australia in 1st year Opted for a sea change as a News Agent for 5 years Rejoined the Financial Services Industry and worked around Queensland Undertook management and sales managers positions for various companies in Financial Planning
  • Undertook the Sales & Marketing Manager Position at Whittaker McNaughton in 2004

He is a Certified Financial Planner and a member of the Financial Planning Association. Financial Technology Securities was very fortunate to secure Graham in 2005 as its Sales Manager, particularly given his outstanding career and credentials. He brings to the company a wealth of knowledge and experience of the Financial Planning Industry, and is considered a mentor for the Financial Advisers within the group. Graham is married to Carolyn, a registered nurse and they have one son, two daughters + 4 grandchildren. His interests include family, archery, travel, Australian history, AFL & most sporting events.

Back to Top

 

Des Britton - Sales Manager

Des commenced in the financial services industry in the mid 1970’s as a life insurance adviser. His sales management career commenced in 1986 in NZ. Since then, his career has included management roles in various financial services and banking groups in both New Zealand and Australia.. Over this period he has:
  • Successfully managed various sales teams, including independent advisery teams and teams from within the banking sector both in Australia and New Zealand
  • Was part of the inaugural management team that successfully launched the financial adviser channel within the Suncorp retail branch network.
  • Took time out of the corporate world twice to develop a youth charity, once in New Zealand in the early 80’s and also in Australia in the late 90’s
  • Moved back to New Zealand in 2003 to take up a role with one of New Zealand’s leading banks and fund managers as an Area Manager responsible for the sales and advisory process of the bank’s investment advisers for half of New Zealand
He is a member of FINSIA. Des returned to Australia in 2007 to take up the position of Sales Manager for Financial Technology Securities. He brings to the company years of experience in the Financial Services Industry and a forward thinking management style. Des is married to Rosemary with two adult children. He aims to make a difference in his spheres of influence, and is very passionate about his family and the success of his team. Other interests include fishing, youth and indigenous issues, travel and most sports (especially those which involve a black jersey!!!)

Back to Top

 

Jeff Lowe – Financial Planning Manager / Company Secretary  

Jeff has a Bachelor of Commerce with an Accounting major, and he has attained his Diploma of Financial Planning. He is a member of the Financial Planning Association, and an Associate of the Australian Society of CPA’s. From 1972 to 1991, Jeff was employed by Capita Insurance. His experience during his 19 years involved all aspects of Life Office administration, with the latest positions held being Queensland Administration Manager and Queensland State Accountant. Jeff has been involved in the financial planning industry since 1991, and initially held a proper authority through another company prior to the establishment of FTS in 1993. Since 1993, Jeff has been a shareholder of Financial Technology Securities. He has been pivotal in Financial Technology Securities Investment strategy and the Investment Review Committee. His day-to-day duties involve all aspects of financial planning including our cims client, superannuation rollovers and retirement planning in the financial planning role. Financial Technology Advisers hold Jeff’s opinion and guidance in high regard, and he is considered a financial planning ‘mentor’.

Back to Top

 

Veronica Rooker – Quality Assurance

Following her Bachelor of Economics study, Veronica joined the ANZ Bank in 1980 and over the following 10 years enjoyed such positions as:

  • Training Officer Graduate Recruitment Manager Corporate Policy Officer in Melbourne; and
  • Manager Corporate Banking.

Her extensive experience covered all aspects of banking, in particular lending and policy. She then joined a financial planning company in 1991, which eventually led to the establishment of Financial Technology Securities in 1993. Veronica has been a shareholder since that time. Outside her directorial duties, Veronica has been integral in all aspects of the day-to-day financial planning activity of the branches. This has enabled her to become fully conversant with all positions at the branch level. Her appointment to Quality Assurance in 2002, and the Chairman of the Banking Committee, compliments her background in Financial Technology Securities, and banking.

Back to Top

 

Contact Us | Links | Terms of Use | Privacy Policy       ©2008 Financial Technology Securities Smart Sands