Our Advisers
Glenn Todman
Glenn is a Director of Goldsborough Financial Services and a CERTIFIED FINANCIAL PLANNER™. Prior to becoming a Financial Planner in 1987 Glenn was a Secondary School teacher for nine years. His qualifications include a Bachelor of Education and the Diploma of Financial Planning.
Glenn specialises in Retirement Planning and Wealth Creation however his extensive experience and technical knowledge mean that he can advise in most areas of financial needs.
Glenn regularly appears on talkback radio on 5AA and has a Question and Answer column in the Sunday Mail. Authorised Representative 227295 |
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John Oliver
John has been in the financial services industry since 1983 and is a CERTIFIED FINANCIAL PLANNER™ with a Diploma in Financial Planning.
He is a Director of Goldsborough and Senior Adviser having joined the group in 1991.
John specialises in the retirement planning area and has built a strong loyal portfolio of clients over many years. He is extremely committed to providing quality ongoing service to his clients.
John is very proud of Goldsborough's high profile and the growth we have achieved over time.
Authorised Representative 227298
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Lachlan Harvey
Lachlan is a CERTIFIED FINANCIAL PLANNER™ and holds the following qualifications: -
• Bachelor of Economics
Degree (BEc)
• Graduate Diploma of Financial Planning from the Securities Institute of Australia (GradDipFP).
Lachlan has been a Financial Planner with Goldsborough since 2000 and provides advice on all areas of Financial Planning including: -
• Wealth Management
• Retirement and Redundancy Planning
• Gearing
• Personal Insurance
• Estate Planning
• Superannuation
• Allocated Pensions and Annuities
Authorised Representative 227293 |
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Brenton Miegel
Brenton is a CERTIFIED FINANCIAL PLANNER™ and an Authorised Representative of Goldsborough Financial Services.
Brenton joined the financial services industry in 1990 and since 1997 has been providing comprehensive financial advice to wealth accumulators and retirees alike. Brenton is able to offer you ongoing professional advice incorporating a wide range of financial planning strategies. These include: -
• Wealth accumulation and risk management
• Early retirement and redundancy strategies
• Estate planning
• Retirement income streams and Centrelink
• Asset allocation and fund manager selection
Authorised Representative 227297
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Sam Martin
Sam has worked in the financial services industry since 2001 and is a CERTIFIED FINANCIAL PLANNER™. He joined Goldsborough in 2005 from an advising role with another company. Initially he worked closely with several senior advisers including Peter Basedow. When Peter retired at the end of 2006 Sam took over as financial planner for many of his clients.
Sam enjoys the flexibility within Goldsborough to tailor individual financial strategies suited to each particular client, as we are not restricted to any one particular product provider. He has completed the Advanced Diploma in Financial Services (Adv Dip FS (FP) and the Certified Financial Planning educational requirements.
Sam offers advice in the areas of:
• Wealth Management
• Retirement and Redundancy Planning,
including Centrelink
• Gearing Investments
• Life, TPD, Income Protection and
Trauma Insurance
• Superannuation and Allocated Pensions
Authorised Representative 252676
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CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards Inc.(USA) and used by the FPA under license.
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