10thousandgirl

Name: Kylie Alcorn

Organisation: Forsyths

Service: Accountants and Financial Advisers

Specialties: Forsyths specialise in agribusiness, insolvency and reconstruction, superannuation, financial planning, accountancy, business solutions, audit and insurance, insurance services, tax and human resources.

Area Serviced: Armidale, NSW

Biography: Kylie Alcorn is an economist and a licensed financial adviser with Forsyths. With over 23 years experience in the investment, superannuation and financial services industry, Kylie has a passion for informed decision-making via education.

Phone: (02) 6773 8400

Phone (Mobile): 0429 300 710

Email: kalcorn@forsyths.com.au

Website: www.forsyths.com.au

Name: Joanne Stephens

Organisation: Roan Financial Group Pty Ltd

Service: Financial Planning

Specialities: Roan Financial Group is an independently owned and operated financial planning business and holds its own Australian Financial Services Licence. It has no institutional or products ties. Roan Financial Group also has an Australian Credit Licence with a subsidary accounting firm as well. Roan Financial Group is one of the leading financial planning practices in Central West NSW.

Area Serviced: Orange, NSW

Biography: Joanne Stephens as an authorised representative with Roan Financial Group specialising in the major facets of financial planning and in particular the protection and well being of women in the workforce as they develop their career, their families and their wealth.

Joanne has completed her Diploma of Financial Services and is completing a Graduate Certificate of Commerce (Financial Planning) at UWS leading to a Masters Degree. Once completed this will allow her to embark on the pathway to holding the Certified Financial Planner® designation.

Phone: (02) 6361 8100

Email: joannes@roanfinancial.com

Website: http://www.roanfinancialgroup.com.au/

Physical Address: Level 1 Suite 2, 179a Anson Street, Orange, 2800

 Name: Elliot Watson 

Organisation: Newcastle Financial Planning

Service: Financial Planner

Specialties: financial planning

Area serviced: Newcastle, NSW

Biography: Elliot has a degree in Economics from the University of Newcastle and an Advanced Diploma in Financial Services. He is also a Justice of the Peace. Elliot enjoys travelling and was recently in Vietnam and is also a keen bike rider who cycled the State of Tasmania in 2009.

Phone: (02) 4962 4440

Email: elliot@newcastlefinancial.com.au

Website: www.newcastlefinancial.com.au

Physical Address: Level 1, 187 Union Street  The Junction NSW 2291

A personal note: 

Our passion statement…

To inspire & support change in people’s lives with a commitment to open & honest relationships that lead to the creation and protection of wealth

At Newcastle Financial Planning we are committed to changing the experience of financial planning forever. We are passionate about creating profound relationships with our clients and team.

We do this by developing deeper connections, sharing life’s experiences, learning, growing and acknowledging and celebrating the achievements of our clients and team.

We are inspired to understand people so we can support their growth financially and personally.

At NFP we love what we do and how we do it.

Favourite quote:

“Buy low sell high”, “Not all your eggs in one basket”, “be greedy when others are fearful and fearful when others are greedy” Warren Buffet.