Authorised Representative of Consultum / CFP®
Drew has been in the financial planning industry since 1986 with experience in all aspects of Financial Planning. Drew has predominantly specialised in Retirement Planning and Aged Care advice and has a wealth of experience and expertise in these areas. Along with the responsibilities of the strategic direction of the practice Drew’s primary role is to assist clients in achieving their financial and lifestyle goals in retirement.
Authorised Representative of Consultum / AdvDip(FS) AFP®
Bradd is a Principal Financial Advisor and Managing Partner of Potts Duhring Financial Advisors. His primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals. Bradd has extensive experience in banking and financial services since 1995 and has been a practitioner in financial planning since 2001. During this time Bradd has developed considerable expertise and professional competencies in all major areas of financial planning.
Authorised Representative of Consultum / B.Comm, B.App.Fin
Josh has been working in the financial services industry since 2009. During this time Josh has developed competencies in all major facets of financial planning with a keen focus on personal investment, superannuation and retirement planning. Josh enjoys the challenge of developing appropriate strategies to achieve a client’s immediate and future financial objectives.
Melanie is well known to many of our clients. Melanie began at Potts Duhring Financial as a book-keeper/client services officer in 2010. Melanie uses her experience and knowledge to help coordinate practice staff and planners to provide a high level of service to our clients.
Client Services Officer
Tania joined Potts Duhring Financial Advisors in May 2016 and has been working in the financial services and administration roles since 1983 and has built up a wealth of knowledge and experience. Tania’s role is to look after our client’s administration and service needs. As part of this role, Tania works closely with our Practice Manager and Advisors to provide a high level of service to our clients.
Bruce has over 14 years' experience working for the Department of Human Services, and prior to joining Potts Duhring Financial Advisors, was a Centrelink Financial Information Services Officer, holding this position from 2006 to 2014. During this time Bruce has built up a wealth of knowledge and experience helping clients with retirement and providing assistance with structuring financial affairs to improve Centrelink benefit outcomes. Bruce is primarily responsible for providing support to the financial planning team and assisting clients with Centrelink and Aged Care enquiries.