YOUR FINANCIAL EXPERTS

Hanan Salib is our Mortgage Broker with a 10+ years’ experience is the finance industry

Professional Experience

Hanan has been a Mortgage Consultant and home loan expert since 2009. Since then Hanan has been supporting local customers with their finance to purchase, refinance and/or build their home or investment property.

Hanan started her career as a Mortgage Consultant with Astute financials then moved to Mortgage Choice in 2011 and she also had the chance in 2018 to join Better Choice Home Loans as a part of the scenario and credit team.

She is from a multicultural background which support her to understand her clients’ financials needs and objectives and operate to achieve them.

Core Skills

• Comprehensive experience in obtaining finance for overseas investors and Australian expats looking to invest in Australia
• Home Loan lending
• Interstates network
• Sound understanding of self-employed financials
• Speaks fluent Arabic and English

Qualifications

• Diploma of Finance and Mortgage Broking Management
• Certificate IV in Financial Services
• B.Sc. in Commerce and Business Administration

Credit Representative 523154 is authorised under Australian Credit Licence 389238

Tom joined the Simmons Livingstone & Associates team to lead the financial planning division beside Sam Young in 2015. The addition of this professional service to the already successful accounting, taxation and business advisory has undoubtedly enriched the SLA client experience.

Tom has a passion for providing quality advice and exceptional customer service. He is driven by the ability to fundamentally change a client’s future for the better.

Tom brings a wealth of professional experience to the table and his core skill set is:

• Wealth accumulation and protection
• Retirement planning for individuals and family groups

By building strong relationships, he helps people understand what it is that they desire and assists in crafting and executing the plan to get there.

Tom holds a bachelor of commerce from Griffith University with a double major in Finance & Financial Planning.

Kris has over 15 years of experience in the accounting and taxation industry, with his initial years spent with WHK Group and PKF before co-founding Simmons Livingstone & Associates. As partner, Kris has steered the firm to success, being instrumental in expanding the firm’s client base and subsequent recruitment to increase the professional team size.

At work

He brings extensive experience within various areas of business services and compliance and has a proven track record of success with clients from various sectors. Not only is Kris an exceptionally valuable asset to the firm, but his business advice is also invaluable for professional service clients from a financial perspective.

Professionally, Kris focuses on:

• Structuring
• Capital gains tax
• Acquisition due diligence
• Technical income tax issues

He has significant experience in business development and growth and adopts a proactive approach to helping clients and their businesses. Kris is a forward-thinking person dedicated to providing his clients with the best possible outcome in all situations. With a keen eye for detail, he ensures nothing is overlooked so that client outcomes are maximised.

Outside of work

Kris has a young family and lives on the northern end of the Gold Coast. Outside of work, when he’s not spending valuable time with the family, you’ll find him on the golf course or sampling a brew with the guys.

Before becoming a founding partner of Simmons Livingstone & Associates, Simon spent time at PKF and several boutique accounting firms. He has established a reputation for excellent accounting consultancy, which has spanned over 12 years.

At work

Simon is a passionate business advisor specialising in:

• Consulting services
• Establishment and ongoing assistance to charities
• Corporate structuring
• Taxation
• Accounting

His ability to give timely and accurate advice and reporting service makes Simon a reliable professional and his personable service and attention to detail ensure his professional relationships are strong.

He has built a rapport with his clients for his consistently excellent service and approachable nature. As a Partner and Director at Simmons Livingstone & Associates, Simon has assisted in the substantial growth of the firm’s corporate space.

Through his sporting connections, Simon also has a strong reputation as an industry leader for professional sportsmen and women, representing sporting players and companies involved in various professional sporting federations and leagues.

Outside of work

Simon is a former representative golfer and still enjoys a round most weeks. An avid sports enthusiast, you’ll find him kicking back with a red wine if there’s a good game on.

Sam is one of our Financial Planning Partners and joined the Simmons Livingstone & Associates team in 2015.

Sam has a passion for helping people and provides simple but effective financial strategies to improve his clients’ financial positions. He inspires his clients to take control of their lives and enjoy their time as much as possible.

Sam brings his professional experience, education and knowledge to the table and his core skill set is:

• Wealth accumulation and protection
• Retirement planning for individuals and family groups

By building strong relationships, he helps people understand their end game and helps to work backwards and put together the building blocks to achieve this.

Sam holds a Bachelor of Commerce from Griffith University with a double major in Accounting & Financial Planning.

Wayne Milner is our lead Mortgage Broker with a lifetime worth of finance industry experience.

Professional Experience

Wayne embarked on his finance career with ANZ Banking Group Ltd in 1970.

Wayne quickly climbed the corporate ladder, and subsequently secured a number of notable senior leadership positions including being the Owner and Managing Director of Northern City Finance before joining the Brokerage firm of Terrain as their Chief Executive Officer, in 2003.

In his experience, Wayne has gained a plethora of core skills and now specialises in applying these skills to help our customers obtain finance for a fair deal.

Core Skills

• Public Company Director experience
• Comprehensive knowledge of Balance Sheet and Loss Statements
• Commercial exposure to the provision of property, commercial plant and equipment acquisition
• Home Loan Lending
• Strong negotiation skills
• Extensive Commercial network based in Queensland
• Sales Focussed
• Relationship Management

Qualifications

• Diploma of Finance and Mortgage Broking Management
• Justice of the Peace (Qualified)

Credit Representative 523154 is authorised under Australian Credit Licence 389238

Education & Work Experience

Mark holds an Advanced Diploma in Financial Planning and is currently undertaking university studies in Financial Planning.

He has 15 years’ experience in the Financial Services profession, building his experience through previous roles working for a major bank, national accounting firm and stockbroking firm.

Mark is experienced in providing tailored personal advice, including personal insurance, superannuation, wealth creation, investment portfolio construction, retirement planning, social security and estate planning.

Mark’s focus is on providing his clients with personalised advice tailored to improve their overall financial wellbeing.

Mark’s Specialty Areas

• Estate Planning
• Financial and Retirement Planning
• Insurance
• Investing
• Success Planning
• Superannuation

Outside of Work

Mark enjoys spending time with his young family, is a keen sportsman – an avid touch football player (both state and national representative) and played rugby league, cricket, basketball and soccer in his youth but is now a self-proclaimed armchair expert.

Education & Work Experience

Amelia holds a Diploma of Financial Planning, Bachelor of Business and Bachelor of Psychology.

For over two years, Amelia has been heavily involved in completing research and providing the financial modelling that is included in the Statement of Advice presented to clients.

One of her main responsibilities as a Paraplanner at Simmons Livingstone & Associates is to ensure the financial advice presented to clients is in line with ASIC and licensee standards.

Amelia hopes to continue growing within her role and ensuring each client is well looked after.

Amelia’s Specialty Areas

• Centrelink
• Financial & Retirement Planning
• Insurance
• Investing
• Superannuation
• Tax & Tax Planning

Outside of Work

When Amelia is not hard at work, she loves staying active and spending time outdoors with her husband and two German Shepherds. She is also currently in training for a triathlon and is broadening her horizons by getting involved in Muay Thai training.

Education & Work Experience

Ted began his career by studying the Bachelor of Commerce and subsequently his Diploma of Financial Planning and completing his FASEA Financial Planner Exam.

Beginning his career working at one of the big 4 banks in Australia, Ted worked in the Financial Advice industry since 2015 before moving to the financial planning arm of a multinational insurance company.

Since working as a paraplanner as well as directly as an Adviser at Simmons Livingstone & Associates, Ted has developed strong technical knowledge of tax planning, investment management, wealth protection and investment structuring.

He plans to continue working closely with his fellow advisers to help create advice that will help to optimise his client’s situations and ensure that they are on the right path for the future.

Ted’s Specialty Areas

• Financial Statements
• Centrelink
• Estate Planning
• Financial & Retirement Planning
• Insurance
• Investing

Outside of Work

Ted likes to spend his spare time at the beach or hinterland with his wife and daughter.

Education & Work Experience

Jess began her career by studying the Bachelor of Business majoring in Financial Planning and subsequent certificates in Business Administration.

Jess’ passion for Financial Planning sparked when she was working as a Sole Practitioner Adviser and later within a client service role.

Since then, Jess has been a vital part of our Newcastle office and is well-renowned among our clients for her thoughtful assistance, professional relationships and her depth of financial knowledge.

When Jess looks to the future, she hopes to continue developing her skills and progress towards the strategy side of financial advice.

Jess’ Specialty Areas

• Effective communication
• Time management
• Coordinator
• Interpersonal skills
• Reporting
• Strong relationships skills

Outside of Work

Jess is married with three children, and spends most of her spare time with her family. She also enjoys treating herself from time to time and going out on a shopping spree.