Investing

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.