Aged Care Specialist
Accredited Aged Care Specialist, Dip FP, CFP, (C.Dec)
Paul has been involved in the financial services industry for more than 35 years, his experience, knowledge and relationships in banking, financial planning and aged care are exceptional. Paul is now solely focused on Aged Care Services including finding a suitable aged care facility, seeking a care provider for home assistance, compiling full written plans on how a client might meet upfront and ongoing care fees and acting as a mediator at home, for the family and their loved one.
Paul wears his heart on his sleeve, his approach is always with open honesty, empathy, kindness and humour. These traits ensure his client’s experience less stress and concern during this considerable life change as he understands the toll it can have on the person and all family members involved.
Mike has been in the financial services industry for the past 34 years. He spent nine years with AXA and 16 years with ING (now OnePath/IOOF). Mike worked in management for both companies and holds a Diploma of Financial Planning 1-6.
Mike then started his own advice business in 2010 with his wife Donna and was Joint Director, Business Principal and Authorised Representative of MF & DM Donohue Pty Ltd, which traded as WealthNext. His was a hands-on role as a corporate authorised representative and he draws from his extensive years of experience and brings that experience to the AFAN team.
Mike recognises that success does not happen by accident. It happens when you set goals, plan carefully and make informed decisions based on the advice of a financial services firm with a proven track record of success.
National Claims Manager & Insurance Consultant
He started his business within the Financial Services sector in 2001, with his passion focused clearly on servicing his client’s needs with personal, professional and caring attention. Claims have always been at the pinnacle of his work, being there for each and every one of his clients at this moment in time, to facilitate a smooth and easy process.
His own experience with a near death accident in 1993 has taught him the importance of having the right insurance in place at the right time. Having personal experience on both sides of the fence has been a real asset and gives him hands-on knowledge and empathy for each of his clients.
David is married with 2 children and enjoys living on their hobby farm procuring food and creating a life that they have always dreamed of.
Diploma of life insurance and financial planning LI, CII, IP, Super, AP
Godfrey Phillips, OAM, FAFA JP has been a Financial Adviser since 18th January 1977, and held the primary leadership position in his specialist boutique Risk Management practice. He is an internationally recognized leader and speaker in the financial services industry.
Godfrey is a Fellow of the Australian Financial Advisors Association (A.F.A.) He is a 36 year Life and Honor Roll Member of the Million Dollar Round Table (MDRT), being the premier Association of Financial Professionals. He has served as an Ambassador, a Divisional Vice President, and Chair of the Leadership and Volunteer Advisory committees. The MDRT is an International Independent Association of 90,000 leading life insurance professionals. In January, 2022 Godfrey joined AFAN to continue his extraordinary career and mentor the next generation.
Godfrey is married to Bev and has four children and seven grandchildren. “Bev is the greatest support and supporter the family has. Whether it was as the Administrator of our practice, or board and Life Member of the Sutherland Hockey club, Bev gets the job done with a minimum of fuss”. Godfrey and Bev care for his 94-year-old Mother and are deeply committed to family time and supportive of their children and grandchildren’s pursuits in faith, study and sporting activities.
An experienced financial planner, Liz has been in the financial services industry for over 20 years and became a licenced financial adviser in 2011.
Liz was recognised as one of the top emerging advisers in the country, being selected as a Top 20 finalist in the Association of Financial Adviser’s (AFA) Rising Star Award in 2013 and nominated for the licensee’s professionalism award in 2018 & 2019.
Liz loves helping people to plan for a happy and comfortable retirement. She is very well organised and knows what steps are needed and how to apply the processes to help clients realise this goal.
Nancy has over 20 years’ experience working in financial services practices. She really enjoys engaging with our clients and will help you feel comfortable as well as answer any questions you have around administration and support.
Her experience is invaluable particularly in regard to client file management, compliance, systems and processes development.
Nancy is a Mum and a Grandmother, she has a son and two Grandsons and enjoys spending time with her family.
Sarah is currently Studying a Bachelor of Business at Griffith University, Majoring in Financial Planning and Business Analytics.
In her spare time Sarah enjoys baking and cooking, she also loves the outdoors especially hiking, kayaking, going for beach walks or just walking her two dogs (Murphy and Ashley).