Launceston

Principals

David Gibson
Dane Waldron
Zach McArthur

Advisers

Ross Mezger
Liz Gee
Stuart McCarron
Brian Kearns
Fleur Thomas
Ben Coxen

Principals

David Gibson CFP

Representative of Investor Financial Planning Pty Ltd.

David GibsonDavid has completed the Diploma of Financial Planning through Deakin University and holds the highest designation offered by the Financial Planning Association- Certified Financial Planner (CFP).

He is an Associate of the Financial Planning Association of Australia.

David commenced as a representative of AMP in 1986. In 1989 he was recruited to join National Mutual as the Northern Tasmanian Agency Manager and in 1996 he was appointed to the position of State Manager of Distribution. David commenced with Investor Financial Planning in 1999. As a Prinicpal, he is responsible for managing the practice and providing comprehensive financial planning advice.

 

Dane Waldron CFP, B. Comm, Dip FP

Representative of Investor Financial Planning Pty Ltd.

Dane WaldronDane has completed the Diploma of Financial Planning through Deakin University in Victoria (top graduate 1997).

Dane has been designated a Certified Financial Planner by the Financial Planning Association of Australia and sits on the board of the Northern Tasmanian Charter.

Dane joined Investor Financial Planning in early 1996 after spending six years in accounting and taxation with Garrotts. During this period he completed a Bachelor of Commerce with the University of Tasmania (Dean's Honour Roll).

 

Zach McArthur CFP, B. Comm, Dip FP

Representative of Investor Financial Planning Pty Ltd.

Zach McArthurZach completed a Bachelor of Commerce degree with the University of Tasmania in 1996, with a major in Finance and minors in Marketing and Management. He commenced his career with Hillross Financial Services in 1996, developing plan writing and research.

Zach joined Investor Financial Planning on a part time basis in October 1999 and began full time employment in April 2000.

Zach has completed his Diploma of Financial Planning through Deakin University and has the designation of Certified Financial Planner, the highest industry qualification. He is also a member of the National Investment Committe and a Graduate of the 2007 Tasmanian Leaders Program.   

Advisers

Ross Mezger Grad. Dip. Prof. Mgt (HONS)

Representative of Investor Financial Planning Pty Ltd.

Ross MezgerRoss has a Graduate Diploma of Professional Management (TCAE) including Law and Tax Accounting and a Bachelor of Arts (Hons. QLD).

Ross has a background in TAFE and University education, management and international marketing, with experience as a superannuation Trustee, Company Director and full time private investor.

This experience is supported by advanced studies in financial analysis and evaluation, personal investment management, tax planning, risk management, estate planning and financial markets.

 

Liz Gee

Representative of Investor Financial Planning Pty Ltd.

Liz GeeLiz is an Associate of the Financial Planning Association of Australia, she commenced as a representative of National Mutual Life (Now AXA Australia) in 1985. During that time Liz completed all the Australian Lifewriter courses relating to personal risk insurance and business insurance and was chosen as Tasmanian Lifewriter of the year in 1992.

Liz joined Investor Financial Planning in 2001. She provides specialist advice on risk insurance and superannuation.

 

Stuart McCarron CFP

Representative of Investor Financial Planning Pty Ltd.

Stuart has completed the Diploma in Life Insurance from Deakin University and has also completed the Diploma in Financial Planning through the Royal Melbourne Institute of Technology.

Stuart holds the highest designation offered by Financial Planning Association-Certified Financial Planner (CFP).

Stuart commenced with National Mutual as an Adviser in 1988 and after 4 years he was recruited to Westpac as a Financial Adviser. After 9 years with Westpac he was appointed to the position of Senior Financial Planner for the state of Tasmania.

Stuart joined Investor Financial Planning in 2002 to provide comprehensive planning advice specialising in Centrelink strategies.

 

Brian Kearns BSc (Econ), Dip Fin GCert Fin Planning (FINSIA)

Representative of Investor Financial Planning Pty Ltd.

Brian KearnsBrian has been with the firm for almost two years working as part of the strategy development team where he developed a broad knowledge of Financial Planning strategies and products.

He hails from Ireland where he spent five years at Queens University of Belfast, before working in retail banking.  He moved to Australia in 2004 where he completed his PS146 Compliance training through the Financial Services Institute of Australia.  Brian is currently completing a Graduate Diploma of Financial Planning through the Institute, which complements his focus on ASX Listed Investment Strategies.

Brian holds a Bachelor of Economics degree and a Postgraduate Diploma in Finance through Queens University of Belfast and has completed the Graduate Certificate in Financial Planning through the Financial Services Institute of Australia.

 Fleur Thomas

Representative of Investor Financial Planning Pty Ltd.

Fleur ThomasFleur began her career with Investor Financial Planning in 2005 as part of our Strategy Development Team.  Whilst conducting extensive research of the financial industry as part of her role, Fleur also undertook study to become a Financial Adviser.   Combining study and work, Fleur developed a broad knowledge of financial planning strategies and products through a myriad of workshops and training.   
Having experienced many facets of the industry while working in various areas of our financial planning division  Fleur decided to specialise in the area of risk insurance and see's a real need for people to insure themselves against a traumatic event.  To understand that a client has the appropriate insurance to continue to live in the lifestyle they are accustomed to is the focus for Fleur to continue to provide such important advice. 
With an interest in sport herself and people's general health and wellbeing, Fleur draws on her experiences of working with a range of people at different stages and hardships of their life having worked in industries such as Sport & Recreation and Recruitment prior to joining the firm.
Utilising these experiences and with the combined efforts and  knowledge of our whole Financial Planning Team, Fleur has developed a range of clientele and looks forward to assessing your needs.

 

Benjamin Coxen B. AppSci GCertFinplanning

Representative of Investor Financial Planning Pty Ltd.

Ben CoxenBen completed a Bachelor of Applied Science in Human Movement Studies at the University of Queensland and began his career as a Physical Education, Mathematics and Science teacher in rural Queensland. Ben has also gained international experience, teaching for a year in schools in Central and South London. 

Whilst teaching, Ben began studying a Bachelor of Commerce with a finance major through the University of Southern Queensland and, after moving to Launceston in early 2005 joined Investor Financial Planning. 

Ben worked as a planwriter preparing strategy and investment advice for clients whilst also completing his Graduate Certificate in Financial Planning. Ben has recently completed his Graduate Diploma in Financial Planning through FINSIA.