Suite 2 / 1 Alexandra Ave, Rose Park

17 Vaughan Tce, Berri

08 8332 6900

+61 8 8582 3555

info@kingfisherfinancial.com.au
Kingfisher Financial | About the Company
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About the Company

ABOUT KINGFISHER FINANCIAL SERVICES

Kingfisher Financial Services is an Adelaide and Riverland based firm offering comprehensive financial planning services to its clients.

Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

MEET OUR TEAM

ROB ALEXANDER
Responsible Manager, Senior Financial Planner and Managing Director

Rob grew up on a farm in Tasmania.  In his younger days he served for 12 years in the Royal Australian Navy. Rob started as a financial planner in 2007 offering the provision of financial planning advice, before previously spending 7 years in banking and finance.

Rob’s qualifications include:

      • Bachelor of Arts – Christian Counselling (BA, CC)
      • Bachelor of Education (B.Ed)
      • Post Graduate Diploma in Financial Planning (PG Dip FP) Waikato
      • Certified Financial Planner (CFP)
      • Member of the Financial Planning Association of Australia
      • Registered Tax (Financial) Agent

CHRISTINE NEED
Director and Senior Financial Planner

Christine grew up in Berri (in the Riverland) and moved to Adelaide in 1994 to study where she currently lives with her husband and 2 children.  She has an accounting background and has been providing financial advice since 2003.

Christine’s qualifications include:

      • Bachelor of Commerce
      • Graduate Diploma in Financial Planning (G Dip FP)
      • Certified Financial Planner (CFP)
      • SPAA accredited SMSF Specialist Advisor (SSA)
      • Member of SMSF Association (previously Self-Managed Super
      • Fund Professional Association of Australia)
      • Member of the Financial Planning Association of Australia
      • Registered Tax (Financial) Agent

BRAD SALISBURY
Director and Senior Financial Planner

Brad grew up in Adelaide and is married with 2 young daughters.  He has been in the finance industry since 2012.

Brad’s qualifications include:

      • Diploma of Financial Planning (RG146)
      • Advance Diploma of Financial Planning
      • Graduate Certificate in Financial Planning
      • Graduate Diploma in Financial Planning
      • Masters in Financial Planning
      • Registered Tax (Financial) Agent

PHIL CRESP
Senior Financial Planner

Phil grew up in the Riverland and lives with his beautiful Wife Ebonie, and their twin boys. When Phil and his family aren’t discovering diverse and gorgeous parts of Australia in their caravan, they are enjoying playing tennis and long afternoons and evenings water skiing with a nice wine. Phil began financial advising in 2009 after a previous trade occupation and loves working with a diverse and unique client group.

Phil’s qualifications include:

      • Diploma of Financial Planning
      • Advance Diploma of Financial Planning
      • Graduate Diploma in Financial Planning

DEREK SCHUTZ
Senior Financial Planner

Derek grew up and went to school at Karoonda in the Mallee where his Banking career started. He then moved to the Riverland with his Bank employment and resides in Renmark/Paringa. He has 12 years’ experience in Banking and Finance before moving to Financial Planning in 2001. He is married to Tina with 5 children who have all left home now.

Derek’s qualifications include:

      • Diploma of Financial Planning (Dip FP)
      • Graduate Diploma of Financial Planning (GDipFinPlanning)
      • Masters Degree in Financial Planning (MoFP)
      • Justice of the Peace in South Australia

ZOE BINDER
Client Services Officer

Zoe is a Riverland local, she has grown up in Renmark and is based out of Kingfisher’s office in Berri. She began her career in Hospitality and Function Management before moving across to the financial planning industry as a client services officer in 2019.

Zoe’s qualifications include:

      • Advanced Diploma of Paraplanning

WHAT SET’S US APART

COLLABORATIVE APPROACH

A team of highly motivated and efficient experts – Kingfisher Financial Services
connects you with a network of top accounting, legal, financial services
professionals to streamline and help you manage your money better.

 

Every client is unique and requires varying levels of services.

 

Our business model is unique in the industry and that is a huge strategic advantage to our clients. Our years of extensive industry and network experience allow us to hand pick only the very best in breed specialist to serve our clients. We take a collaborative approach with industry best practice specialists who are highly motivated to work efficiently.

OUR UNIQUE PROCESS

With Certified Financial Planners in the team, Kingfisher Financial Services is called to a higher standard of professionalism and service delivery. We believe that an interactive and open communication process with our clients is essential in delivering quality tailored advice and solutions.

 

Financial planning is not a one-off exercise.  It should map your lifetime and mirror your financial objectives. From single strategy advice to complex multi-strategy solutions we can assist you to achieve your goals.

 

Kingfisher Financial Services is a full service financial planning firm that is here for you all year round, for generations.