Our Team

Our advice team has been carefully selected for their specific expertise and experience.
We have built a complementary and focused team dedicated to delivering a trusted and
reliable wealth management service.

David Price - Managing Director

David Price is the Director, Representative and Financial Planner of Strategy First Financial Planning Pty Ltd, the holder of Australian Financial Services Licence No. 290771. David has been operating as a Licensed Financial Planner since June 2000. Prior to June 2000, David spent 5 years in the funds management industry. David completed the Graduate Diploma in Financial Planning (from Deakin University) in 2002. David has also completed Undergraduate Studies in Financial Markets from the Securities Institute of Australia and Postgraduate Studies in Applied Finance from the University of Technology Sydney.

   Phone: (02) 9939 4686
   Email: davidp@strategyfirst.com.au

Patrick Anwandter - Financial Planner

Patrick Anwandter is a Representative and Financial Planner of SFFP Pty Ltd, the holder of Australian Financial Services Licence No. 290771. Patrick has been operating as a Licensed Financial Planner since June 1995. He has attained SMSF Specialist Adviser accreditation with the SMSF Professionals Association of Australia (SPAA). Patrick completed the Diploma of Financial Planning (from Deakin University) in 1998. He has also completed a Bachelor of Commerce (Economics and Finance) with the University of Western Sydney, Nepean, Graduate Diploma of Applied Finance and Investment with the Securities Institute of Australia (now FINSIA) and Professional Certificate in SMSFs with the University of Adelaide (SPAA Prof Cert in SMSF award winner). Patrick has achieved a top 50 ranking in the Personal Investor / AFR Smart Investor magazine Masterclass from 2001 to 2006, and 2008.

   Phone: (02) 9939 4686
   Email: patricka@strategyfirst.com.au

David Hardman - Financial Planner

David Hardman is a Representative and Financial Planner of SFFP Pty Ltd, the holder of Australian Financial Services Licence No. 290771. David has been operating as a Licensed Financial Planner since June 1997. David has a Degree in Economics from the University of Tasmania.

   Phone: (02) 9939 4686
   Email: davidh@strategyfirst.com.au

Rebecca Xenita - Paraplanner

Rebecca has been in the financial planning industry for 5 years and has gained experience in superannuation, investments, retirement, taxation and estate planning. Prior to this, Rebecca worked for a law firm, while completing her Undergraduate Degrees in Law and Business. Rebecca has a Diploma of Financial Services and Advanced Diploma of Financial Planning through Kaplan Financial (formerly Tribeca) and has plans to become a Certified Financial Planner. Rebecca is responsible for assisting the Advisors deliver best practice advice, including financial modelling, research, technical support, portfolio administration and documenting client advice.

   Phone: (02) 9939 4686
   Email: rebeccax@strategyfirst.com.au

Rhys Phillips - Junior Paraplanner

Rhys has just finished a Bachelor of Commerce, with a major in finance at Macquarie University and has just started a Diploma of Financial Services (Financial Planning) with Kaplan Professional. He is responsible for assisting the Advisors deliver financial modelling, research, technical support, portfolio administration and documenting client advice.

   Phone: (02) 9939 4686
   Email: rhysp@strategyfirst.com.au

Diana Plenty - Operations Manager

Diana has been working in the administration area for many years. Her varied role includes compliance, marketing, human resources, accounts payable and general running of the office.

   Phone: (02) 9939 4686
   Email: dianap@strategyfirst.com.au

Anneliis Matthews - Assistant Office Manager

Anneliis is very experienced and professional. Her role is to assist the Advisers, Paraplanners and Administration. Anneliis can be contacted for any queries regarding insurance, invoices and administration.

   Phone: (02) 9939 4686
   Email: anneliism@strategyfirst.com.au

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