Copyright © 2018 Strategy First Financial Planning Pty Ltd.  All rights reserved. 

Contact us:   02 9091 0080

Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale   PO Box 7418, Warringah Mall NSW 2100 Australia

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Our Advisers

Our experienced and knowledgeable advisers are here to help you achieve your financial goals.

Patrick Anwandter

Managing Director, Representative and Financial Planner

Patrick was named as one of the Top 50 Financial Advisers in The Australian and Barron’s 2017 research. He is also a Finalist for ifa Excellence Boutique Advice Firm and Practice Principal of the Year for 2017. Patrick has ranked in the Top 50 Personal Investors by the AFR Smart Investor Magazine Masterclass for 7 years running. He has 20 years of experience, with particular expertise in SMSF, Wealth Accumulation and Strategic Planning. Patrick is celebrated for achieving the highest mark in the SMSF Association’s Professional Certificate.

David Price

Director, Representative and Financial Planner

David is the founding Director of Strategy First, starting the business in September 2005. David is passionate about his clients, the Strategy First team, and the provision of quality, strategic advice.

Don Foster

Financial Planner and Representative

Don is a member of the FPA and has over 25 years experience. He is skilled in all aspects of Financial Planning, including the areas of Wealth Accumulation, Pre and Post-Retirement Planning, Estate Planning, Investment Portfolio Advice and Personal Insurance.

Rhys Phillips

Financial Planner & Paraplanning Manager

Rhys is a member of the SMSF Association and holds a Diploma and Advanced Diploma of Financial Services. He has been a dedicated team member since 2010 and is skilled in the areas of Wealth Management, Strategic Planning, Estate Planning, and Portfolio Management.

Finalist in the 2018 Young Leaders in Finance Awards in the Financial Adviser of the Year category. 

Chris Gilmour

Financial Planner

Chris has been a part of the Strategy First team since 2013. He completed a Diploma and Advanced Diploma of Financial Services (Financial Planning) and is currently working towards a CFP designation as a member of the FPA. He is passionate about helping people, previously working to help integrate people with disabilities into society. His experience encompasses a broad range of Financial Planning needs, playing a key part in the delivery of our Wealth Achievement Program.

Our Team

Our friendly support team are at your service. 

Taiki Yasushima

Senior Paraplanner

Taiki assists our advisers with technical and administrative support, providing research and documents of client advice.

He has previously worked for an accounting firm in the financial service division for over 6 years.

Finalist in the 2019 Money Management Paraplanner of the year award.

Sam Battaglene

Paraplanner

Sam has five years of experience in financial services and as a taxation consultant. At Strategy First, Sam assists our Advisers with technical and administrative support, providing research and documents of client advice. Sam holds an Advanced Diploma of Accounting and is currently studying a Bachelor of Accounting and Finance at Australian Catholic University.

Michael Lang

Paraplanner

Michael is currently studying a Bachelor of Commerce at Sydney University and his role at Strategy First is to assist our Advisers with technical and administrative support. Michael uses his commerce background to assist with research and documents of client advice.

Leah Steele

Team Leader - Client Service

With a background in information technology, event management and administration Leah brings an eclectic mix of skills focused on our company ethos of 'making dreams happen'.  Heading up the Client Service team Leah supports her clients and her team with heartfelt intention, knowledge and experience.

Nera Kokot

Client Service Specialist

Nera brings to Strategy First a background in office administration and exemplary customer service.   As a member of our Client Service Team, Nera supports clients and advisers daily reviewing and sending advice documents, preparing support material, actioning applications, gathering information and maintaining strong client relationships.

Anita Goodridge-Olsen

Practice Manager

Anita has been in the finance industry for over 22-years, and has valuable experience across several positions in retail banking. Amongst others, Anita was awarded Financial Planner of the Year for Risk Advice in 2010. She has completed a Master of Business Administration and also holds a Diploma and Advanced Diploma of Financial Planning.

Daniel Rhodes

Client Service Specialist

Daniel joined the Strategy First upon completion of a Bachelor of Commerce.  During his studies, Daniel worked in a sales environment and found pleasure in engaging with customers and attending to their needs.  He has a diverse role at Strategy First - primarily working with the Client Service Team but also contributing to the processes required for the preparation of our Advice documents.

Kay Marin

Client Service Specialist

Kay is part of our customer service team, primarily looking after our client’s insurance policies. She loves the knowledge she has gained working for different companies and the variety of the work that comes with the role. 

Diane Dias

Client Service Specialist

With over 20yrs of Client Service experience along with graduate and post graduate qualifications, including currently completing a Diploma of Financial Planning, Di combines her knowledge and understanding with her love of helping people achieve their goals to create the life they want.