Our experienced and knowledgeable advisers are here to help you achieve your financial goals.
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.
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.
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.
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 is a member of the FPA and a CERTIFIED FINANCIAL PLANNER®. He has been a part of the Strategy First team since 2013 and also completed a Diploma and Advanced Diploma of Financial Services (Financial Planning). He is passionate about helping people along their financial journey and his experience encompasses a broad range of Financial Planning needs, including Cashflow Management, Wealth Accumulation, Portfolio Management, Pre and Post-Retirement Planning and Personal Insurance.
Erin is a member of the FPA, the TPB and a CERTIFIED FINANCIAL PLANNER® with a Bachelor of Commerce (Liberal Studies) and a Diploma of Financial Services (Financial Planning). Completing her Financial Planner Certification in 2014, Erin graduated as the highest achieving student, earning herself the inaugural Gwen Fletcher Memorial Award.
Erin is an experienced Financial Planner advising on a wide range of financial strategies, including tax-effective wealth accumulation, cash flow and debt management, retirement planning and personal insurance. She is passionate about working with clients to help them identify and articulate their financial goals before formulating the steps required to achieve them.
Our friendly support team are at your service.
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.
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.
Melissa is a professionally qualified financial adviser (CFP® 2005) with over 15 years’ experience in financial services organisation. She has recently begun her role as Senior Paraplanner at Strategy First. Melissa's thorough understanding of the financial framework and statutory legislation surrounding financial services gives the paraplanning team a strong foundation of guidance.
Senior Client Service Specialist
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.
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.
Practice Manager & Responsible 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 Graduate Diploma of Financial Planning.
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.
Client Service & Communication 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.
Client Service Specialist
With over 20 years of Client Service experience and post graduate studies including a Diploma of Financial Planning, Di combines her knowledge and understanding of people with her desire to help others achieve their goals. The benefit is being able to see clients reach their potential and live the life they want.
Client Service Specialist
Bringing with her an innovative mindset, Maugan combines 10 years of Hospitality and Customer Service experience with exceptional organisational skills to achieve the highest quality required for our Client Service Specialists. Maugan’s specialty is quickly identifying breakdowns in workflows and devising practical and cost-effective solutions.
Tracy's specialist experience and professional attitude is backed by an exemplary career in accounting and administration. Tracy's contribution to Strategy First aims to help us reach peak service delivery and organizational management.
Adam’s skill set combines more than a decade of customer service experience with a Bachelor of Commerce from the University of Canberra. Having joined Strategy First to undergo an Associate Adviser Graduate Program; Adam’s long-term goal is to gain a broad and deep understanding of all parts of a Financial Planning company. Over time Adam will look to complete his professional year and become an accredited Financial Adviser.