John Smith B A (Hons)
Tamworth financial advisors
John Smith B A (Hons)
Certified Financial Planner, Chartered Financial Planner, Fellow of the Personal Finance Society and Certified Financial Planner
John Smiths family moved to Tamworth family moved to Guildford in October 1979 Many in Tamworth will remember his father Roger who was a Manager for a local bank for many years.
Having left Sydney School in 1984, he became a Draughtsman for a year before following the family line and joining a bank
He worked in Epping for 2 years before leaving the bank and moving into the insurance world, initially in mortgages, before moving to Sydney Life firstly as a sales representative in Manly , before being promoted to the Parramatta branch and into the role of Financial Planner tamworth financial advisors This has meant that he now know the financial field very well tamworth financial advisors John enjoys providing financial planning advice and this has motivated him to improve an understanding by sitting the Chartered Insurance Institute financial services examinations and recently completing an honors degree in Financial Services Tamworth financial advisors This provides his clients with confident and informed recommendations Tamworth financial advisors
John enjoys time with my son Andrew, keeping fit by cycling and exercise, scuba diving and tending the garden Tamworth Financial Advisors He is also ran in the Sydney to surf in 2008 in aid of The Association for Spina bifida
Mary Jones B Eng (Hons), C Eng, MICE
Mary Jones B Eng (Hons), C Eng, MICE
Director and Office Manager (Non advisory role) tamworth financial advisors
Mary has had a successful career in Civil Engineering, graduating in 1991 and achieving chartered status in 1998 tamworth financial advisors In addition to her engineering qualifications, Mary has also passed the Association of Project Managers Practitioners exam tamworth financial advisors
Mary's role in civil engineering has seen her work on many projects around the country, ranging from short cable tunnels under Sydney to large motorway widening schemes, with the last project being an infrastructure survey of the Brisbane network tamworth financial advisors
As the demands of Tamworth Financial Planners have grown, so has the need for management of administration tamworth financial advisors This need has been met by Mary, who joined on a full time basis in January 2005 tamworth financial advisors Although a full director of the company, this is her first foray into the financial services world, and she brings to the back office function a wealth of management and business acumen to propel the company forward tamworth financial advisors
When Mary can drag herself away from work she enjoys swimming, scuba diving and holidays in the sun tamworth financial advisors She qualified as an open water diver in 2005 and advanced open water diver in 2006 tamworth financial advisors Together with Keith she also ran in the Sydney to surf in 2008 in aid of The Association for Hydrocephalus tamworth financial advisors