Robert Berens MFP, AFPA
Principal Adviser, Aged Care Specialist
Rob has a Master of Financial Planning with over 12 years experience in the industry. Rob has been instrumental in developing financial wellness programs for many organisations, both large and small, which has led to improved financial literacy and better financial outcomes for participants in these programs.
An area of speciality is Aged Care advice, helping clients and their families navigate an often complex area.
Rob also sits on the board of the Godfrey Pembroke Practice Development Group which helps keep Godfrey Pembroke at the forefront of the financial planning industry and steer the future direction of the group.
Outside the office, Rob enjoys surfing, music and the occasional glass of red.
Simon Gabbie AFPA, Adv Dip FS (FP)
Simon has an Advanced Diploma of Financial Services with over 12 years experience in the industry. Simon is an Affiliate Member of the FPA and is currently completing the Certified Financial Planner program. Simon is also a Justice of the Peace in NSW.
Early in Simon’s career, he worked for a Chartered Accounting firm in Sydney which gave him a solid grounding in tax planning and the use of structures including family trusts, companies and self managed superannuation funds.
In his spare time, Simon enjoys running and spending time with his family.
Helen Baker MFP, MICM, B.Com, FPA
Senior Financial Adviser
Helen has a Masters in Financial Planning, a Masters in Innovation and Change Management, and a Bachelor of Commerce in Accounting.
Helen is also the founder of “On your own two feet” and has a heart for those wanting to get ahead through excellent advice in a safe environment. Helen is known for her presentations to various organisations including Women in Mining, Women in Super, Women in Construction as well as various companies who want to educate their staff.
Helen is still playing soccer and is an Arsenal fan. She also loves spending time with family, friends, dancing and travelling to name a few.
Rob Chester B. Bus, ADFS (FP), AFP
Rob has an Advanced Diploma of Financial Services with over 8 years experience in the financial services industry. Rob is instrumental in delivering strategic solutions to our clients and has a genuine passion for the wealth management industry.
Rob has gained his experience both on home soil and in International markets. He believes that the Financial Advice industry in Australia is at the forefront of most developed countries.
Outside the office, Rob enjoys getting out on the water either fishing or surfing.
Stephanie Dow GradCertMgt, Dip. FP.
Client Service Manager
Stephanie has a Master of Business Administration and a Diploma of Financial Planning and joined our practice in 2011. Stephanie’s role is to manage consistent delivery of service to our clients by working with advisers, institutions, fund managers and insurers to ensure all administrative requirements are delivered to the highest of standards. Stephanie focuses on management of workflow, newsletters, websites and events.
Stephanie enjoys travelling, the outdoors, reading and spending time with family and friends.
Jessica Beresford Dip. FP.
Client Service Manager
Jess joined our team in January 2018 after recently returning home to Brisbane, and has been within the financial planning industry for the past 11 years. Jess thrives on providing excellent customer service to our clients.
On a personal note, Jess has a 5 year old son and loves going camping with her family and shopping for jewellery.
Janet Joseph Adv Dip FS (FP)
Chloe McPherson AdvDipFS (FP)