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Our Team

Our team consists of five experienced and qualified Advisers, a Practice Manager, Para-planners, Client Services staff and a Finance and Accounts officer.

The advisers are:

Michelle Veitch - Michelle is a partner in the business. She has been an Adviser in the financial services industry since 1999. Michelle has been awarded the 2012 Value of Advice award for Charter Financial Planning in South Australia. She was a finalist in the AFA Female Excellence in Advice Award in 2011, the Gerald Lipmann Award Winner and AXA Australia's Adviser of the Year for 2009 and was South Australia's AXA Adviser of the Year in 2005. She has completed her Diploma of Financial Planning and is also a Certified Practitioner of Neuro Linguistic Programming Business Communications.

Peter Knowling - Peter has been an Adviser with our group since 2009 and in the financial services industry since 1974. He has vast experience, is a Certified Financial Planner and is now advising a number of key clients. Peter is also a Certified Practitioner of Neuro Linguistic Programming Business Communications.

James Rundle - James joined our group in 2009 and has been an Adviser since 2010. James has a Diploma of Financial Planning amongst other qualifications that cover a range of insurance, savings and superannuation matters. He is also a key person for our ongoing client service program.

Tim Haselum - Tim has been in the financial services industry since 2009 and with our business since 2013 and has gained significant technical, administrative and advice experience. Tim commenced as an Adviser in 2015. He holds a Bachelor of Economics and a Bachelor of Finance (International).

Ben Newman - Ben started in financial services in 2011 and has been an adviser since 2014. He holds a Bachelor of Business and an Advanced Diploma of Financial Planning. He joined our company in 2017.

 

Our caring and experienced support staff include:

Paul Bubner - Advice Mentor

Pina Bubner - Client Liaison

Maddison Veitch - Marketing Coordinator

Kelly Leach – Concierge  

Judy Koch - Finance and Accounts Officer

Craig Cox - Systems and Procedures Manager

Tess Mellow - Executive Assistant

Tess Lawson - Receptionist / Administration Assistant

 

"Our business is a people business and we consider
the referral of your friends and acquaintances as the greatest compliment"



MIPA Financial Network Pty Ltd (ABN 12 096 045 591)
Corporate Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: Level 24, 33 Alfred Street, Sydney NSW 2000

MIPA Financial Network Pty Ltd trades as MAP Financial Strategies and MyGen Financial Strategies. The group incorporates Business & Investment Consultants Australia Pty Ltd trading as Business & Investment Consultants Australia.
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