Our Advisers

Pam Bickley
Email : pbickley@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP

Pam spent eight years in the Finance Industry in various roles covering sales, risk management and marketing before moving to Financial Planning in 1993.

She has completed the Diploma of Financial Planning, is a Practitioner member of the Financial Planning Association and holds the Certified Financial Planner status which is the internationally recognised symbol of excellence in financial planning. This designation is awarded as a result of academic study, commitment to ethics and professional experience as a financial planner. She works with a diverse client base of retirees and wealth accumulators to achieve their financial and lifestyle objectives.

Alex Butler
Email : abutler@prescottsecurities.com.au
Adviser & Representative
B.Ec., Dip FS (FP), Dip. Lang.

Alex has been working for Prescott Securities since 2004 assisting clients in developing plans and achieving their wealth management goals. Alex holds a Bachelor of Economics from the University of Adelaide and a Diploma of Financial Services (Financial Planning). He works closely with his clients to provide strategic and investment planning to enable them to reach their accumulation and retirement objectives.

Prior to working for Prescott Securities, Alex ran a small business within the entertainment industry and maintains an expertise in the area of small business matters. Alex still retains an interest in music as well as playing for a local soccer club.

Geoff Catt
Email : gcatt@prescottsecurities.com.au
Adviser and Representative
FPA Fellow, CFP

Geoff is a Certified Financial Planner (CFP) with over 28 years hands-on experience in personal financial planning.

Geoff specialises in helping retired people, and those “baby boomers” preparing for retirement during the last “ten golden years” of professional working life. His clients are usually in their late 40’s through to their 60’s and beyond, have accumulated or are in the process of accumulating significant wealth and aim to enjoy a comfortable and relaxed retirement with a minimum of fuss.

In addition to his South Australian based clients, He also looks after clients in Tasmania.

Simon Croxton
Email : scroxton@prescottsecurities.com.au
Adviser (Personal Risk) & Representative
CFP Dip.FP Grad.Dip.Mgt (Adel)

Simon is the Manager of Prescott Securities Limited Personal Risk Insurance Division. His background was in Banking and Finance prior to joining the Insurance Industry. Simon has a Diploma in Financial Planning and is a Certified Financial Planner. Currently undertaking an MBA through the University of Adelaide, Simon is CCH Australia's author on Personal Risk Insurance issues and lectures for the Securities Institute on Personal Insurance.

Simon specialises in providing quality personal risk insurance advice to executive and tertiary educated clientele. As a Broker, Simon acts for his clients in all insurance considerations and does not represent nor have allegiances with any insurance companies.

Helen Dundon
Email : hdundon@prescottsecurities.com.au
Adviser and Representative
B.Acc. CPA (FPS)

Helen is a Financial Planner and Authorised Representative of Prescott Consultants Ltd. Helen has over 20 years experience in the Financial Services industry with the past 10 devoted to provision of financial investment advice to wealth creators and those approaching or in retirement. Previous employment has provided extensive experience in tax accounting, trusteeship and estate planning.

Helen has a Bachelor of Accountancy and is professionally accredited as a CPA Financial Planning Specialist. As a Member of the Australian Society of CPA’s and the Financial Planning Association of Australia (FPA), she has agreed to follow their Professional Rules of Conduct and Code of Ethics.

Chris Everett
Email : ceverett@prescottsecurities.com.au
Adviser & Representative
CFP MAIEx

Chris’ whole working life has been involved in the financial services industry. The past 20 years has been as a financial planner where he has achieved the standards required to be a Certified Financial Planner. Prior to this he spent over 15 years in international banking, having worked for the National Australia Bank both in Adelaide and Melbourne, working with some of Australia’s largest companies.

Chris specialises in personal retirement planning, Centrelink issues, and ensuring that his clients enjoy a stress free, well-structured financial position using common sense planning techniques.

Suzanne French
Email : sfrench@prescottsecurities.com.au
Adviser (Personal Risk) & Representative
Dip FS (Life Ins)

Suzie has been a Personal Risk Adviser for over 5 years and specialises in providing quality personal risk insurance advice to executive and tertiary educated clientele.

Suzie has a Diploma of Financial Services – Life insurance and is well qualified to provide specialised advice. Acting on behalf of her clients in all insurance considerations, she is licenced to advise upon the contracts of a vast number of products major insurance companies offer.

There are a number of areas that risk advice can cover, such as:
• Income Protection
• Trauma
• Life
• Total & Permanent Disablement
• Business Expenses
• Business Insurance

Suzie adopts a personalised approach and understands her client’s needs ensuring they and their family are financially protected.

Should a claim occur it is important to know that she will assist her clients and represent them throughout the entire claims process giving them peace of mind and reassurance when it is required most.

She is experienced in working closely with financial service professionals such as financial planners, accountants and solicitors in developing and implementing appropriate insurance
portfolios designed specifically for her clients needs.

Darryl Gobbett
Email : dgobbett@prescottsecurities.com.au
Adviser, Representative & Chief Economist
B.Ec(Hons) Grad.Dip.FP(FINSIA) SFFINSIA

Darryl is an Adviser, Representative and Responsible Officer of Prescott Securities and the Group Chief Economist for Prescott Securities and the WHK Group. Darryl has worked in senior financial and economic advisory and management roles in the Federal Departments of Treasury and Prime Minister and Cabinet, Bank SA, Adelaide Bank and Access Economics since graduating from the University of Adelaide in 1975 with an Honours Degree in Economics. Darryl completed the Graduate Diploma of Financial Services Institute of Australasia (FINSIA) in 2000 and also studied Accounting and Political Science at the Australian National University. He is a past member and past Chair of FINSIA’s South Australian Regional Council and a past member of FINSIA’s National Council. Darryl is married with three children and is a member of the Port Adelaide Football Club and grower Member of Trees for Life.

Megan Henderson
Email : mhenderson@prescottsecurities.com.au
Adviser (Personal Risk) & Representative
BEc, GCertFP

Megan has worked in the Financial Services industry for the past 11 years and made her career move in July 2008 to specialise in personal risk insurance.

Since then she has been providing quality personal risk advice to clients of Prescott Securities as a Personal Risk Adviser in the following areas:
• Income Protection cover
• Trauma cover
• Life cover
• Total & Permanent Disablement cover
• Business Expense cover
• Business insurance cover

Her advice includes consideration on the merits of holding insurance cover within the superannuation environment.

She has an Economics Degree and a Graduate Certificate in Financial Planning.

Megan acts for clients in all personal insurance considerations and does not have any allegiances with any insurance company. She works closely with her clients to ensure that they have a complete personal insurance portfolio that suits their needs and objectives.

She has gained extensive knowledge and experience with personal insurance claims over the years whilst working within the industry. Megan will assist clients at the time of being insured and most importantly should a claim be needed, will assist at that time to ensure the claim process
is as smooth and hassle free as possible.

Mike James
Email : mjames@prescottsecurities.com.au
Adviser and Representative
BA (Hons), CFP Dip.FP

Mike has been working in the financial services industry for over 10 years, having previously worked in the corporate superannuation sector. In addition to his work experience, Mike has studied extensively and has attained both a Bachelor of Business Economics and a Diploma in Financial Planning. Apart from his financial planning work, Mike has a strong background in Superannuation Fund Administration and is well versed in all the technical issues involved in superannuation and investment.

He is a Certified Financial Planner and as a Member of the Financial Planning Association of Australia (FPA) has agreed to follow their Professional Rules of Conduct and Code of Ethics.

Matthew Kerrish
Email : mkerrish@prescottsecurities.com.au
Adviser and Representative
A (Fin)

Matthew has recently joined Prescott Securities Limited as a Financial Adviser, bringing with him over 20 years experience within the financial services industry and private enterprise.

Prior to joining Prescott Securities, Matthew was a Relationship Executive in Corporate Banking, successfully managing a portfolio of Corporate and Business Banking clients across a range of industries. Matthew also spent time as a Branch Manager and Team Leader – his focus clearly on providing excellent service to clients and practical solutions to their finance needs.

Working closely with his clients, Matthew specialises in providing quality advice to clients seeking to either build wealth, protect assets or those people looking to enjoy a more comfortable retirement lifestyle.

Matthew is a member of recognised industry bodies, Finsia and the Financial Planning Association (FPA).

Pamela Lipert
Email : plipert@prescottsecurities.com.au
Adviser & Representative
B.Eng. MBA Dip.FP

Pamela is a Private Client Adviser at Prescott Securities Ltd with extensive experience in business and management. Before entering the finance industry, Pamela worked for 17 years as a professional engineer, moving from research and development to systems design and then into a senior management role. During this time she also completed her Master of Business Administration.

Pamela has undertaken extensive study in the financial industry. In doing so she has completed the Diploma of Financial Planning and continues to undertake professional development.

Nick Loxton
Email : nloxton@prescottsecurities.com.au
Adviser & Representative
CFP Dip.FP

By referral only.

Graeme Madden
Email : gmadden@prescottsecurities.com.au
Adviser and Representative
AFPA

Graeme entered the financial planning industry in 1997 after many years in business management and accounting, both in country areas of South Australia and in Adelaide. His interest in financial planning led him to complete relevant courses accredited by the Financial Planning Association of Australia of which I he is now an Associate (Practitioner) Member.

By adopting a personalised approach to financial planning he has been able to clearly understand what his clients needs are and subsequently provide clarity in the recommended solutions.

David Middleton
Email : dmiddleton@prescottsecurities.com.au
Adviser & Representative
B.Comm., CFP

David joined the Financial Planning Industry in 1987. Prior to becoming a Financial Advisor he held management, business and product development positions with a number of South Australian public companies.

In 1995 David was named Financial Planner of the Year for South Australia by Money Management magazine. He was the Chair for the 1997 Financial Planning Association (FPA) Convention in Adelaide and was a member for the FPA National Board for five years completing his term in November 2002.

David has developed many of the financial planning and investment selection systems used throughout Prescott Securities Ltd and WHK Group nationally. He has particular expertise in advising on direct share investments; selected managed funds and self managed superannuation.

The investment book “Kissing the Frog” written by David and his brother Phillip was published by ABC Books in 2007.

Phillip Middleton
Email : pmiddleton@prescottsecurities.com.au
Adviser & Representative
M.Comm., FCPA, CFP

Phil has a Master of Commerce degree and is a Fellow of the Australian Society of CPA’s. He is also a Certified Financial Planner.

He has been in the wealth management industry since 1984 and still deals with clients from that time. Originally a Director with Morrisons, he has since been a Director of Pembroke Financial Planners, Ord Minnett and Prescott Securities. These past three companies have all operated
from the same premises at Eastwood since 1991, with the same personnel, just the business name has changed as companies have been taken over. Prior to 1984 he held senior finance positions with listed Australian Companies and worked overseas for three years for a USA based
consulting firm.

Carolyn Patrick
Email : cpatrick@prescottsecurities.com.au
Adviser & Representative
CFP, Dip FP

Carolyn is an Adviser and Authorised Representative of Prescott Securities Ltd. She started in the industry 12 years ago with Ord Minnett and has spent 6 of those years as a Senior Strategic Planner. Carolyn completed the Diploma of Financial Planning through Deakin University and has attained the internationally recognised status of Certified Financial Planner.

Carolyn is committed to assisting clients with reaching their financial goals and maintaining their desired lifestyle by providing quality strategic and investment guidance. She works together with clients to provide a personalised service to both wealth accumulators and retirees.

Carolyn has a particular interest in improving the wealth and financial knowledge of women and also has some experience in the area of family owned businesses.

Toula Petrou
Email : tpetrou@prescottsecurities.com.au
Adviser & Representative
AFPA

Toula has been in the financial planning industry since 1986 and has worked with the firm since 1988.

Toula specialises in providing high quality investment advice, portfolio management and on-going reviews to retirees and high net worth individuals. She works closely with her clients to maximise long term returns, growing assets and generating income to support retirement lifestyles.

Toula is assisted by qualified staff to provide pro-active wealth management on an ongoing basis.

Benjamin Prisk
Email : bprisk@prescottsecurities.com.au
Adviser & Representative
CFP Dip.FP

Ben has been working in the financial services industry for over 10 years. In addition to this experience Ben holds a Diploma of Financial Planning through Deakin University and has been admitted as a Certified Financial Planner having undertaken postgraduate study, also through Deakin University.

Ben specialises in providing strategic and investment advice as well as portfolio management to a wide variety of working and retired clients, income tax exempt organisations and foundations. He and his clients work closely to plan for accumulation and preservation of wealth and the provision of secure, tax efficient income streams.

Ben is assisted by quality staff to provide client service on an ongoing basis.

Melissa Rundle
Email : mrundle@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP

Melissa is a securities adviser and has been working in the financial services industry for over 11 years. Melissa holds a Diploma of Financial Planning through Deakin University and is a Certified Financial Planner as designated by the Financial Planning Association.

Melissa specialises in providing strategic and investment advice as well as portfolio management to a wide variety of working and retired clients. She works closely with her clients to plan for accumulation and preservation of wealth and the provision of secure, tax efficient retirement income streams.

Mark Williams
Email : mwilliams@prescottsecurities.com.au
Adviser & Representative
BA (Hons), CFP® , Dip FP

Mark has been working in the Financial Services industry for over 15 years.

He commenced his career in Funds Management working in London and New York. Since arriving in Australia in 2002 he has gained further experience working for CommSec and Hayes Knight as a Principal in the financial planning division.

Prior to relocating to Adelaide to join Prescott Securities, Mark was a senior adviser in the wealth management division of WHK Horwath in Melbourne. Specialising in financial planning and wealth management, Mark used his broad experience to provide strategic financial planning, wealth creation and investment advice.

Mark is a member of the Financial Planning Association of Australia and has completed the Certified Financial Planner accreditation. He also holds a BA (Honours) Degree in Financial Services, a Diploma in Financial Planning and an Advanced Diploma in Financial Planning. In 2004 Mark won the Lincoln Indicators Prize for achieving the highest national grade for his final Financial Planning Diploma dissertation.

Having migrated from the UK, Mark is particularly well placed to understand the requirements of immigrants and assist with their financial well being.

Andrew Winter
Email : awinter@prescottsecurities.com.au
Adviser & Representative
CFP Dip.FP., SIA(Aff)

Andrew joined Pembroke Financial Planners in 1994 after spending 10 years with State Bank of South Australia in various branch banking and head office roles. He has completed the Diploma of Financial Planning, holds the Certified Financial Planner designation and is an Affiliate member of the Securities Institute of Australia. He is a Private Client Adviser for Prescott Securities Ltd and his client base includes both retirees and wealth accumulators.

Darren Wright
Email : dwright@prescottsecurities.com.au
Adviser & Representative
Dip.FS(FP), ADFS(FP), FPA (aff)

Darren has 8 years experience in the financial services industry in the areas of stockbroking and financial planning. This included a key role in the development and establishment of one of Australia’s largest stockbroking businesses in Sydney.

Darren holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Planning. As a Member of the Financial Planning Association of Australia (FPA), he has agreed to follow their rules of Professional Conduct and Code of Ethics.

Darren specialises in providing quality strategic and investment advice to clients who are accumulating wealth, or requiring tax efficient retirement solutions.

Michael Coupe
Email : mcoupe@prescottsecurities.com.au
Adviser & Representative
B Comm, AdvDipFS (Fin Planning)

Michael is an Adviser and Representative of Prescott Securities Limited and has been involved in financial planning with Prescott Securities and its parent company WHK Group since 2004. Starting as a graduate, then client service manager and now as an adviser, Michael understands the full support structure needed to assist clients in meeting their financial goals.

Michael holds a Bachelor of Commerce degree from the Australian National University and is a member of the Financial Planning Association (FPA). He has completed the Diploma and Advanced Diploma in Financial Planning and is currently studying to achieve the Certified Financial Planner
(CFP) qualification with the FPA.

Michael specialises in providing high quality, strategic financial planning and investment advice for clients. He assists clients to plan for the accumulation and preservation of wealth, and the provision of secure, tax efficient income streams.

Michael is part of a highly qualified and experienced team that works closely with clients to build long term relationships and provide a premium service that addresses the client’s financial needs, objectives and circumstances.

Timothy Reppen
Email : treppen@prescottsecurities.com.au
Adviser & Representative
B Comm, CFP, CA

Tim is an Adviser and Representative of Prescott Securities Limited.

Tim’s involvement with business and investments commenced when he completed a Bachelor of Commerce from the Australian National University in 1999 and he has worked in a selection of finance roles ever since, accumulating a broad range of knowledge and experience.

Tim began his career as a Chartered Accountant before his interest in financial planning and investments saw him move into this area. Prior to working at Prescott Securities, Tim worked as an analyst for a publicly listed telecommunications company, and he has also worked for international banks both in Australia and overseas.

Tim is a Certified Financial Planner (CFP) and is a member of the Financial Planning Association of Australia. He is also a Chartered Accountant (CA), a member of the Institute of Chartered Accountants in Australia and has been accredited as a CA Financial Planning Specialist.

Tim provides solutions for his client’s financial planning and investment needs, helping them to achieve their accumulation, retirement lifestyle or estate planning goals. He is supported by a highly experienced and efficient team, ensuring client service is paramount.

Peter Williams
Email : pwilliams@prescottsecurities.com.au
Adviser and Representative
M Com, FCA, CFP

Peter is an Adviser and Representative of Prescott Securities Limited and has been involved in financial planning and wealth management for over 25 years. He is the manager of the Sydney office and a Principal of Prescott Securities Limited, a subsidiary company of the publicly listed WHK Group Limited.

Peter is a Fellow of the Institute of Chartered Accountants, holds a Master of Commerce degree from UNSW and is a member of the Financial Planning Association (FPA). Peter was a founding partner of the leading Sydney based Chartered Accounting firm, Williams Hatchman & Kean, now
known as WHK Horwath. In 1999 Peter completed the Diploma of Financial Planning and was awarded the status of Certified Financial Planner (CFP®). Prior to joining Prescott Securities Limited, Peter established the financial planning division at WHK Horwath in Sydney, which had 17
staff and serviced over 1400 clients with assets under management exceeding $0.5 billion.

Following a distinguished career in the accounting and tax profession, Peter now devotes his full attention to wealth management services. Peter specialises in providing a “family-office” style quality service, encompassing strategic planning, investment advice and portfolio wealth
management. The family office service addresses the whole range of a client’s financial needs ranging from banking, cheque paying, investment management through to more diverse and complicated tasks. He works closely with his clients to meet their objectives and expectations, planning for their wealth preservation, accumulation, and intergenerational transfer in a tax efficient environment.

Peter Hickey
Email : phickey@prescottsecurities.com.au
Adviser & Representative
B Bus, ACA, CFP®, Grad Dip App Fin (FINSIA)

Peter has been involved in financial planning and wealth management for over 15 years, following many years experience in the tax and accounting profession.

Peter is a Certified Financial Planner and is a member of the Financial Planning Association of Australia and an associate member of the Institute of Chartered Accountants in Australia.

Prior to joining Prescott Securities Limited, Peter was a Principal of WHK Cressey Lynch where he established the financial planning division for that firm, servicing predominantly high net worth clients, with total assets under advice exceeding $200 million.

In July 2008, Peter took the exciting opportunity to join Prescott Securities Limited as a Principal to establish an office at Robina on the Gold Coast .

Peter specialises in servicing high net worth clients, providing a high level of client support focussing on strategic, investment and estate planning advice.

Peter is supported by a highly qualified and experienced team at Robina, who all share his passion in ensuring clients receive a very professional and personalised financial planning experience.

Benjamin Prisk
Email : bprisk@prescottsecurities.com.au
Adviser & Representative
CFP Dip.FP

Ben has been working in the financial services industry for over 10 years. In addition to this experience Ben holds a Diploma of Financial Planning through Deakin University and has been admitted as a Certified Financial Planner having undertaken postgraduate study, also through Deakin University.

Ben specialises in providing strategic and investment advice as well as portfolio management to a wide variety of working and retired clients, income tax exempt organisations and foundations. He and his clients work closely to plan for accumulation and preservation of wealth and the provision of secure, tax efficient income streams.

Ben is assisted by quality staff to provide client service on an ongoing basis.

Mark Williams
Email : mwilliams@prescottsecurities.com.au
Adviser & Representative
BA (Hons), CFP® , Dip FP

Mark has been working in the Financial Services industry for over 15 years.

He commenced his career in Funds Management working in London and New York. Since arriving in Australia in 2002 he has gained further experience working for CommSec and Hayes Knight as a Principal in the financial planning division.

Prior to relocating to Adelaide to join Prescott Securities, Mark was a senior adviser in the wealth management division of WHK Horwath in Melbourne. Specialising in financial planning and wealth management, Mark used his broad experience to provide strategic financial planning, wealth creation and investment advice.

Mark is a member of the Financial Planning Association of Australia and has completed the Certified Financial Planner accreditation. He also holds a BA (Honours) Degree in Financial Services, a Diploma in Financial Planning and an Advanced Diploma in Financial Planning. In 2004 Mark won the Lincoln Indicators Prize for achieving the highest national grade for his final Financial Planning Diploma dissertation.

Having migrated from the UK, Mark is particularly well placed to understand the requirements of immigrants and assist with their financial well being.