As the Director and owner of IFP, Andrew has always focused on delivering solutions to clients based on their specific needs. He enjoys the challenge of assisting pre-retirees and retirees with their investments, superannuation, pension funds and Centrelink benefits.
As the Principal Adviser, Andrew also specialises in providing advice to state government employees in the GESB Gold State, GESB West State and GESB Super funds.
Kevin was the founding principal of Investment and Financial Planning almost 50 years ago. and whilst no longer actively providing advice to clients, Kevin continues to maintain a highly regarded profile in the industry for his professionalism, honesty and integrity.
Kevin's role in recent times has evolved to that of a client relationship management focus.
Penny has spent more than twenty years in the financial planning industry, working for large corporates and small businesses. She holds a Bachelor of Economics, a Masters Degree in Business Leadership and completed a Graduate Diploma in Financial Planning in 2022.
Penny is currently enjoying her ‘Professional Year’, the year of work and training, in order to become a fully-fledged Financial Adviser with IFP.