Directors
Stephen Garrett
- CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
- Bachelor of Commerce - University of Newcastle
- Fellow Australian Society of Certified Practicing Accountants (FCPA)
- Fellow Australian Institute of Company Directors (Dip) (FAICD)
- SMSF Specialist Adviser ® (SSA®) - SMSF Association of Australia (SPAA)
Stephen has been a Financial Adviser in Private Practice since 1994.
A Partner of the Newcastle office of Avenue Capital Management, Stephen provides comprehensive financial planning advice and ongoing service, on a fee basis, to a broad range of clients with significant assets under advice.
Prior to establishing his financial planning practice, Stephen held senior finance, administration and commercial positions with major Newcastle based corporations and was Chief Financial Officer and Company Secretary of an ASX listed corporation.
Simon Clifford
- CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
- Affiliate of the Securities Institute of Australia (SIA Aff)
- Diploma of Financial Planning - Financial Planning Association of Australia (Dip FP)
- Master of Business Administration - Macquarie University (MBA)
Simon has been in the Financial Planning industry since 1988.
He has held a range of positions starting as a life insurance consultant in 1988 and soon becoming a financial planner. Simon has established his own client base of financial planning clients since 1990. These roles have enabled Simon to gain significant experience in the operations of a licensed dealer in securities.
Currently a partner in the Parramatta office of Avenue Capital Management. The office has 15 staff and consultants, actively involved in providing financial planning advice to a broad range of clients with significant assets under advice.
Mark Lewin - Chairman
- CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
- Bachelor of Business (Accounting)
- Fellow of the Financial Services Institute of Australasia (F Fin)
- Post Graduate Diploma Course - Securities Institute of Australia
- SMSF Specialist Adviser ® (SSA®) - SMSF Association of Australia (SPAA)
Mark has been involved in the financial planning / investment advice industry since 1983. He initially gained financial markets experience whilst serving as the Investment Officer for the statutory fund of a large Australian insurance company.
Mark also worked for eight years in the Australian fixed interest market, advising fund manager clients throughout Australasia on government bonds, futures and options strategies.
Currently Mark provides advice using a holistic approach to satisfying his clients' financial planning needs and has developed a financial planning process, which provides clients with a tailored financial plan and onging review service.
Donald Nicol
- CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
- Master of Commerce (Financial Planning) (M.Com)
- Diploma of Financial Planning - Financial Planning Association of Australia (DipFP)
- Fellow of Financial Services Institute of Australasia (F Fin)
- SMSF Specialist Adviser ® (SSA®) - SMSF Association of Australia (SPAA)
Don started in the financial services industry in 1986, working on the floor of the Australian Stock Exchange. He has a broad financial markets background, including working as a futures and options trader on the floor of the Sydney Futures Exchange and working for a major fund manager.
Since 1993 he has concentrated specifically on providing wealth management services (wealth creation and preservation) to private clients. His unique blend of experience and high level technical expertise has led to his being involved in training new advisers at several dealer groups, as well as assisting the Financial Planning Association with developing their CFP program.
Don is currently the Practice Principal of the Avenue Wynyard Branch, where he specialises in providing wealth management solutions to charitable institutions, corporate superannuation funds and high net worth retirees and their families.
Mark Peper
- CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
- Bachelor of Commerce - University of Newcastle
- Chartered Accountant
- Registered Auditor
Mark has been a financial planner since 2000 and a Chartered Accountant since 1990. He is the CEO of Addison Partners a chartered accounting firm with over 30 employees based in the Hunter Valley.
Mark is actively involved in the provision of tailored financial planning advice to a range of clients.