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Meet the team from GreenDot Financial


 

Richard Hill CA (SA), B Comm, Dip Acc, Dip FP, CDec                                                                                                                                             

Sub Authorised Representative of Professional Investment Services Pty Ltd No: 244906

Gold Coast | Brisbane

Richard qualified as a Chartered Accountant in Durban, South Africa in 1987. After working with Deloittes & Touché and then Anglo American and De Beers, Richard commenced his own Financial Consulting practice in 1995, before specialising in Personal Financial Advising in 1997.

Richard arrived in Australia in 2000 with his wife and two children. During this time, Richard has assisted many clients with their financial planning needs, including those who have migrated to Australia. His extensive Corporate experience combined with his academic qualifications, have enabled Richard to provide the highest level of professional service to his clients.

Having spent 5 years on the committee of the Australia Africa Business Council (QLD) , 2 of which he served as President, and having hosted the Gold Coast South African business network "Sabona" between 2002 and 2009, Richard has become an invaluable source of information and assistance to migrants from South Africa and other overseas countries.

Richard is a recreational pilot, a keen squash player, scuba diver, regular jogger/walker and is passionate about making a positive difference in his sphere of influence.

He is also an Ambassador for Opportunity International Australia, a non-profit  organisation that exists to provide opportunities for people living in poverty to transform their lives. With over 40 years' experience in microfinance and support services, Opportunity International Australia uses a business approach to alleviate poverty.

Contact Richard direct on  0414-886966

 

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Tony Lewis                                                                                                                                                                                                                                                  
Sub Authorised Representative of Professional Investment Services Pty Ltd No: 322502
Brisbane | Bribie Island

 

 

 

 

 

 

 

 

Tony  was born in South Africa and now lives in Australia on Bribie Island with his wife Cynthia. He has two children and six grandchildren.

He is a keen sport enthusiast and plays tennis both socially and competitively.

Tony has been involved in the marketing industry for most of his business life, which included owning a motorcycle and hardware company. He has operated in the insurance sector for eight years, where he specialises in the business market with an emphasis on protecting directors from the implications and consequences of signing personal guarantees.

He is a Sub authorised representative of Professional Investments Services Pty Limited, Australian Financial Services Licensee, which is one of the largest networks of accountants, financial advisers and life insurance brokers in Australia, and is qualified to advise on:

     *  Business Succession Planning

     *  Protection when signing Personal Guarantees

     *  Key Person and Business Expense Insurance

     *  Risk Insurance, Trauma and Income Protection

     *  Full Risk Management Strategies for family and business.

 

 

Contact Tony direct on 0431-553133

 

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Kyle Potter - Financial Adviser

Kyle Potter holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) and is a Self Managed Superannuation Fund specialist adviser. Kyle has held both domestic and overseas banking and finance industry roles including an institutional role as a Senior Financial Planner.

Kyle is a Sub-Authorised Representative of Professional Investment Services.

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 


 

Professional Investment Services

 

AFSL No 234951 | ABN 11074 608 558
Level 14, Corporate Centre One,
Corner Bundall Road and Slayter Avenue
Bundall Queensland 4217. www.profinvest.com.au
Corporate Authorised Representative of PIS

 

 

 

 

 

 

 

 

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