Our Team

text size :

 

Bill O'Byrne

Director

I am a Director of Geographe Financial Group with over 40 years of experience in the financial planning industry. I enjoy working closely with my clients helping them through all stages of their financial lives. In March 2015 I had the honour of receiving the Gerald Lippman Award. This award considers the contribution the adviser has made to the financial planning profession, their involvement within their community, the support they offer their colleagues and the quality of their practice. The Trophy was presented to me by Kevin Stone managing Director of Charter Financial Planning.

Craig Gibson

Director

I have been working in the financial planning industry since 1986, advising clients for 30 years, on a vast array of financial planning and risk protection strategies. I am a joint Director of Geographe Financial Group and passionate about working with people who have a dream for a better and richer life.

I bring a wealth of experience and knowledge to the business overall and believe that the advice relationship brings greater certainty to our clients financial lives and the best possible chance of achieving the financial outcomes important to them.

I am married with 2 children and enjoy being an active member of our local community.

"I am delighted say that I have recently been awarded the 2017 State Adviser of the Year Award from Charter Financial Planning (Charter), in recognition of the value and service overall I provide to clients. With over 700 advisers in our network, I consider it a significant achievement and honour to have won this award for something I do every day. It recognises the real difference financial advice can make to clients."

Anton Mann

I am an Authorised Representative of Charter Financial Planning and have been working with Geographe Financial Group as a Financial Advisor since 2010. I have lived in the Busselton area for over 20 years and have a young family attending High school in Busselton. I love the Southwest lifestyle and have interests in boating, fishing, diving, camping, kid’s sports, football, and sailing and am a member of a local community service club.

I enjoy the relationship with my clients and especially enjoy advising & assisting in achieving their goals. I work closely with a team of advisors with over 100 years of experience between them, along with excellent support staff, to assist in providing to you, quality advice tailored to meet your specific needs and objectives

Brent O'Byrne

I am an authorised representative of Charter Financial Planning and joined Geographe Financial Group as a financial planner in 2016. Having grown up in Busselton I have recently returned from Perth after 20 years with my lovely wife and two young boys. I love the southwest lifestyle and I am excited my children will also get to share this experience.

I always felt great satisfaction in helping people achieve good results in my 15 years as a physiotherapist and I look forward to my next chapter in building great client relationships and outcomes with the help of the fantastic support staff at Geographe Financial Group. I work closely alongside the five other advisors in a well-established practice with over 100 years of combined experience in providing quality tailored financial advice. I am also passionate about sport, the AFL and keeping fit in the beautiful surrounds of Geographe Bay

Robbie Lorrimar

I was fortunate to join Geographe Financial Group as an Associate Adviser in February 2020. Having spent most of my life living on a small farm near Bunbury, I had to re-locate to Perth to study and ultimately begin my career in financial advice before moving back home to the South West. After completing a Bachelor of Commerce majoring in both Finance and Accounting, I started my career in Financial Advice in 2015. Since then, I have also completed a Diploma of Financial Planning and gained valuable industry experience.

I chose to work in Financial Advisory as I wanted a career incorporating my interests in finance combined with the satisfaction of changing people’s lives for the better. My favourite part about my role is the personal, longstanding connections we make with clients.

I like to spend my spare time on the family farm, keeping a keen interest in WA agriculture. I also enjoy sport, spending the rest of my spare time running, cycling, playing cricket and watching the West Coast Eagles.

Sean Spencer

I have been working in the Financial Services Industry for over 35 years both in Australia and in the UK. I have lived in Bunbury since 1996 and have been providing advice and guidance to help clients for many years.

I have previously held Financial Adviser roles with a national bank within the Southwest Region and I started my own Financial planning business in 2010 and have enjoyed providing financial solutions to new and existing clients to help achieve their financial goals and aspirations.

I was looking to expand my business over the past few years and been working on ways to better provide clients with a sustainable and professional service now and into the future and becoming part of a larger business will provide the security, advice and support to achieve this.

I have been looking to work with Financial Advisors and business partners that share the same knowledge, ethics and professionalism that I do and commitment to place client needs as the number one priority and I am pleased to say that I have found this within Geographe Financial Group.

I have lived in the Southwest for many years, and I am married with 3 children and 4 grandchildren, I enjoy regular exercise, camping and catching up with friends and family.

I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives now as I did when I first started.

Administration & Adviser Support Team

BUSSELTON OFFICE

Glenis Tate

Office Manager & Client Services Manager

Annette Gibson

Administration

Janine Fish

Administration

Liana Kelly- Regan

Administration

Hasnah Powell

Administration

Shelley McDonald

Administration

Jodie Garwood

Administration

Kristan Harvey

Paraplanner

Fiona Tas

Reception

Busselton

08 9752 3344

fpadmin@geofingroup.com

Bunbury

08 9791 2533

fpadminbunbury@geofingroup.com