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 38 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 work closely with a team of advisors within our Business with over 100 years of experience between us, along with excellent support staff, to assist in providing to you, quality advice tailored to meet your specific needs and objectives
I am married with 2 children and enjoy being an active member of our local community.
"I was 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 at the time 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."
I have as much passion for the Financial Advice industry today as I did then.
Anton Mann
I have been working with Geographe Financial Group as a Financial Advisor since 2010. I have lived in the Busselton area since the early nineties after moving here from another regional area. Our children have been lucky enough to grow up here in the South West. I love our Southwest lifestyle and have interests in boating, fishing, diving, camping, football, running and sailing.
I am currently the Commodore of the Geographe Bay Yacht Club and honoured to be a Life Member of our local Apex Club.
I thoroughly enjoy the relationship with my clients and especially enjoy advising, assisting and guiding my clients in achieving their goals and objectives. I work closely with a team of advisors, along with excellent support staff, to assist in providing to you, quality advice tailored to meet your specific needs and objectives. I believe quality advice can provide our clients the best possible chance of achieving these important outcomes.
Brent O'Byrne
I joined Geographe Financial Group as a financial planner in 2016. Having grown up in Busselton, I returned from Perth that same year with my lovely wife and our three young boys. I cherish the southwest lifestyle and am excited that my children will have the chance to experience it too. My career journey began as a physiotherapist, where I felt great satisfaction helping people achieve positive outcomes, a passion I continue to pursue in financial planning by building strong client relationships and delivering tailored solutions. I collaborate closely with four other advisers in a well-established practice that boasts over 100 years of combined experience in providing quality financial advice. I’m passionate about sports, particularly AFL, and enjoy staying active while soaking in the beautiful surroundings of Geographe Bay.
Robbie Lorrimar
I joined Geographe Financial Group in 2020 when my wife and I were looking to re-locate back home to the South West. I grew up on a small farm near Bunbury, before moving to Perth to study and ultimately, begin my career in financial advice. In the city I completed a Bachelor of Commerce majoring in Finance and Accounting, before starting my career in 2015. Since then, I have also completed a Graduate Diploma of Financial Planning and gained valuable experience from different mentors along the way.
I chose to work in Financial Advice because I wanted a career incorporating my interest 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 our 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 time running, cycling and playing cricket.
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