Parker Financial Services Pty Ltd
ABN 88 010 783 285
Fax 02 6257 8259
+612 6267 0700

 

Corporate Authorised Representative
GWM Adviser Services Limited AFSL 230692
Registered Office 105-153 Miller Street
North Sydney NSW 2060


 

© 2018 Parker Financial
Services Pty Ltd

 

Our team are family

We are told that one of our major strengths is our team. We are fortunate to have some of the best advisers in the industry, four of whom are also owners and partners in the business.

They are supported by a significant team of specialist administrators who take care of the paperwork, the day-to-day administration, reporting and implementation tasks.

At Parkers, we nurture a warm, inclusive and collaborative working environment for our team and our client family.

 

Ron Parker

Email Ron

Bachelor of Management Studies

Diploma of Financial Planning

A Certified Financial Planner™

Member of the Financial Planning Association of Australia

Board member of the former John Curtin Medical Research Foundation

Authorised Representative of GWM Adviser Services Limited, number 242695.

Ron worked as a dealer in money markets for nearly 10 years before moving to Private Client advice.  He founded Parker Financial in 1992 and has been providing strategic and investment advice to wealthy individuals for more than 25 years.  Ron has successfully navigated the many significant market events and cycles during this time.

Ron is also a generous philanthropist, giving both his time and money to support the Canberra community.

Dean Easterby

Email Dean

MBA Charles Sturt University

Diploma of Financial Planning

A Certified Financial Planner™

Senior leadership graduate program Stanford University

Authorised Representative of GWM Adviser Services Limited, number 253518.

Dean has been in the financial services industry for the past 25 years, the majority of this time advising clients on how to build and protect their wealth.  He has expert knowledge in the areas of superannuation, investment and tax planning, delivering solutions in a simple, easy to understand fashion.  Dean’s forte is his ability to engage with clients to understand exactly what they are seeking to achieve and then very clearly communicate the options available to realise their aspirations.

 

Originally a country boy, Dean has lived in Canberra for the past 30 years and is married with two teenage daughters.  Outside of work, Dean enjoys spending time with family, the occasional round of golf and cheering on the Brumbies and Wallabies.

Paul Cooke

Email Paul

Bachelor of Economics

Diploma of Financial Planning

Diploma from the Securities Institute of Australia

Member of the Financial Planning Association of Australia Member of CPA Australia Ltd

Authorised Representative of GWM Adviser Services Limited, number 437099.

Paul has spent 25 years in the financial services industry.  Prior to becoming a financial adviser, Paul developed expertise in a variety of sectors including corporate markets, financial accounting and property development.  Paul's time spent growing up in a medical family and being married to a doctor has also helped him develop some unique insights into the financial well-being of medical practitioners.  All this experience, combined with Paul's strong interest in economic markets, makes him well placed to advise clients across a wide range of investment opportunities.

Julian Farmer

Email Julian

Bachelor of Business

Diploma of Financial Planning

Member of the Financial Planning Association of Australia

Authorised Representative of GWM Adviser Services Limited, number 1238889.

Julian has over 24 years’ experience in financial services having worked at Macquarie Group and Westpac serving in Financial Markets, Treasury and Equity dealing rooms. He brings important insights, particularly around direct equity investment strategies.

 

An active member of the Canberra community, Julian has served at Board level over the years with several charitable and business organisations.

 

Julian is husband to Jessica and father to Charlie, Olivia and Jemima. The Farmer family are obsessed by sport and you’ll often find Julian out on the golf course.

Sam Furler

Email Sam

Bachelor of Commerce in Banking and Finance

Bachelor of Applied Economics

Advanced Diploma of Financial Planning

A Certified Financial Planner™

Member of the Financial Planning Association of Australia

Authorised Representative of GWM Adviser Services Limited, number 343832.

Sam has previously worked with several established Canberra financial planning practices. His education combined with his level -headed approach and strong work ethic makes him a valuable team member and adviser. He enjoys working with clients to complete their ever-changing ‘financial jigsaw puzzle’ on their journey to financial freedom.

 

A father of two young children, Sam adores spending time with his family. In those rare spare moments he also enjoys cooking, perfecting his DIY renovation skills and watching the odd Brisbane Broncos game.

Kate Whild

Email Kate

Bachelor of Arts

Bachelor of Commerce

Member of Chartered Accountants Australia and New Zealand

Diploma of Financial Planning

As the new Principal Consultant – Superannuation, Kate is our latest addition having gained over ten years’ experience in financial services with a number of Canberra wealth management businesses.  As a Senior Manager with PwC, Kate developed her interest in broader financial advising and she is currently undertaking her Graduate Diploma in Financial Planning.  Kate brings a wealth of knowledge to our practice having specialised in taxation and self-managed superannuation fund compliance.

 

Kate and her husband grew up in Canberra and have two young children.  Playing sport has been a passion for Kate and she now enjoys a round of golf when she can fit it in.

The real team...

I was always focussed on the nation's finances and outlook, with little time to think about my own. Even with two professional economists in our household, my wife and I recognised that we didn't have the time to keep constantly monitoring a portfolio. Finding a financial adviser who we trusted and who was on the same wavelength was really important to us.

When talking to friends, Ron's name came up and on meeting him, we just clicked. My wife and I knew 'this is someone we're prepared to take advice from.' If Ron's not there, we can talk to anyone at Parker Financial. The whole team is very professional and responsive to our objectives.

Dr Martin Parkinson

Former Secretary Department of the Treasury