Our Advisers

Pam Bickley
Email : pbickley@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP

Pam spent eight years in the Finance Industry in various roles covering sales, risk management and marketing before moving to Financial Planning in 1993.

She has completed the Diploma of Financial Planning, is a Practitioner member of the Financial Planning Association and holds the Certified Financial Planner status which is the internationally recognised symbol of excellence in financial planning. This designation is awarded as a result of academic study, commitment to ethics and professional experience as a financial planner. She works with a diverse client base of retirees and wealth accumulators to achieve their financial and lifestyle objectives.

Alex Butler
Email : abutler@prescottsecurities.com.au
Adviser and Representative
B.Ec., Dip FS (FP), Dip. Lang.

Alex has been working for Prescott Securities since 2004 assisting clients in developing plans and achieving their wealth management goals. Alex holds a Bachelor of Economics from the University of Adelaide and a Diploma of Financial Services (Financial Planning). He works closely with his clients to provide strategic and investment planning to enable them to reach their accumulation and retirement objectives.

Prior to working for Prescott Securities, Alex ran a small business within the entertainment industry and maintains an expertise in the area of small business matters. Alex still retains an interest in music as well as playing for a local soccer club.

Geoff Catt
Email : gcatt@prescottsecurities.com.au
Adviser and Representative
FPA Fellow, CFP

Geoff is a Certified Financial Planner (CFP) with over 28 years hands-on experience in personal financial planning.

Geoff specialises in helping retired people, and those “baby boomers” preparing for retirement during the last “ten golden years” of professional working life. His clients are usually in their late 40’s through to their 60’s and beyond, have accumulated or are in the process of accumulating significant wealth and aim to enjoy a comfortable and relaxed retirement with a minimum of fuss.

In addition to his South Australian based clients, He also looks after clients in Tasmania.

Simon Croxton
Email : scroxton@prescottsecurities.com.au
Adviser (Personal Risk) and Representative
CFP Dip.FP Grad.Dip.Mgt (Adel)

Simon is the Manager of Prescott Securities Limited Personal Risk Insurance Division. His background was in Banking and Finance prior to joining the Insurance Industry. Simon has a Diploma in Financial Planning and is a Certified Financial Planner. Currently undertaking an MBA through the University of Adelaide, Simon is CCH Australia's author on Personal Risk Insurance issues and lectures for the Securities Institute on Personal Insurance.

Simon specialises in providing quality personal risk insurance advice to executive and tertiary educated clientele. As a Broker, Simon acts for his clients in all insurance considerations and does not represent nor have allegiances with any insurance companies.

Susan Currie
Email : scurrie@prescottsecurities.com.au
Adviser and Representative
BA, MBA (AGSM), Dip FP

Susan has been assisting clients to achieve their financial goals for over 7 years and has been involved in specialised strategic planning work for many clients in that time. She provides fee-based advice to people wanting to prudently manage their wealth or to optimise the accumulation of it from their income.

Prior to her work in financial planning, Susan worked in the finance industry and in arts administration in Sydney and overseas. Apart from her financial planning qualifications and experience, Susan also has a Masters in Business Administration.

Susan specialises in providing advice to people wishing to build or retain their wealth. This includes tax-effective strategic investment advice around retirement, and ensuring that clients take advantage of every new opportunity offered by changing regulations. Clients appreciate working with someone they can trust in making the most of their financial situation so that they can enjoy life with peace of mind.

Helen Dundon
Email : hdundon@prescottsecurities.com.au
Adviser and Representative
B.Acc. CPA (FPS)

Helen is a Financial Planner and Authorised Representative of Prescott Consultants Ltd. Helen has over 20 years experience in the Financial Services industry with the past 10 devoted to provision of financial investment advice to wealth creators and those approaching or in retirement. Previous employment has provided extensive experience in tax accounting, trusteeship and estate planning.

Helen has a Bachelor of Accountancy and is professionally accredited as a CPA Financial Planning Specialist. As a Member of the Australian Society of CPA’s and the Financial Planning Association of Australia (FPA), she has agreed to follow their Professional Rules of Conduct and Code of Ethics.

David Engel
Email : dengel@prescottsecurities.com.au
Adviser and Representative
CFP Dip AII, ALA

I derive much satisfaction and enjoyment seeing my clients work towards and achieving their personal financial goals. I look forward to more exciting years working in partnership with all of my clients that include business owners, professionals, executives, directors, primary producers and retirees as they confidently progress along their own personal financial pathways.

The vast majority of my clients have been introduced to me by my existing clients and supportive accountants from Adelaide, Alice Springs, the West Coast of SA and Kangaroo Island. My understanding of the needs of country and remote clients has proven invaluable particularly
when farming properties are sold and relocation is being considered.

I regularly service both my city and remote clients with the efficient and effective scheduling of appointments at appropriate times throughout each year.

Chris Everett
Email : ceverett@prescottsecurities.com.au
Adviser and Representative
CFP MAIEx

Chris’ whole working life has been involved in the financial services industry. The past 20 years has been as a financial planner where he has achieved the standards required to be a Certified Financial Planner. Prior to this he spent over 15 years in international banking, having worked for the National Australia Bank both in Adelaide and Melbourne, working with some of Australia’s largest companies.

Chris specialises in personal retirement planning, Centrelink issues, and ensuring that his clients enjoy a stress free, well-structured financial position using common sense planning techniques.

Suzanne French
Email : sfrench@prescottsecurities.com.au
Adviser (Personal Risk) and Representative
..

Suzanne has been a Personal Risk Adviser for 4 years and specialises in providing quality personal risk insurance advice to executive and tertiary educated clientele. As a Broker, Suzanne acts for her clients in all insurance considerations and does not represent nor have allegiances with any insurance companies.

Paul Frisby
Email : pfrisby@prescottsecurities.com.au
Adviser (Loans) and Representative
AMAMI

Paul has worked within the banking and finance industry for 43 years where he has held senior management positions in 3 states and gained considerable knowledge in all facets of general lending.

Paul works with a wide cross section of clients providing loan services for home and investment home loan purposes, commercial lending, senior’s home loans, motor vehicle finance and personal loans from a wide selection of lenders with over 2000 products from which to choose. Unique software is employed to sort through the vast array of products on offer to find that product matching the client needs. Paul’s services to the client are “complimentary” and with the bank and lenders continually updating their products, why not take advantage of Prescott Securities free home loan health check?

Paul’s motto is “take the hassles out of the loan process for the client and let us do all the running around in order to make the loan experience a satisfying one for the client”

Darryl Gobbett
Email : dgobbett@prescottsecurities.com.au
Adviser, Representative and Chief Economist
B.Ec(Hons) Grad.Dip.FP(FINSIA) SFFINSIA

Darryl is an Adviser, Representative and Responsible Officer of Prescott Securities and the Group Chief Economist for Prescott Securities and the WHK Group. Darryl has worked in senior financial and economic advisory and management roles in the Federal Departments of Treasury and Prime Minister and Cabinet, Bank SA, Adelaide Bank and Access Economics since graduating from the University of Adelaide in 1975 with an Honours Degree in Economics. Darryl completed the Graduate Diploma of Financial Services Institute of Australasia (FINSIA) in 2000 and also studied Accounting and Political Science at the Australian National University. He is a past member and past Chair of FINSIA’s South Australian Regional Council and a past member of FINSIA’s National Council. Darryl is married with three children and is a member of the Port Adelaide Football Club and grower Member of Trees for Life.

Neil Heriot
Email : nheriot@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP Dip.Ag.Sc

Neil is an Investment Adviser and Wealth Manager, with over 19 years experience in this field. He also maintains interests in a family sheep & cattle property in southern NSW, and vineyards at Langhorne Creek in South Australia.

He is a Certified Financial Planner (CFP) with professional qualifications in Agriculture. Neil was one of the founding partners of the Adelaide practice, and moved to Sanctuary Cove five years ago to establish the Queensland office, servicing clients in Sydney, Adelaide, Melbourne, Northern NSW and Queensland. Money Management magazine awarded him "Australian Financial Planner of the Year" in 1998.

Neil provides quality strategic investment advice, portfolio construction and ongoing wealth management. He works closely with his clients, planning for the accumulation and preservation of wealth in a tax efficient environment.

He provides fee based advice specialising in “Sophisticated Investors” and Self-Managed Superannuation Funds. Neil’s client base predominantly consists of executives and professionals, in excess of $500,000 in assets and $200,000 pa in salary; and retirees worth more than $1,000,000 in net assets with an income requirement of around $8,000 per month or more.

Neil is assisted by qualified staff, based in Adelaide, Sydney and Sanctuary Cove.

Mike James
Email : mjames@prescottsecurities.com.au
Adviser and Representative
BA (Hons), CFP Dip.FP

Mike has been working in the financial services industry for over 10 years, having previously worked in the corporate superannuation sector. In addition to his work experience, Mike has studied extensively and has attained both a Bachelor of Business Economics and a Diploma in Financial Planning. Apart from his financial planning work, Mike has a strong background in Superannuation Fund Administration and is well versed in all the technical issues involved in superannuation and investment.

He is a Certified Financial Planner and as a Member of the Financial Planning Association of Australia (FPA) has agreed to follow their Professional Rules of Conduct and Code of Ethics.

Matthew Kerrish
Email : mkerrish@prescottsecurities.com.au
Adviser and Representative
A (Fin)

Matthew has recently joined Prescott Securities Limited as a Financial Adviser, bringing with him over 20 years experience within the financial services industry and private enterprise.

Prior to joining Prescott Securities, Matthew was a Relationship Executive in Corporate Banking, successfully managing a portfolio of Corporate and Business Banking clients across a range of industries. Matthew also spent time as a Branch Manager and Team Leader – his focus clearly on providing excellent service to clients and practical solutions to their finance needs.

Working closely with his clients, Matthew specialises in providing quality advice to clients seeking to either build wealth, protect assets or those people looking to enjoy a more comfortable retirement lifestyle.

Matthew is a member of recognised industry bodies, Finsia and the Financial Planning Association (FPA).

Pamela Lipert
Email : plipert@prescottsecurities.com.au
Adviser and Representative
B.Eng. MBA Dip.FP

Pamela is a Private Client Adviser at Prescott Securities Ltd with extensive experience in business and management. Before entering the finance industry, Pamela worked for 17 years as a professional engineer, moving from research and development to systems design and then into a senior management role. During this time she also completed her Master of Business Administration.

Pamela has undertaken extensive study in the financial industry. In doing so she has completed the Diploma of Financial Planning and continues to undertake professional development.

Nick Loxton
Email : nloxton@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP

Nick has served the financial services industry for over twenty years. Ten years within the Australian Banking sector with one of the major four Banks. In 1990 Nick left a management position to become an adviser assisting clients on financial planning issues.

Nick is a Certified Financial Planner, which is the internationally recognised symbol of excellence in Financial Planning. The CFP designation is awarded through active experience within the industry, agreement to follow the Financial Planning Association rules of Professional Conduct and Code of Ethics along with completion of the Diploma of Financial Planning.

Nick specialises in providing quality strategic investment advice to high net worth clients and/or high income clients. He works closely with clients to provide wealth preservation and accumulation in a secure and tax efficient environment.
Nick is assisted by quality staff to provide proactive client service on an ongoing basis to bring comfort and peace of mind.

Mark Mackintosh
Email : mmackintosh@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP MA(Cantab)

Mark is a Certified Financial Planner (CFP) with a Diploma in Financial Planning. His career includes 10 years experience in mainly Corporate and International Banking with Barclays Bank in the United Kingdom, Ireland and Australia before moving to Adelaide in 1992 when he started financial planning.

Mark has a Masters Degree from Cambridge University where he read Law and before moving to Australia, was an Associate of the Chartered Institute of Bankers.

Mark works with his clients to ensure they achieve their goals for the future. This includes provision of strategic advice and planning for tax effective accumulation of capital, structuring tax effective income for your retirement, and ensuring your Estate plans meet your wishes.

Graeme Madden
Email : gmadden@prescottsecurities.com.au
Adviser and Representative
AFPA

Graeme entered the financial planning industry in 1997 after many years in business management and accounting, both in country areas of South Australia and in Adelaide. His interest in financial planning led him to complete relevant courses accredited by the Financial Planning Association of Australia of which I he is now an Associate (Practitioner) Member.

By adopting a personalised approach to financial planning he has been able to clearly understand what his clients needs are and subsequently provide clarity in the recommended solutions.

David Middleton
Email : dmiddleton@prescottsecurities.com.au
Adviser and Representative
B.Comm., CFP

David joined the Financial Planning Industry in 1987. Prior to becoming a Financial Advisor he held management, business and product development positions with a number of South Australian public companies.

In 1995 David was named Financial Planner of the Year for South Australia by Money Management magazine. He was the Chair for the 1997 Financial Planning Association (FPA) Convention in Adelaide and was a member for the FPA National Board for five years completing his term in November 2002.

David has developed many of the financial planning and investment selection systems used throughout Prescott Securities Ltd and WHK Group nationally. He has particular expertise in advising on direct share investments; selected managed funds and self managed superannuation.

The investment book “Kissing the Frog” written by David and his brother Phillip was published by ABC Books in 2007.

Phillip Middleton
Email : pmiddleton@prescottsecurities.com.au
Adviser and Representative
M.Comm., FCPA, CFP

Phil has a Master of Commerce degree and is a Fellow of the Australian Society of CPA’s. He is also a Certified Financial Planner.

He has been in the wealth management industry since 1984 and still deals with clients from that time. Originally a Director with Morrisons, he has since been a Director of Pembroke Financial Planners, Ord Minnett and Prescott Securities. These past three companies have all operated
from the same premises at Eastwood since 1991, with the same personnel, just the business name has changed as companies have been taken over. Prior to 1984 he held senior finance positions with listed Australian Companies and worked overseas for three years for a USA based
consulting firm.

Carolyn Patrick
Email : cpatrick@prescottsecurities.com.au
Adviser and Representative
CFP, Dip FP

Carolyn is an Adviser and Authorised Representative of Prescott Securities Ltd. She started in the industry 12 years ago with Ord Minnett and has spent 6 of those years as a Senior Strategic Planner. Carolyn completed the Diploma of Financial Planning through Deakin University and has attained the internationally recognised status of Certified Financial Planner.

Carolyn is committed to assisting clients with reaching their financial goals and maintaining their desired lifestyle by providing quality strategic and investment guidance. She works together with clients to provide a personalised service to both wealth accumulators and retirees.

Carolyn has a particular interest in improving the wealth and financial knowledge of women and also has some experience in the area of family owned businesses.

Toula Petrou
Email : tpetrou@prescottsecurities.com.au
Adviser and Representative
AFPA

Toula has been in the financial planning industry since 1986 and has worked with the firm since 1988.

Toula specialises in providing high quality investment advice, portfolio management and on-going reviews to retirees and high net worth individuals. She works closely with her clients to maximise long term returns, growing assets and generating income to support retirement lifestyles.

Toula is assisted by qualified staff to provide pro-active wealth management on an ongoing basis.

Benjamin Prisk
Email : bprisk@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP

Ben has been working in the financial services industry for over 10 years. In addition to this experience Ben holds a Diploma of Financial Planning through Deakin University and has been admitted as a Certified Financial Planner having undertaken postgraduate study, also through Deakin University.

Ben specialises in providing strategic and investment advice as well as portfolio management to a wide variety of working and retired clients, income tax exempt organisations and foundations. He and his clients work closely to plan for accumulation and preservation of wealth and the provision of secure, tax efficient income streams.

Ben is assisted by quality staff to provide client service on an ongoing basis.

Melissa Rundle
Email : mrundle@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP

Melissa is a securities adviser and has been working in the financial services industry for over 11 years. Melissa holds a Diploma of Financial Planning through Deakin University and is a Certified Financial Planner as designated by the Financial Planning Association.

Melissa specialises in providing strategic and investment advice as well as portfolio management to a wide variety of working and retired clients. She works closely with her clients to plan for accumulation and preservation of wealth and the provision of secure, tax efficient retirement income streams.

Geoff Smith
Email : gsmith@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP Dip.AII

For over 25 years Geoff has been advising clients on financial planning. Geoff commenced his career in banking in Adelaide before moving to Port Lincoln where he established a successful financial planning practice in 1982. Geoff was also involved in the local community through the
local service groups Apex and Rotaract. In 1996, Geoff returned to Adelaide and joined a leading financial services business and was placed in the top 10 leading financial planners nationally. Geoff has been a private client adviser with Prescott Securities since January 2000. Geoff provides fee-based advice to people wanting to prudently manage their wealth or to optimise the accumulation of it for their income.

He has completed the Diploma of Financial Planning and Diploma from the Australian Insurance Institute. He is also a Certified Financial Planner, and an Associate Member of the Financial Planning Association of Australia.

Tony Timmins
Email : ttimmins@prescottsecurities.com.au
Adviser and Representative
AFPA (snr)

Tony has been involved in the financial planning profession since 1983 and was one of the first Australians to achieve the newly created 'Australian Certified Investment Planner' certification in 1986. After 11 years of financial planning practice Tony sought experience with a number of financial organisations in management and business development roles. These other roles gave him valuable insights working with larger institutions involved in banking, investment, superannuation, trust and custodian activities. Tony returned to face-to-face financial planning in 2005 and is enjoying again the direct contact with clients where he can have a tangible impact on their financial well-being.

Jenny Weaver
Email : jweaver@prescottsecurities.com.au
Adviser and Representative
BA, Dip.Ed., SA Fin, CFP

enny has been advising clients for over 18 years. She was one of the first women in South Australia to achieve the CFP status, the internationally recognised symbol of excellence in financial planning. She also has a client base in Alice Springs which she regularly visits. Many of Jenny’s clients are self-employed in their own businesses, while another large group are high income workers who want to build their wealth while they work in different places both in Australia and around the world.

Prior to Financial Planning, Jenny worked in secondary and adult education as well as starting a wine-making business.

One of Jenny’s key commitments is to improving the financial status of women. She has given many presentations on financial planning to women’s groups and is currently Vice Area Director for Zonta International in South Australia and the Northern Territory.

Andrew Winter
Email : awinter@prescottsecurities.com.au
Adviser and Representative
CFP Dip.FP., SIA(Aff)

Andrew joined Pembroke Financial Planners in 1994 after spending 10 years with State Bank of South Australia in various branch banking and head office roles. He has completed the Diploma of Financial Planning, holds the Certified Financial Planner designation and is an Affiliate member of the Securities Institute of Australia. He is a Private Client Adviser for Prescott Securities Ltd and his client base includes both retirees and wealth accumulators.

Darren Wright
Email : dwright@prescottsecurities.com.au
Adviser and Representative
Dip.FS(FP), ADFS(FP), FPA (aff)

Darren has 8 years experience in the financial services industry in the areas of stockbroking and financial planning. This included a key role in the development and establishment of one of Australia’s largest stockbroking businesses in Sydney.

Darren holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Planning. As a Member of the Financial Planning Association of Australia (FPA), he has agreed to follow their rules of Professional Conduct and Code of Ethics.

Darren specialises in providing quality strategic and investment advice to clients who are accumulating wealth, or requiring tax efficient retirement solutions.

Neil Heriot
Email : nheriot@prescottsecurities.com.au
Director, Adviser and Representative
CFP Dip.FP Dip.Ag.Sc

Neil has been a Financial Planner and Wealth Manager for 15 years. Prior, he was in the agricultural manufacturing industry with Australian & American companies. He also maintains interests in a family sheep & cattle property in southern NSW , and vineyards at Langhorne Creek in South Australia.

He is a Director of Prescott Securites Ltd (formerly Ord Minnett in S.A.) and a Private Client Adviser with a clientele spanning interstate and overseas. Neil is a Certified Financial Planner (CFP) with professional qualifications also in Agriculture. Having been awarded "Financial Planner of the Year" in South Australia in 1992 & 1994 . Money Management magazine also awarded him "Australian Financial Planner of the Year" in 1998.

Neil specialises in providing quality strategic and investment advice and portfolio wealth management. He works closely with his clients, planning for the accumulation and preservation of wealth in a tax efficient environment.

He provides fee based advice to high net worth individuals, who are currently, or have been business owners, senior executives and professionals, managing over $100 million on behalf of his clients. Range of investment capital being $800,000 to $15 million.

Neil is assisted by qualified staff to provide pro active wealth management on an ongoing basis to bring comfort and peace of mind to his many satisfied clients.

Peter Williams
Email : pwilliams@prescottsecurities.com.au
Adviser and Representative
MComm, FCA, CFP

Peter is an Adviser and Representative of Prescott Securities Limited and has been involved in financial planning and wealth management for over 20 years.

Peter is a Fellow of the Institute of Chartered Accountants, holds a Master of Commerce degree from UNSW and is a member of the Financial Planning Association (FPA), abiding by the Code of Ethics and Rules of Professional Conduct as set by the FPA.

Peter was a founding partner of the leading Sydney based Chartered Accounting firm, Williams Hatchman & Kean, now known as WHK Greenwoods. In 1999 Peter completed the Diploma of Financial Planning and was awarded the status of Certified Financial Planner (CFP®). Prior to joining Prescott Securities Limited, Peter established the financial planning division at WHK Greenwoods, which had 17 staff and serviced over 1400 clients with assets under management exceeding $530M.

Following 25 years experience in the accounting and tax profession, Peter now devotes his full attention to wealth management services.

Steven Bell
Email : sbell@prescottsecurities.com.au
Adviser & Representative
B.Comm, F Fin

Steven holds a Bachelor of Commerce degree from Curtin University (Perth) and is a fellow of the Financial Services Institute of Australasia (FINSIA).

Steven has worked in the financial services industry since 1993. More specifically he has worked in the financial planning industry since 1996 where he has gained extensive experience in both management and financial planning roles.

In 2004 Steven completed the Post Graduate Diploma in Applied Finance and Investment at the Financial Services Institute of Australasia. Steven has also been a lecturer for FINSIA in its financial planning and investment courses, and is also a Mentor in FINSIA’s mentoring program for up and coming practitioners.

Steven is married and has two children.

Tim Flavell
Email : tflavell@prescottsecurities.com.au
Adviser & Representative
B.Bus, CFP, Dip FP

Tim has been working in the financial services industry since 1990. He worked with BT Funds Management and Zurich before becoming a Financial Planner in the late 1990’s.

Tim attained a Bachelor’s degree in Business from the Victorian University of Technology (majoring in Banking & Finance and Economics). He has completed a Diploma in Financial Planning through Deakin University and the Financial Planning Association. This allowed him to qualify as a Certified Financial Planner.

Tim has been a lecturer for the Financial Services Institute of Australasia. He also led a Financial Planning Association continuing education program for a group of financial planners.

Tim specialises in providing quality strategic and investment advice to his clients. The strategic advice aims at simplifying complex issues and delivering tax effective outcomes. Tim also focuses on constructing diversified portfolios, typically with direct income producing securities that aim to preserve clients invested capital whilst producing a consistent return.

Tim is married and has three children.

Matt McCarney
Email : mmccarney@prescottsecurities.com.au
Adviser & Representative
B.Comm, F Fin

Matt holds a Bachelor of Commerce from the University of Wollongong with majors in Industrial Relations and Management Studies. Matt has also attained a Graduate Diploma in Financial Planning from the Financial Services Institute of Australasia.

Matt commenced working in the financial services industry in 1996. He has worked for BT Funds Management and Colonial First State. In these roles Matt was responsible for servicing financial planners, stockbrokers and accountants in New South Wales and Western Australia. In these roles, Matt developed a strong client service ethic.

Since 2003 Matt has specialised in providing quality strategic and investment advice to his clients. The strategic advice aims at simplifying complex issues and delivering tax effective outcomes. Matt also focuses on constructing portfolios which have the hallmarks of diversification and
direct income producing securities. The aim is to preserve clients’ invested capital whilst producing a consistent return.

Frank Sciarrone
Email : fsciarrone@prescottsecurities.com.au
Adviser & Representative
B Bus (Econ & Fin)

Frank holds a Bachelor of Business from Curtin University with majors in Economics and Finance and a minor in Accounting.

Frank commenced working in the financial services industry in 1983. He has worked for Challenge Bank, BT Funds Management, Grange Securities Limited and Lehman Brothers Australia Limited. In these roles Frank has been responsible for the development and management of both private client and funds management businesses. Frank also serves as a Director on the board of Trustees for a number of Superannuation Funds including Westscheme (WA’s largest private superannuation fund with over 200,000 members and $3b in member funds).

Since 2000 Frank has specialised in providing quality strategic and investment advice to his clients. The strategic advice aims at simplifying complex issues and delivering tax effective outcomes. Frank also focuses on constructing portfolios which have the hallmarks of diversification and direct income producing securities. The aim is to preserve clients’ invested capital while producing a consistent return.

Peter Hickey
Email : phickey@prescottsecurities.com.au
Adviser & Representative
B Bus, ACA, CFP®, Grad Dip App Fin (FINSIA)

Peter has been involved in financial planning and wealth management for over 15 years, following many years experience in the tax and accounting profession.

Peter is a Certified Financial Planner and is a member of the Financial Planning Association of Australia and an associate member of the Institute of Chartered Accountants in Australia.

Prior to joining Prescott Securities Limited, Peter was a Principal of WHK Cressey Lynch where he established the financial planning division for that firm, servicing predominantly high net worth clients, with total assets under advice exceeding $200 million.

In July 2008, Peter took the exciting opportunity to join Prescott Securities Limited as a Principal to establish an office at Robina on the Gold Coast .

Peter specialises in servicing high net worth clients, providing a high level of client support focussing on strategic, investment and estate planning advice.

Peter is supported by a highly qualified and experienced team at Robina, who all share his passion in ensuring clients receive a very professional and personalised financial planning experience.