FINANCIAL ADVISERS

Judy Crick

Judy is a Certified Financial Planning practitioner and holds a Diploma of Financial Planning. She is a member of the Financial Planning Association and has been with Whittaker Macnaught for over seven years.

Judy has covered the fields of research, property and financial planning over a thirty year timeframe. She specialises in Retirement Planning and Wealth Creation for her clients, and is dedicated to assisting her clients achieve their financial goals. She welcomes the opportunity to discuss your particular situation with you.

"Judy's approach to my husband and I was to say the least impressive and very informative. In the past three years Judy has been informative, helpful, undertsanding and guiding us wisely not only with changes that occurred in our own personal situations but on the ball with the changes occurring in the investment market. She has always advised me wisely in every situation that has arisen. I was so impressed with Judy that I sent my brother, daughter, son-in-law and son to her and in this time we have all been very satisfied with her."
Mrs N B of Ferny Hills

"The experience of using Whittaker Macnaught (& Judy Crick) has been outstanding. Everything about the process has been faultless. I feel very comfortable with the advice given."
GS of Mango Hill

"Excellent service and professional advice. We have recommended you to several of our family and friends. Very happy."
Mr and Mrs S of Rolleston

"I also appreciate and enjoy the regular email newsletters and offers to attend occasional seminars and workshops – please keep them coming!"

(07) 3221 1022
judy.crick@whittakermacnaught.com.au

Kim Evetts

Kim has worked in the financial services industry since 1986 and brings with him a wealth of experience in the areas of superannuation, insurance and financial planning both at the corporate and individual level. Kim holds a Diploma of Financial Planning, is a Certified Financial Planning Practitioner and a member of the Financial Planning Association of Australia. He is very service focused and specialises in wealth creation and retirement planning strategies. He particularly enjoys developing enduring, rewarding, and professional relationships with his clients, built on trust and mutual respect. Kim was born and raised in Mackay until 18 years of age, spent 13 years in Brisbane and has been back "home" for the last 4 years with plans to remain here. He looks forward to helping you achieve your goals.

I have been very impressed with every aspect of our dealings with Kim.
Mr and Mrs P of Northview

"I was very impressed with Kim Evetts. We still have a way to go but I feel confident he will assist me in achieving my financial goals."

(07) 4944 1664
kim.evetts@whittakermacnaught.com.au

Kristy Howarth

Kristy Howarth is highly regarded within the financial services industry for her passion and dedication to her clients. Prior to joining Whittaker Macnaught, Kristy worked for a multi-national financial services organisation, which enabled her to expand her skills - particularly in the area of wealth accumulation. Kristy's professional experience has also focused on self managed superannuation funds, as well as technical and investment advice.

Kristy holds a Masters in Financial Planning and a Post Graduate Diploma in Applied Finance, and is currently studying toward a CFP.

(07) 3422 2789
kristy.howarth@whittakermacnaught.com.au

WM Insurances - Pat Jennings

Pat Jennings heads up Whittaker Macnaught Insurances. He is responsible for offering advice and recommendations on risk insurance for private individuals and business. He has over 20 years’ experience in Brisbane commercial real estate and 10 years’ experience in the Sydney insurance industry.

"Pat was very customer focused in his service provision. He delivered on all the decisions we made re Life Insurance."

(07) 3422 2789
pat.jennings@whittakermacnaught.com.au

Glyn Jones

Glyn has been involved in a Financial Planning Advisory position since 1986 and has resided on the Gold Coast since 1987. Glyn's clients range across a broad spread of lifestyles from younger wealth accumulation clients to self funded retirees, with a strong focus on service and on-going reviews. Glyn is a CERTIFIED FINANCIAL PLANNER practitioner and an Associate of Financial Planning Association of Australia Limited.

Glyn's advice, even before preparation of a formal financial plan, was extremely beneficial. We have great confidence that we have secured great financial support.
H.F. Carrara

Because of the friendly professionalism I received at your Southport office and the ability to explain strategies in simplified terms to me, when I left Glyn Jones I felt I had a good understanding of my future finances and his willingness to help in all of my queries after initial interview and consultation. He is just great!
M.W. Ormeau

Glyn Jones helped us get a perspective on the direction we needed to take for our future financial situation, which is exactly what we needed.
D. & J. B. Coombabah

"This was a preliminary visit and most informative. We would have benefited by seeking the advice earlier and have advised several relatives and friends to contact your organization. Glyn was most helpful and we plan to contact him (as he advised) early in 2006."


"Keep up the good work. Glyn Jones is an excellent operator and Adviser. We will be returning mid this year."

Gerard Lillis

Gerard Lillis has worked in the financial services industry since 1982 and brings with him a wealth of experience in the management of personal finance matters. Previous career appointments as a banking specialist, mortgage consultant, commercial banking manager, investment advisor and financial planner with leading financial institutions including Westpac, AMP, Barclays Bank and St George Bank. Gerard has completed a Bachelor of Business in Accountancy from the Queensland University of Technology, in addition to a Diploma of Financial Planning. Having satisfied all of the relevant educational, examination and experience requirements, Gerard has been admitted as a Certified Financial Planner™ practitioner member by the Financial Planning Association of Australia Limited.

(CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.)

We found Gerard to be caring and understanding and he explained fully the types of investments he had recommended. He provided us with full details of the options and value of each item of suggestion.
Mr H, McDowall

"In comparison to the company we transferred from, your company is First Class - 100% better!"

(07) 3422 2789
gerard.lillis@whittakermacnaught.com.au

Julie Lockeridge

Julie Lockeridge is a dynamic, enthusiastic adviser dedicated to assisting her clients in achieving their “First Choice” lifestyle goals. She will work with you throughout the planning process, keeping you involved, informed and in control. Julie has worked in the financial services industry since 1990 and has CFP qualifications and is an associate member of the FPA. She is dedicated to providing a friendly, professional and personalised service to each and every client.

"Julie prepared a wealth creation strategy for us and we haven’t looked back. I wish we came to see her sooner."
R. F. of Coolongatta

"We were given the incorrect advice from our Accountant and it wasn’t until we saw Julie who sorted out our mess in a speedy and professional manner. We are clients for life!"
J. and M. B. of Broadbeach

"Having recently been widowed I needed help to sort out my affairs. I found it all a bit overwhelming. Julie stepped in and assisted me every step of the way. Thank you so much."
V. L. of Mermaid Waters

(07) 5591 4300
julie.lockeridge@whittakermacnaught.com.au

John Marshall

John Marshall has worked for Whittaker Macnaught for ten years. He has over 40 years experience in banking, finance and investment including a multinational financial institution. He is a member of the Financial Planning Association and is a Certified Financial Planning practitioner. With his qualifications and industry experience John can offer helpful and practical advice for most financial situations.


"I really appreciated the help and understanding shown to me by John Marshall and his support team."

Peter Mill

Peter has been working in the Banking, Finance Lending and Insurance industries for over 30 years and has a wealth of experience in Retirement Planning, Superannuation, Managed Investment Funds and Wealth Creation strategies.

It is good to have someone who can offer independant opinions with no strings attached. I look forward to the E Bulletins and will recommend Peter to a few friends in similar circumstances.
Mr John G. of Cairns

We found Peter to be open and understanding to us and our position. He was helpful with his advice for what we would like to do.
Mr & Mrs D., Logan City

I appreciate the help Peter has given me. Especially concerning filling out forms for Centrelink.
Mr K., Logan City

Thank you very much for your assistance. You gave me more information in 10 minutes, than any other adviser had given me in 3 hours! Once again thank you very much. I would have no hesitation in recommending your business for whatever purpose may arise.
Mr N., Townsville

(07) 3290 1455
peter.mill@whittakermacnaught.com.au

Brad Monk

Brad's career in Financial Services began in 1996 with Colonial in a variety of roles including loans management and financial planning. He then moved to the Commonwealth Bank of Australia and was recognised as one of their top ten Financial Planners prior to joining Whittaker Macnaught.

He has completed both the Diploma of Financial Planning and also holds an Associate Diploma of Business Management. Brad is an affiliate member of the Financial Planning Association and has served on the board of the Southside Chamber of Commerce.

He has significant understanding of the financial environment in the areas of retirement planning, lifestyle management, insurance and superannuation. Brad has a wide range of experience with Centrelink issues and managing their effective resolution. He has a long-term interest in his clients and believes in helping them develop an affordable retirement strategy, based on trust and mutual respect.

Although raised in Queensland, Brad spent eight years in Port Moresby, Papua New Guinea. He currently lives in Brisbane with his wife and three daughters, and his current interests, apart from his family, include reading, investing, golf and the Brisbane Lions.

"Brad was easy to talk to and easy to understand. He didn't pressure us with any financial products which we feel is important. He advised us of some strategies but didn't make us feel under any obligation - no hard sell, which we hate."

"Brad was upfront with us and told us we were on track. We would use your services when we are nearing (2 – 3 years) retirement to ensure we have all our bases covered. We thank Brad for seeing our daughter and husband and trust he will advise them to enable them to achieve their goals."

(07) 3422 2789
brad.monk@whittakermacnaught.com.au

Dimitri Petridis

Dimitri Petridis has worked in the Financial Services Industry since 1997. He was previously employed by the Laiki Bank, a subsidiary of HSBC. His principal responsibilities included providing research information on the Group's financial products with particular emphasis on equity and currency funds.

Dimitri then joined the Commonwealth Bank group as a senior financial planner, providing advice to a wide range of clients aimed at satisfying their lifestyle needs and objectives. He was ranked among the top advisers nationally within the bank. He specialises in wealth creation, superannuation, retirement income streams and Centrelink issues. Dimitri has completed a Bachelor of Commerce degree and having satisfied all of the relevant educational, examination and experience requirements, has been admitted as a CERTIFIED FINANCIAL PLANNER practitioner member by the Financial Planning Association of Australia Limited.

(CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.)

"Dimitri Petridis is very professional in his approach and concern of clients in their retirement and financial status. A top bloke."
Mr and Mrs H E of Ferny Hills

"Dimitri was exceptionally informative and knowledgeable. A pleasure to do business with."

"Dimitri was upfront about his recommendations, remuneration and general advice. We both felt comfortable after our first meeting. The follow up has also been very good."

"I found Dimitri both professional and knowledgeable and the advice I received was helpful. Thanks."

(07) 3221 1022
dimitri.petridis@whittakermacnaught.com.au

Hugh Robertson

Hugh has worked in the Financial Services industry since 2003. In that time, he has acquired significant experience in wealth creation, superannuation, retirement and Centrelink strategies.

Hugh holds a Bachelor of International Finance (Accounting) and has completed a Masters of Financial Planning. He is an associate member of the Financial Planning Association of Australia.


"We liked Hugh very much. He was sympathetic and understanding of our needs and hopes. We look forward to further dealings with him again."

"I have signed the management of my super over to Hugh Robertson. I am confident that Hugh will enthusiastically manage my account. We look forward to working with Hugh to develop our financial strategy."

Michael Rowland

Michael Rowland has worked in the financial services industry since 1998 with the Commonwealth Bank. In his eight years with the CBA, Michael's speciality was assisting clients who were entering the pre-retirement stage or had already retired, and also clients who have geared investments. Michael is currently studying towards his Graduate Diploma of Finance and Investments, having previously completed his Diploma of Financial Planning and Certifcate of Financial Planning.

(07) 5479 4155
michael.rowland@whittakermacnaught.com.au

Geoff Sharpe

Geoff has worked in the banking and finance industry for over 10 years. Prior to joining the Whittaker Macnaught team, Geoff helped a wide variety of clients in his role as a Financial Planner with the Commonwealth Bank group since 1999.

Geoff has successfully completed a Bachelor of Business (Banking and Finance) and a Diploma of Financial Planning. Having satisfied all of the relevant educational, examination and experience requirements, he has been admitted as a Certified Financial Planner™ practitioner member by the Financial Planning Association of Australia Limited. Geoff specialises in wealth creation, superannuation and retirement planning strategies.

(CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.)


"I am a young investor and was very pleased to see that I was still treated with respect and valued, even though I was unsure of what I wanted to accomplish and the small amount of funds I wanted to initially invest. Thank you."

"Even the coffee was made according to my requirements - thank you for the experience. Also it is reassuring to know that I can contact Geoff, after the interview, to clarify advice given in the written report."

"My wife also has used your service and was equally impressed. A very professional organisation" - Malcolm Hopkins

"Everything was explained in a manner I could understand which was great. I feel very confident my future retirement is in safe hands" - Brenda Corscadden

John Sloane

John Sloane has worked with Whittaker Macnaught as a Certified Financial Planning practioner since 1993. He has had almost forty years experience in banking, finance and investment consulting. John holds a Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.

"John was very knowledgeable and professional and did his best to provide a suitable strategy within the limits of ATO and other regulators."
TS of Manly

"John Sloane presented as totally trustworthy and competent. He listened and then planned consistently with my needs. I am confident of the strategy he helped me develop."
Mr A T of Kenmore

"I found John to be very professional and easy to communicate with."
Ms J V of Balmoral

"I like John's attitude. No high-pressure selling and he gives the client time to work through issues. His advice is reliable."
Mr K K of Kenmore Hills

Ph: (07) 3221 1022
john.sloane@whittakermacnaught.com.au

Gayle Stanley

Gayle has over 35 years experience in banking & finance. She has worked with Whittaker Macnaught since 1996 and prior to joining us was employed for six years as a Financial Planner by Credit Union Australia and Westpac. Gayle holds a Diploma of Financial Planning and is a Certified Financial Planning practitioner.

“On arriving at your office until the time I left and all the telephone conversations (one word – Excellent). Thank you."
JE of Caloundra

"With Gayle’s professional manner, I was at ease and comfortable throughout the interview."
GC of Wavell Heights

"I found Gayle easy to talk to ... took the time to answer any questions asked. Thank you."
Mr and Mrs A. and D. R. of Bongaree

(07) 3221 1022
gayle.stanley@whittakermacnaught.com.au

Brendan Stone

Brendan Stone has worked in the finance and banking industry since 1991. Before joining the Whittaker Macnaught team, Brendan enjoyed great success as a Senior Financial Planner with the Commonwealth Bank group since 1997. Brendan has suceessfully completed both an Associate Diploma of Business and a Bachelor of Business, in addition to a Diploma of Financial Planning. Having satisfied all of the relevant educational, examination and experience requirements, he has been admitted as a CERTIFIED FINANCIAL PLANNER practitioner member by the Financial Planning Association of Australia Limited. Brendan specialises in wealth creation, superannuation, retirement income stream and Centrelink strategies.

(CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.)

"I felt listened to and understood. I liked the way in which service/product choices were tailored to my needs. Brendan Stone has a brilliant manner and a caring and knowledgeable approach."
MK, Greenslopes

"We felt very comfortable with Brendan. We were made to feel relaxed and at ease. Brendan explained everything to us in a way we could understand. We hope our relationship with Brendan will continue for many years."
TG & DG, Kingston

"The attention we received from Brendan was exceptional. It is a pleasure to do business with your organisation."
E.B. Ashgrove Qld

"We were very apprehensive in the interview due to us never utilising any service of this kind. Brendan has been very understanding and we thank him."
MJ.& V. W. Alexandra Hills

(07) 3221 1022
brendan.stone@whittakermacnaught.com.au

David Thompson

David Thompson has been involved in the Financial Services Industry since 1984. He has a raft of experience in Financial Planning, Insurance and Superannuation and offers a wide range of advice on all areas of investment - especially retirement planning. He is experienced in the needs of people who have recently relocated to the Sunshine Coast. He is a member of the Maroochydore Surf Club and the Maroochydore Chamber of Commerce. He is currently studying towards his Diploma of Financial Planning and has a particular affinity for small business, having run his own business for the past 11 years. His practical experience ensures that you will receive the highest possible level of service.

"We really appreciate your independent advice and the freedom to choose which has been made available to us, which gives us more confidence in dealing with your firm and David Thompson."
Mr and Mrs H of Maryborough

"David is at all times friendly, helpful and informative."
RM of Caloundra

"David’s manner instilled confidence and we appreciated the fact that he did not hurry the interview."
SM of Yandina

"We have found David Thompson very professional. He has made us feel very comfortable at our appointments, explanatory as well sincere & thoughtful. Nothing has been too much trouble for him."
W K&M D. of Caloundra

"David Thompson’s manner made my husband and me very comfortable and we feel confident in his taking care of our financial needs."

"We found David and staff at Maroochydore to be very professional, polite and friendly. We feel very comfortable with David and Whittaker Macnaught looking after our finances."

(07) 5479 4155
david.thompson@whittakermacnaught.com.au

Bob Thomson

Bob Thomson has worked for Whittaker Macnaught for over ten years. He has over 40 years experience in banking, finance and investment, including a multinational financial institution. He is a member of the National Institute of Accountants and is a Certified Financial Planning practitioner. Bob's wealth of industry experience has made him uniquely qualified to offer practical advice on almost every type of financial situation.

(07) 3422 2789
bob.thomson@whittakermacnaught.com.au