Service and Technical Specialists

Louise Barthelot

Service & Technical Specialist

Louise joined Financial Affairs in 2009 as a Service and Technical Specialist and has had experience in financial planning since 2000.  Louise has completed a Bachelor of Business in Financial Planning and is part-way through the Certified Financial Planner program. In her two previous roles prior to joining Financial Affairs, Louise was employed as a para-planner and then as a research, compliance and technical officer at another Financial Services Licensee supporting a network of financial advisers and their clients. Louise enjoys assisting our clients and advisers in developing strategies for our clients’ betterment.

Email:louise@financialaffairs.com.au

Tim Goggin

Service & Technical Analyst

Tim joined Financial Affairs in 2009 as a Service and Technical Specialist and has been in the financial planning industry since 2000. Tim has completed a Bachelor of Finance and a Diploma of Financial Planning. Prior roles include Para planning work at small financial planning firms. Tim’s recent experience as a Senior Para planner at AXA head office has also provided him with expert technical knowledge and developing strategic advice for clients. Tim’s aim is to ensure each client has the right strategy and is on track to meet their objectives. 

Email:tim@financialaffairs.com.au