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 and Technical Specialist

Tim joined Financial Affairs in 2009, bringing 8 years experience in the financial planning industry.  Tim’s recent roles include Senior Paraplanner with AXA (Head Office) and Paraplanner/Compliance Officer for two smaller financial planning practices.

 

Tim has completed a Bachelor of Finance and Diploma of Financial Services (DFS) and is currently finishing the Advanced Diploma of Financial Services.

 

Throughout his career, Tim has developed a strong understanding of the financial planning process and enjoys researching and developing the best technical strategy for his clients.

 

Together with the rest of the team at Financial Affairs, Tim aims to provide quality technical support with excellence, integrity and the client’s best interest in mind.

Email:tim@financialaffairs.com.au