OUR FINANCIAL PLANNERS

 

Robert Steventon
robert@cpb.com.au

 

 

Robert Steventon

Robert has been in the financial services industry since 1988 when he joined the Executor Trustee as an 18 year old and since then has had a variety of roles with fund managers and service providers. He has worked in administrative capacities as well providing technical backup and support to the Financial Planners of those organisations.

Robert first joined CPB in 1994 and after having a sabbatical in 2001 to pursue a corporate role with AXA Australia returned to CPB in 2003.

Today Robert is a Financial Planner holding Certified Financial Planner (CFP) status and membership of the Financial Planning Association of Australia. He provides advicedesigned to helpour clients reach their individual goals and financial potentials. That may mean helping them plan for a comfortable retirement, investing for events along the way,or protecting families and businesses by making sure that funds are available in the case of unforeseen circumstances such as illness, accident or death.

His broad knowledge of financial strategy enables Robert to give quality advice, assisting people to invest wisely and make the most of what they have. It is the same broad knowledge and experience that enablesRobertto compliment the services and advice provided by our other Planners.

 

Vanita Barry
vanita@cpb.com.au

Vanita has been with CPB since 2007 initially as a paraplanner writing technical reports, having previously had 10 years experience in small business, (and before that a number of years as a local police officer). In her paraplanning role Vanita worked closely with all our planners to develop strategy advice and quality documents. Over the last few years Vanita has developed her capacity as a financial planner, leveraging off the considerable expertise and skills of her peers in CPB.

This combination of experience and study has meant that Vanita is well placed to assist people through the process of discovering the best solutions for their financial challenges,helping them to achieve their lifestyle goals and objectives with confidence and clarity.

Married with three children, when not working it's most likely that you'll find Vanita at a sports ground, be it football (aussie rules), football (soccer!), baseball or netball, in a coaching, scoring or supporting role. Thankfully she is a Power supporter.

Vanita has completed her qualifications for the Advanced Diploma of Financial Services (ADFS) through Kaplan Professional. 

 

Keiran McPhee   

keiran@cpb.com.au

With almost 20 years’ experience at some of Australia’s premier advice organisations, (including AMP and BT) as well as working for the Australian Securities Investment Commission, Keiran brings a wealth of experience and perspective in helping clients reach their financial and lifestyle goals.

Keiran is passionate about seeing people make the most of their situation, working closely with them to implement the plans that best suit their needs.  Keiran is able to cover the full range of financial planning issues from insurance and risk management needs through to investment and retirement income planning.

Keiran is a Certified Financial Planner ® with the Financial Planning Association. He also holds a Graduate Diploma of Applied Finance and Investment, a Graduate Diploma in Financial Planning and a Bachelor of Economics from the University of Adelaide. Keiran was also recently nominated as a finalist for a national adviser quality award.

Away from work Keiran is married and has two young children who keep him busy. He is an avid sports supporter and loves going to see a game live at Adelaide Oval or Hindmarsh stadium.

Alex Uszynski

alex@cpb.com.au

Alex holds a Bachelor of Applied Finance (University of South Australia) majoring in financial planning and is the newest member of our Adviser team.  Alex comes to us with a practical planning background gained through roles with NAB Financial Planning and more recently Bernie Lewis Financial Services.

Having been a financial adviser since 2013, Alex is well equipped to speak with a diverse range of clients, from people just starting their working life through to those looking to enjoy the fruits of their labour in retirement.

Alex has accreditation and access to a wide range of solutions and strategies, meaning that he is just as comfortable providing solutions around risk and protection needs as he is in establishing retirement income and investments for clients.

When not working Alex enjoys spending time with family and friends, gardening and his weekly game of basketball.

 

 

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