meet the team

our people

Our people have a range of skills and experience, including accounting, finance, tax and client services. We are mindful of our clients in everything we do and with our skills and experience our team is well-placed to help you achieve your goals.

At SPP we ‘live’ by the following values:

• respect for individuals
• teamwork
• continual improvement
• quality
• celebration of achievement

At SPP we are committed to excellence in financial advice. We are a member of the Financial Planning Association (FPA) and all SPP advisers comply with the FPA’s Code of Ethics and Rules of Professional Conduct.

In order to continue to meet the strict standards that the FPA set, as well as to continue to meet our licence obligations with the Australian Securities and Investments Commission, our advisers perform ongoing professional development and training to enable them to continue to be highly skilled in this field. While all SPP advisers are already tertiary qualified with years of experience, they undertake continuous and regular study to stay up to date.

profile summaries

	NICK BRINKWORTH GENERAL MANAGER B. Int. Bus, MAF, CFP Nick has been working in the financial services industry for 13 years in a range of roles across banking, funds management and financial planning. As General Manager of SPP, Nick is responsible for ensuring that SPP delivers on the promises it makes to clients. He is a Certified Financial Planner, has a Bachelor of International Business from Griffith University and a Masters of Applied Finance and Investment through the Financial Services Institute of Australasia
	DAVID A BIRD CERTIFIED FINANCIAL PLANNER Dip FP, AAIBF(Snr), ALA, AFAIM, JP (Qual) David has 3 decades of experience in the Financial Services Industry. David is a Certified Financial Planner and has a Diploma of Financial Planning from Deakin University. He is a member of the Financial Planning Association of Australia, a Senior Associate of the Australian Institute of Banking and Finance, a member of the registry of Certified Financial Planners for the International Association for Financial Planning, an Associate Fellow of the Australian Institute of Management and a Justice of the Peace Qualified. David has written a regular finance column for the Gold Coast Bulletin’s Money segment.
	TONY WALKER CERTIFIED FINANCIAL PLANNER Dip FP, TA, FTIA Tony has over 20 years experience in the financial planning industry. He has a Diploma of Financial Planning from RMIT, Melbourne, and is a CFP (Certified Financial Planner). He is also a Qualified Tax Agent and a member of the Institute of Taxation. Tony is a member of the Financial Planning Association of Australia, and has held several positions within the association over the years. He regularly presents the talk-back financial planning program, Finance Forum on 4CRB 89.3FM each Thursday morning.
	THERESA CHAPMAN CERTIFIED FINANCIAL PLANNER Dip FP, A Fin, C.dec Theresa is a Certified Financial Planner (CFP) and has obtained a Diploma of Financial Planning from Deakin University. She is a member of the Financial Planning Association of Australia, an Associate of the Financial Services Institute of Australia and a Commissioner for Declarations. Theresa has 16 years experience in the Financial Services Industry and regularly presents the talk-back financial planning program, “Finance Forum” on 4CRB 89.3FM each Thursday morning.
	PHIL LAYTON FINANCIAL PLANNER B.Bus Phil has obtained a Diploma of Financial Services from the Financial Services Institute of Australia and a Bachelor of Business Management (Economics) from the Queensland University of Technology. Phil has 8 years experience in the financial planning industry and prior to that spent 4 years as an economist working with a major oil company.
	KURT FITZGIBBON FINANCIAL PLANNER Dip FP Kurt has obtained a Diploma of Financial Planning from Deakin University. Kurt has 13 years experience in the Financial Services Industry, including Banking and Financial Planning.
	BOBBE-LEE DUNCOMBE FINANCIAL PLANNER B.Bus, MPA, DFS (FP) Bobbe has a Diploma of Financial Services specialising in Financial Planning, a Bachelor of Business (Banking and Finance) from the Queensland University of Technology and a Masters of Professional Accounting from the University of Southern Queensland. Bobbe is a Member of the Financial Planning Association of Australia and has 12 years experience in the Financial Services industry.
	GREG WALKER CERTIFIED FINANCIAL PLANNER Dip FP, FPA (Aff) Greg commenced his Financial Planning career in October 1987 as a superannuation agent with National Mutual at Coolangatta. In 1990 he joined GIO Financial Planning at South Tweed Heads and qualified in the top 20 Financial Planners in Australia. After completing the Diploma of Financial Planning, Greg became a Certified Financial Planner in 1998. He is also a member of the Financial Planning Association of Australia. Greg ventured into his own business in 1999 specialising in pre and post retirement planning and merged his business with SPP in 2008.
	JOHN LOMAS FINANCIAL PLANNER SMSF Specialist Advisor(R) AFPA (Snr), SSA(R) John was a Financial Planner with Monitor Money for 22 years before joining SPP in 2008, with a further 8 years experience in the Financial Services industry prior to that. He is a founding member and Senior Associate of The Financial Planning Association of Australia. John has completed the Self Managed Superannuation component of the Advanced Financial Services Diploma and is qualified as a SMSF Specialist Advisor(R) by the SMSF Porfessionals Association of Australia.
	STEPHEN FILDES TAXATION SERVICES MANAGER PNA, B (Admin), JP (Qual) Stephen is an Accountant, Registered Tax Agent, ASIC Agent and a Justice of the Peace. Stephen has more than 16 years experience. Working in partnership with your Financial Planner, Stephen provides a taxation service exclusive to clients of SPP.