Centric Wealth

your interests, our focus

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Our Advisers in Canberra

We have Advisers based in Sydney, Melbourne, Brisbane and Canberra



Jeremy Hall
  Sara Caggiano

Sara Caggiano

  Trina Dooley
Trina Dooley
 

Tony Scott
Tony Scott

 

Benjamin Bouffler
Benjamin Bouffler 

 Preeti Nand
Preeti Nand
   
Michael Simmons
           

 

 

 

 










  
   

Jeremy Hall

Experience
Jeremy is passionate about intergenerational advice; providing advice for kids as young as eighteen to guide them through their first financial decisions all the way through to 98 year olds as they move into a new phase of life that really did not exist 20 years ago. Planning starts now! It is so important to plan ahead. Jeremy provides significant value to clients of any age and has strategies to make planning affordable to all generations.

Having worked in the financial services industry for over 14 years, Jeremy has acquired diverse experience and strong technical capabilities spanning across the many facets of this continually evolving profession.

Prior to joining Centric Wealth, Jeremy built and serviced a dedicated and satisfied portfolio of clients within an advisory firm closely aligned with the State and Federal defined benefits super schemes. This, in addition to having a sound knowledge of financial planning and investment, gave him invaluable experience with these highly diverse and technical structures. 

Jeremy believes above all, the factors impacting sound financial advice, are that the client’s needs and objectives, both financial and personal, are the pre-eminent priorities that drive his strong commitment to pro-actively service his clients.

The financial services industry is changing at a rapid pace, and it is important that client’s affairs are reviewed on an ongoing basis to ensure they are maximising their position. Jeremy’s proactive approach to his clients affairs, has contributed to strong, lasting and prosperous relationships.

Having lived, worked and studied extensively throughout Australia and overseas, Jeremy has a sound ability to empathize with his clients, no matter what heritage, faith or values a person or organisation holds, which positions him well as having a trusted professional relationship in client’s affairs. Furthermore this experience has given him insight into Financial Planning strategies available to non-resident Australians.

Educational Qualifications and Professional
  • AFP® Member - Financial Planning Association of Australia
  • Master of Financial Planning
  • Graduate Diploma of Financial Planning
  • Advanced Diploma of Financial Services (Financial Planning)
  • ACT Justice of the Peace

Contact Jeremy
02 6281 1477
 email Jeremy

 


    Sara Caggiano

Sara Caggiano is a Representative of Findex Advice Services Pty Ltd AFSL 243253 trading as Centric Wealth Advisers.

Experience
Sara has worked in various roles across the financial services industry since 2004.

She has valuable experience in advising financially successful individuals and families on how to build, protect and manage their wealth needs. Her clients include senior public servants and Defence personnel, busy professionals and executives, as well as successful business owners.

Sara is passionate about helping people achieve their goals and aspirations. She prides herself in developing long term partnerships with her clients and puts their interests first in providing tailored and holistic financial advice.

Educational Qualifications and Professional Memberships
•   CERTIFIED FINANCIAL PLANNER® professional
•   Bachelor of Commerce (Banking and Finance)
•   Bachelor of Science (Investment Mathematics)
•   Graduate Diploma of Financial Planning
•   Member of Financial Planning Association of Australia

Contact Sara
   02 6281 1477
   email Sara

 


 

 Trina Dooley   Trina Dooley


Experience
Trina has been working in the Financial Services Industry since 1995, commencing in the banking industry in retail and business then moving across to Financial planning in 1998.

She has been with Centric Wealth since 1998 and during this time she has developed her skills by working through all facets of the business from Client Service Manager, Technical Services Manager to a Wealth Advisory role in 2003.

An area of interest for Trina is “Women in Business” and the ‘Financial wellbeing of being single again’.  Her approach is caring, honest and objective, providing professional tailored advice to deliver medium to long term results.

Trina also has experience with both retired clients and wealth accumulators.  Her main areas of expertise include:

  • Personalised wealth accumulation and strategic advice
  • Tax efficient pension planning
  • Reviewing and restructuring investment portfolios 
  • Cash flow and debt management
  • Asset protection and tax efficiency

Educational Qualifications and Professional Memberships

  • CERTIFIED FINANCIAL PLANNER® professional
  • Bachelor of Commerce (Banking and Finance)
  • Diploma of Financial Planning
  • Member of Financial Planning Association of Australia
Contact Trina 
   02 6281 1477
   email Trina

 


 



   Tony Scott


Experience
Tony joined Centric Lending in March 2016 and has been involved in the Lending industry since 1994. Tony holds a Diploma of Finance and Mortgage Broking Management.

Tony is experienced in a wide variety of lending products. His experience ranges from positions in a major bank to small accounting and financial planning firms culminating in his position with Centric Lending.

Tony is a full member of the Mortgage & Finance Association of Australia (MFAA) and is involved in various sporting codes at a Board level.

Tony holds accreditation with over 20 lending institutions which enables him to negotiate on the clients behalf the most appropriate loan structure, product and Interest rate in the market place.

In addition to this, Tony has the support of specialist resources in the areas of Tax Accounting, Specialist Tax, Financial Planning, Risk Protection and General Insurance which his clients can access.

Educational Qualifications and Professional Memberships

  • Diploma of Finance and Mortgage Broking Management
  • Member of the Mortgage & Finance Association of Australia (MFAA)
Contact Tony 
   (02) 6281 1477
   email Tony

 


 


   Banjamin Bouffler


Experience
Benjamin has worked for Centric Wealth since completing a Commerce degree at Australian National University (ANU).

Over that time, he has developed his knowledge of a broad range of financial strategies that fit various client circumstances. He understands the intricacies involved in constructing an appropriate financial plan that will provide the greatest chance of meeting client goals and objectives.

Benjamin takes pride in offering a tailored solution for every client, recognising that a thorough understanding of individual circumstances is critical for great advice. He takes satisfaction in providing outstanding service and helping others achieve success.

Educational Qualifications and Professional Memberships

  • Bachelor of Commerce – Australian National University (ANU)
  • Diploma of Financial Planning – Kaplan Professional Education
Contact Benjamin 
   (02) 6281 1477
   email Benjamin

 


 

 
  Preeti Nand


Experience
Preeti joined Centric Wealth in 2016 and has over 6 years’ experience in the financial services industry. Preeti holds a Bachelor’s degree in Finance (Major in Financial Planning) and is currently working towards her qualification as a Certified Financial Planner.

Preeti takes pride in being part of an organisation that is committed to applying a comprehensive approach to strategies that assist clients achieve their personal and financial goals.

Key Interests
Preeti is determined to help build long term relationship with her clients. Hence, willing to continuously listen to her clients and help identify goals and objectives and recommend holistic financial strategies to achieve financial goals so clients can enjoy the lifestyle they want. Preeti strongly believes that putting her client’s interest first and identifying factors not limited to income, cash flow and capital generation, helping to build assets and savings to ensure better personal and family financial security. 

Educational Qualifications and Professional Memberships

  • Bachelor of Finance
  • Associate member of the Financial Planning Association 
Contact Preeti 
   (02) 6133 1477
   email Preeti





   

Michael Simmons

Experience
Michael has approximately 20 years of experience working in the Financial Services industry and holds a Master of Applied Finance. Over the years Michael has held various positions within the financial services industry and has continued to progress his career while studying.
Michael is currently enrolled in the CFP certification program. 

Key Interests
Michael prides himself on working in the very best interest of clients and tailoring solutions to meet their needs.

He understands that investing in super is not without its pitfalls or traps, which include higher tax if you exceed certain contribution caps as well as restrictions on access. There have been many changes to superannuation over the years which make keeping up to date with the superannuation laws an increasingly onerous task.

He also recognizes, that developing a quality relationship that adds genuine value to a client’s situation, whatever the circumstances, will give them confidence and peace of mind that they are supported, every step of the way.

Planning early is the best way to ensure you’re working towards the retirement you want.

Educational Qualifications and Professional 
  • Graduate Diploma of Financial Planning
  • Master of Applied Finance
  • Member of Financial Planning Association of Australia

Contact Michael
02 6133 7675
 email Michael

 

     
     

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