Centric Wealth

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Our Advisers in Canberra

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


Sara Caggiano

Sara Caggiano

  Trina Dooley
Trina Dooley

 

Preeti Nand
Preeti Nand

 
Scott Redpath



Nick Tandy
 
 
James Ellis
 
Bradley Waters
 
Kevin McGrath
 
Michael Simmons
   

 

 

 

 





   
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

 
  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



  Scott Redpath

Experience
 
Scott has been working for the Findex group since 2006 and has gained valuable experience in advising both retirees and wealth accumulators.

Key Interests
Scott is married and his interests include renovating houses, social golf and spending time with family and friends.

Educational Qualifications and Professional Memberships 
  • AFP® Member of the Financial Planning Associate of Australia (FPA)
  • Master of Financial Planning
  • Graduate Certificate in Applied Finance
  • Advanced Diploma of Financial Services
    (Financial Planning)
  • Diploma in Business (Banking & Finance) 
Contact Scott
   (02) 6281 1477
   email Scott


    Nick Tandy

Experience
 
Nick has approximately 4 years’ experience in the financial services industry, working in a number of different roles. Prior to this he spent 7 years working as a policy officer for the Australian Government. Nick holds a Bachelor of Commerce degree (majoring in Financial Planning), a Diploma of Financial Planning and is currently working towards his qualification as a Certified Financial Planner®.

Key Interests
Nick takes great pride in building longterm relationships with clients and providing them holistic advice that is in their best interests. He defines success by understanding a clients desired lifestyle and helping them to achieve it.

He is particularly interested in helping wealth accumulators and those who are approaching or settling into retirement. He understands that the transition can be difficult and the peace of mind an adviser can provide is invaluable.

Nick is married, recently became a father and enjoys tennis, golf and rock-climbing. He is also a collector of original 18th century Japanese woodblock prints.

Educational Qualifications and Professional Memberships 
  • Bachelor of Commerce – University of Canberra 
  • Diploma of Financial Planning – Kaplan Professional 
  • Associate Member of the Financial Planning Association of Australia (FPA)
Contact Nick
   (02) 6281 1477
   email Nick

 
   James Ellis

Experience
James has been working in the financial services industry since 2008. James holds a Bachelor of Business majoring in Accounting, Diploma of Financial Services (Financial Planning) and is also a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Association of Australia (FPA). 

James’ growing experience will enable him to create financial strategies to meet clients’ needs now and into the future.

Educational Qualifications and professional Memberships  
  • CERTIFIED FINANCIAL PLANNER® - Financial Planning Association of Australia 
  • Bachelor of Business (Accounting) – Charles Sturt University 
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
Contact James
   02 6281 1477
   email James



 
  Bradley Waters


Experience

Brad has been working in the Financial Services Industry for a number of years, commencing employment with a highly successful boutique Financial Planning firm, and then within the banking sector. 

During this time, Brad has obtained extensive experience and has excelled in a number of roles which uniquely positions him to serve his clients.

Educational Qualifications and Professional Memberships
  • Masters of Commerce (Financial Planning)
  • Bachelor of Business 
  • AFP® Member of the Financial Planning Associate of Australia (FPA)

Contact Bradley

   02 6281 1477
   email Bradley





 

Kevin McGrath

Experience
Kevin has been working in the financial services industry for over 9 years. During this time, he has worked in both Ireland and Australia, and gained experience in boutique and larger financial services firms. He has held positions in high net wealth client services and corporate pension administration. 

Kevin joined Centric Wealth in 2015 as the manager of the Adviser Support team. The core responsibilities of the team included writing financial plans and providing ongoing technical support for advisers. 

Kevin has completed a number of academic qualifications in financial planning and uses this technical knowledge, combined with his workplace experience, to provide high quality strategic advice to clients. Kevin is enthusiastic about building long lasting relationships and always aims to achieve the best possible outcomes for clients.

Educational Qualifications and professional Memberships  
  • Diploma of Financial Planning 
  • Advanced Diploma of Financial Planning 
  • Professional Diploma in Financial Advice – Qualified Financial Adviser (Ireland Qualification) 
  • Bachelor of Arts (Honours) in Financial Services 
  • Licentiate of The Institute of Bankers in Ireland 
  • Financial Planner AFP® from the Financial Planning Association of Australia (FPA)
Contact Kevin
   02 6281 1477
   email Kevin




 

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 recognises, 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 Memberships  
  • 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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