Centric Wealth

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Our Advisers in Melbourne

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


 
Bernie Ervin
Bernie Ervin
 
Tracey Burns
 

 
Philip Elmslie

   
Martin Goodrich
 
Anne Goodrich
 
Andrew Satinover

   
Adam Connelly

 
David Pope

 
Paula Fraser

   
Disheng Kwa

 

   
             






 

 

 

 

 





Bernie Ervin 


Bernie Ervin

Experience
Bernie joined Centric Wealth in 2002, after 32 years with National Australia Bank where he held senior client and group management positions.

Since joining Centric Wealth as a Financial Adviser, Bernie has concentrated on building relationships with private clients sourced through his personal network together with referrals from existing clients.

Bernie’s strengths are in identifying client’s real financial and lifestyle objectives, developing comprehensive financial planning strategies in support of those objectives and, through regular review, ensuring these strategies continue to meet the needs of the client.

In servicing his clients, Bernie draws upon Centric Wealth’s internal strengths across investing, wealth creation, asset allocation, risk insurance and lending to provide a complete financial strategy.

Bernie is married and has two sons. His interests include travel, cycling, golf and is an avid team sports fan.

Qualifications and Professional Memberships

  • Diploma of Financial Services (Financial Planning) 
  • Associate Financial Planner status with the Financial Planning Association
Contact Bernie 
   03 8639 1300
   email Bernie



Tracey Burns

Tracey Burns

Experience
Tracey is able to provide aged care and salary packaging advice, as well as strategic risk management, investment, estate and retirement planning advice, including the establishment and management of self-managed Superannuation funds. In addition, she can work with you to establish appropriate investment trading structures for both asset protection and tax planning purposes.

Tracey believes in building a long-term relationship with her clients and understands the need to provide a value oriented, holistic financial planning service to achieve their lifestyle and financial objectives.

Tracey is authorised to provide financial planning and financial product advice in:
  • Managed Investments
  • Superannuation
  • Self Managed Superannuation Funds 
  • Govt. Debentures, Stocks/ Bonds
  • Investment Life Insurance
  • Life Risk Insurance
  • Deposit and Payment Products
  • Retirement Savings Accounts
  • Securities 
Educational qualifications and professional memberships
  • Bachelor of Business (Accounting)
  • Certified Practicing Accountant

Benefits
Tracey and Centric Wealth may also receive additional benefits such as help with marketing expenses, complimentary or subsidised attendance at conferences, and other rewards such as gift vouchers, tickets to sporting events and invitations to social events that are below $300. These benefits that are between $100 and $300 in value, and other benefits, that relate to information technology software or support provided by a product issuer or that relate to educational and training purposes, are recorded in a register which meets legislative requirements. The Centric Wealth Register is publicly available and Centric Wealth can provide a copy to you on request.

Contact Tracey
03 8639 1300
 email Tracey



 Philip Elmslie


Experience
Philip has worked in the financial services industry since 2005, holding technical and advisory positions in boutique practices before joining Centric Wealth in 2011.

He has experience in advising a broad spectrum of private clients including retirees, medical specialists, small business owners, high net worth individuals and families.

Key Interests
Philip is passionate about helping clients achieve their lifestyle and financial goals. He enjoys developing long term partnerships with clients based on a clear understanding of their objectives, values and needs.

He prides himself on delivering the highest quality of holistic advice to client’s, often involving the co-ordination of professional counsel from accountants, solicitors, risk management and debt specialists to ensure all areas of a client’s financial circumstances are considered.

Philip maintains a commitment to personalised service and communication, supported by robust systems and administration as key elements of managing client’s financial affairs. 

Educational qualifications and professional memberships
  • AFP® Member of the Financial Planning Association of Australia
  • Master of Financial Services – University of New England
  • Graduate Diploma of Financial Services – University of New England
  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
Contact Philip
03 8639 1300
 
Email Philip



 Martin Goodrich


Experience
Martin commenced his career as a Chartered Accountant at Deloitte, before joining Priestley and Morris (Moore Stephens) as a Partner in the Business Advisory Group, where he introduced wealth management to the national practice in 1984.

He commenced his own practice in 1989, which was focused on the financial needs of the clients and their families from a “trusted advisor” perspective, delivering services that addressed the client’s financial journey.

His focus includes advice on technical issues,and is tailored to the specific needs of his clients and their families. This includes their businesses, where he often acts as a member of the advisory board to guide strategic direction and align their business performance to personal and lifestyle objectives. As a Chartered Accountant, he delivers services to family businesses and private clients, with particular interest in the next generation and succession.

Martin has expertise in a number of areas of wealth management, including superannuation strategies.

He recently attended The Wharton Business School, University of Pennsylvania, as part of the Chief Executives Programme, which delivers management and leadership programs, in addition to continuing education in financial disciplines. This two year programme was specifically designed to complement the technical services delivered to the broad range of clients at different stages of their lives.

In 2012, Martin was awarded Financial Planner of the Year – Victoria/Tasmania from the Securitor Financial Group, following Practice of the Year in 2006.

On 1st July 2015, Martin and his team joined Crowe Horwath Accountants, where he is a Partner in the Business Advisory division, in addition to his role as Senior Financial Adviser with Centric Wealth – both part of the Findex Group. The key objective of joining the group is to continue to service clients and enhance the family office advisory offering, which has been the practice philosophy since inception. 

Martin is married with three children, and his interests include music, golf, football and travel.

Educational qualifications and professional memberships
  • Bachelor of Commerce (Finance)
  • Fellow of the Institute of Chartered Accountants
  • Chartered Tax Adviser
  • Member of Financial Planning Association
  • Chief Executives Program
Contact Martin
   03 8639 1300
 
 email Martin



Anne Goodrich


Experience
Anne enjoys meeting with clients to provide strategies and solutions for their wealth management and retirement planning needs and objectives. Anne has a particular interest in investment markets and asset allocation. 

Anne began providing financial advice in 1998, after working as a lawyer in private and public practice.

Anne is married with three children. Her leisure interests include spending time with family and friends, playing tennis, travel and relaxing with a good book.

Educational Qualifications and Professional Memberships
  • Bachelor of Law and Bachelor of Arts from the University of Melbourne 
  • Diploma of Financial Planning
  • SMSF Specialist Accreditation
  • Direct Equities Specialist Accreditation
  • Aged Care and Personal Injury Specialist Accreditation
Contact Anne 
   03 8639 1300
 
 email Anne



 Andrew Satinover


Experience
Andrew Satinover is a Representative of Findex Advice Services Pty Ltd AFSL 243253 trading as Centric Wealth Advisers. 

Andrew has worked in the financial planning industry since 2007 and is determined to build long-term relationships with his clients.

Andrew’s strengths are in identifying client’s real financial and lifestyle objectives, developing comprehensive financial planning strategies in support of those objectives and, through regular review, ensuring these strategies continue to meet the needs of the client.

Andrew is married and has a very energetic son who keeps him busy. His interests include keeping fit, travelling to new places and spending time with his family and friends. He enjoys all sports and is a longtime supporter of the West Coast Eagles. 


Educational Qualifications and Professional Memberships
  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor of Business (Accounting & Finance)
  • Advanced Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia (FPA)

Contact Andrew
   03 8639 1300
  email Andrew



Adam Connelly

Experience
 
Adam is a banking professional with over 12 years’ experience in the Lending and Finance industry.

Adam has extensive banking experience across Corporate, Commercial, Small business, Equipment, Home & Investment Finance. Having worked in various locations including Brisbane, Canberra and Melbourne, across a cross section of industries, Adam knows how add value to your business to save you time & money.

This experience enables Adam to negotiate the most appropriate borrowing strategy, loan structure, interest rate and ongoing loan conditions in the market place.

If you are looking for your first or subsequent home/s, expanding your investment portfolio with property or shares, starting or looking to grow your business, wanting to purchase commercial property, upgrading your car, buying new plant & equipment or need cash flow assistance then Adam can assist.

You may simply want a review of your current lending as rates change, fees change, products change. Adam can ensure you have the right product for the right price to work in with your financial goals.

In addition to this Adam has the advantage of being employed by a Financial Services Group that is looking to revolutionise wealth and empower ambition.

Centric Wealth provides specialist resources in the areas of Tax Accounting, Specialist Tax, Financial Planning, Risk Protection and General Insurance.

Adam forms part of the Centric Wealth’s vision to create a fair priced ‘Family Office’ service that is accessible to more mainstream businesses and individuals – not just reserved for the wealthy few.

The family office brings together a single point of contact for managing financial affairs of businesses and individuals within them.

Educational Qualifications and Professional Memberships 
  • Diploma of Finance and Mortgage Broking Management
  • Member of the Mortgage & Finance Association of Australia (MFAA)
Contact Adam
   (03) 9258 6893
   email Adam


David Pope

Experience

David has worked in the financial planning industry since 2005 and holds a Bachelor of Commerce with majors in Financial Planning and Accounting and a Graduate Diploma of Applied Finance.

David has held a number of positions at various financial services organisations which has extended him the opportunity to provide strategic advice to a wide array of clients including young professionals, high new wealth individuals and retirees.

This experience and broad knowledge enable him to create financial strategies to achieve his clients’ needs and long term financial goals.

Educational Qualifications and Professional Memberships
  • Bachelor of Commerce – Deakin University
  • Graduate Diploma of Applied Finance – Kaplan
Contact David
   (03) 8639 1300
   email David



Paula Fraser

Experience
 
Paula has in excess of 8 years’ experience in the Lending & Finance industry and holds a Master’s degree in Diplomacy & International Trade specializing in Business as well as a Bachelor of Asian Studies and International Business.

Over the years Paula has held positions with 3 of Australia’s big 4 banks and has spent the last 2 and a half years as a finance broker and adviser.

Over the years with the big banks Paula held positions of responsibility including as a Credit Manager/Analyst in plant and equipment lending, in a relationship role in commercial banking specialising in cash flow/unsecured lending and development lending as well as general business lending for small and medium businesses. Paula also has extensive experience in Self-Managed Super Fund lending and residential lending.

This enables Paula to offer a full range of finance services to clients across their lending needs and to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rates and loan conditions in the market place to suit their needs.

Paula is also an accredited Finance Broker and member of the Mortgage Finance Association of Australia (MFAA).

Educational Qualifications and Professional Memberships 
  • Master of Diplomacy & International Trade
  • Diploma of Finance and Mortgage Broking Management
  • Certificate IV in Finance and Mortgage Broking
  • Member of the Mortgage & Finance Association of Australia (MFAA)
Contact Paula
   0488 700 395
   email Paula



Disheng Kwa

Experience
 
Disheng is an experienced lending adviser who loves making dreams come true and loves seeing his customers get more out of their money.

Over the years Disheng has held positions as a financial planner in the wealth management industry as well as in the retail banking industry. This enables him to formulate strategies and help his clients to achieve their goals from a more analytical point of view.

Educational Qualifications and Professional Memberships 
  • Master of Business (Banking & Finance)
Contact Disheng
   (03) 8639 1300
   email Disheng


   
                                                 

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