Centric Wealth

your interests, our focus

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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

 
Jonathan Scholes
 

             






 

 

 

 

 


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 clients real financial and lifestyle objectives, developing comprehensive financial planning strategies in support of those objectives and, through regular reviews, ensuring these strategies continue to meet the needs of his clients.

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.

Key Interests

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 of Australia (FPA)
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 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 two very energetic sons who keep 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 long-time supporter of the West Coast Eagles.

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

Contact Andrew
   03 8639 1300
  email Andrew


  Jonathan Scholes


Experience
Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations. 

Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.

Key Interests
Jonathan is passionate about philanthropy and supports in a professional capacity several organisations dedicated to providing assistance for those most in need. 

Jonathan is married, and loves nothing more than spending time with his wife Kelly, and his two girls, Grace and Matilda. He is also an avid sports fan, with a love for cricket, golf and Australian rules football.

Educational Qualifications and Professional Memberships
  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor of Commerce (Economics and Finance) 
  • Diploma of Financial Planning 
  • SMSF Core Course 
  • Member of the Financial Planning Association of Australia (FPA)
Contact Jonathan
   0436 416 727
   03 8639 1300
   email Jonathan


   
                                                 

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