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Hunter Financial’s professional team are here to help guide you throughyour financial goals. With a variety of different financial backgrounds and skillsets, each delivers a unique ability to organise and plan your finances for a safe and comfortable future.
Director, Founder and CERTIFIED FINANCIAL PLANNER®
Martin established Hunter Financial Services in 1984 and is a Fellow of the Financial Planning Association, awarded in recognition for years of service to the financial planning industry and the community.
Martin is a CERTIFIED FINANCIAL PLANNER®, with a career spanning over 37 years and holds a Diploma of Financial Planning from Deakin University. He has also served as a board member for the National Compliance Committee.
Martin is extremely passionate about helping his clients, his key focus on ensuring they receive the highest standards in professional advice, with the utmost care and consideration.
Martin’s expertise covers a broad range of areas within financial planning, with his knowledge and experience delivering strategic financial advice, guiding clients of Hunter Financial to achieve their goals, ensuring they are able to live the life they desire.
Hunter Financial Services ongoing success has been driven through Martins dedication and commitment to delivering exceptional quality service, through his consultative process with clients, making the complex simple.
His advice has been generational, sharing in the journey of clients and their extended families, forming long-term relationships built on mutual respect and trust.
Trish commenced as the Director and Practice Finance Manager of Hunter Financial Services in 1987 and has been working alongside Martin for over 35 years.
As the Director of Finance, Trish manages the financial operations at Hunter Financial, with a high level of attention to detail.
Trish provides team leadership and management as Hunter Financial’s Practice Manager, with a strong focus on delivering quality client and staff service. The team management role covers the two locations at Port Pirie and Adelaide, across a range of team members with varying roles and responsibilities.
Managing Hunter Financial Services client experiences is paramount to Trish, and she thoroughly enjoys being part of their journey and seeing clients fulfil their financial dreams.
CERTIFIED FINANCIAL PLANNER®READ BIO
CERTIFIED FINANCIAL PLANNER®
Malcolm is a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Planning Association
Malcolm has been part of the Hunter Financial Services team since 2021 and has extensive financial planning experience, being in the industry since 1986. He has been involved in the roles of Administration and Client Services, Technical Support, Paraplanning and Senior Financial Adviser. Malcolm holds a Diploma of Financial Planning and further accreditation in Aged Care, Direct Equities and SMSF Adviser.
Malcolm works closely with clients reviewing their financial planning needs, to help achieve both short and long term financial outcomes. He is involved in providing technical support, and ongoing service relationships and is committed to providing excellent service for clients of Hunter Financial Services.
Louise has been an integral part of Hunter Financial for over 15 years working directly with clients as Client Services Administrator, in both Port Pirie and Adelaide.
The focus of her role is to provide administrative support to advisers by managing and implementing outcomes from client meetings and to assist with client enquiries.
Louise works closely with clients making this a smooth transition ensuring clients are kept informed throughout the advice process.
Over the years, Louise has developed valuable long term relationships with her involvement with Hunter Financial clients.
Diane started her journey with Hunter Financial in 2011, and has been an important part of the Hunter Financial team for over 11 years.
In her role as Client Services Administrator, Diane supports and manages client relationships to deliver a positive client experience.
Diane’s strong client service ethos, alongside her expertise in managing Centrelink, provides valuable assistance to Hunter Financial’s clients.
Lauren joined the team at Hunter Financial in 2018 as a Client Services Administrator.
With over 9 years of experience in Financial Services, Lauren holds a Diploma of Financial Planning
Lauren’s is the first point of contact for current and prospective clients of Hunter Financial and is a key team member.
Lauren’s role includes coordinating and managing client enquiries, and efficiently assisting the advisers and clients with administrative support throughout the advice process.
Carmel commenced with Hunter Financial Services in 2011, in the role of Client Services Officer and provides valuable administrative support to the team.
Carmel also assists with managing client enquires and maintains a high level of service and satisfaction for Hunter Financial clients and is a valuable member of the team.
Tamara commenced with Hunter Financial Services in 2021, in the role of Client Services Officer
Tamara has extensive experience in Client Services and Administration roles in both Accounting and Financial Services.
She is often the first point of contact at Hunter Financial Services assisting with client enquiries, and is involved in providing administrative support to our team.
Tamara is committed to providing exceptional client service to Hunter Financial clients and is a valued member of our team.
Jessa commenced with Hunter Financial Services in 2021 in the role of Client Services Administrator. Jessa holds a Bachelor’s degree in Management Accounting.
Jessa supports in managing the back-office administration tasks for our team, which includes ensuring all pre and post review meeting compliance and documentation are met, providing a high level of service.
Jessa provides great value to the Hunter Financial Team.