Results From A Passionate Team of Financial Experts

Craig Wagstaff

Diploma of Financial Services (Finance/Mortgage Broking Management)

Credit representative number:399312

Qualifications:

Diploma of Financial Services (Finance/Mortgage Broking Management)

Professional Memberships:

MFAA – Mortgage & Finance Association of Australia

The advice and services I can provide you

I am an Accredited Mortgage Consultant and as a credit representative of AMP Financial Planning I am authorised to provide credit assistance in relation to loan products.

Subject to meeting lender credit criteria, I can advise on loans relating to:

Residential Mortgages and Home Loans
Personal Loans
Deposit Bonds

Subject to meeting the lender’s credit criteria, along with any additional lender or AFG accreditations, I can also advise on and/or arrange loans relating to:

Commercial Loans
SMSF Loans

The full list of approved lenders is available on request but is not an exhaustive list of lenders who offer credit of the nature you may seek.

How I am paid

I receive the following from our practice:

I am paid a salary and bonus’ for meeting targets.

Thomas Windle

Certificate IV in Finance and Mortgage Broking

Bachelor of Business (Banking & Finance)

Credit representative number:50339

Qualifications:

Certificate IV in Finance and Mortgage Broking
Bachelor of Business (Banking & Finance)

Professional Memberships:

FBAA – Finance Brokers Association of Australia

I am an Accredited Mortgage Consultant and as a credit representative of AMP Financial Planning I am authorised to provide credit assistance in relation to loan products.

Subject to meeting lender credit criteria, I can advise on loans relating to

Residential mortgages and home loans
Personal loans
Deposit bonds
Reverse mortgages

Subject to meeting the lender’s credit criteria, along with any additional lender or AFG accreditations, I can also advise on and/or arrange loans relating to:

Commercial loans
SMSF loans
Rural loans

The full list of approved lenders is available on request but is not an exhaustive list of lenders who offer credit of the nature you may seek.

How I am paid

I receive the following from our practice:

Salary

I am paid a salary and bonus for meeting targets.

David Hui

Certificate IV Financial Services (Finance/Mortgage Broking)

Diploma of Finance and Mortgage Broking Management

Credit representative number:373006

Qualifications: (Finance Related)

Certificate IV Financial Services (Finance/Mortgage Broking)
Diploma of Finance and Mortgage Broking Management

Professional Memberships:

MFAA – Mortgage & Finance Association of Australia

I am an Accredited Mortgage Consultant and as a credit representative of AMP Financial Planning I am authorised to provide credit assistance in relation to loan products.

Subject to meeting lender credit criteria, I can advise on loans relating to

Residential mortgages and home loans
Personal loans
Deposit bonds
Reverse mortgages

Subject to meeting the lender’s credit criteria, along with any additional lender or AFG accreditations, I can also advise on and/or arrange loans relating to:

Commercial loans
SMSF loans
Rural loans

The full list of approved lenders is available on request but is not an exhaustive list of lenders who offer credit of the nature you may seek.

How I am paid

I receive the following from our practice:

salary

I am paid a salary and bonus for meeting targets.

Rodrigo Almanza

Diploma of Financial Planning

Master of Professional Accounting

Degree in International Business

Authorised representative number:1245981

Credit representative number:490337

Qualifications: (Finance Related)

Diploma of Financial Planning
Master of Professional Accounting

Qualifications: (Non-Finance Related)

Degree in International Business

I am authorised to provide all the services listed in the Our advice and services section, except for the following:

Commercial loans
SMSF loans
Aged care
Employer super
Exchange traded funds (ETF) and Listed investment companies (LIC)
Goals based investing
Limited Managed Discretionary Account service
SMSF borrowing
Investor directed portfolio services
Loans including mortgages and personal loans, reverse mortgages and deposit bonds

Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.

I am also a Credit Representative of AMP Financial Planning and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant.

How I am paid

I receive the following from our practice:

Salary and bonus

I am paid a salary and bonus’ for meeting targets.

Rodrigo Almanza

Diploma of Financial Planning

Advanced Diploma of Financial Planning

Bachelor of Commerce (Finance)

Authorised representative number:1245981

Credit representative number:490337

Qualifications:

Diploma of Financial Planning
Advanced Diploma of Financial Planning
Bachelor of Commerce (Finance)

Professional Memberships

FPA – Financial Planning Association

I am authorised to provide the services listed in the Our advice and services section of this guide, except for the following:

Commercial loans
SMSF loans
Aged care
Employer super
Exchange traded funds (ETF) and Listed investment companies (LIC)
Goals based investing
Limited Managed Discretionary Account service
SMSF borrowing
Investor directed portfolio services
Loans including mortgages and personal loans, reverse mortgages and deposit bonds

Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.

I am also a Credit Representative of AMP Financial Planning and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant.

How I am paid

I receive the following from our practice:

Salary and bonus

I am paid a salary and bonus for meeting targets.

Sapphira Toh

Diploma of Financial Planning

Master of Business (International Business and Marketing), Bachelor of Arts (Psychology)

Authorised representative number:461525

Credit representative number:461526

Qualifications:

Diploma of Financial Planning
Master of Business (International Business and Marketing)
Bachelor of Arts (Psychology)

I am authorised to provide the services listed in the Our advice and services section of this guide, except for the following:

Estate planning (I am authorised to advise on limited estate planning solutions related to your financial products)
Gearing and margin lending
Limited selection of investment guarantees
Securities (including listed securitiesand debt securities)
Self-managed super funds (SMSF)
SMSF borrowing
Separately managed accounts
Investor directed portfolio services
Loans including mortgages and personal loans, reverse mortgages and deposit bonds

Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.

I am also a Credit Representative of AMP Financial Planning and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant.

How I am paid

I receive the following from our practice:

Salary and bonus

I am paid a salary and bonus for meeting targets.

Adam Ghanem

Diploma of Financial Planning

Advanced Diploma of Financial Planning

Authorised representative number:1000255

Credit representative number:486377

Qualifications:

Diploma of Financial Planning
Advanced Diploma of Financial Planning

Professional Memberships:

Diploma of Financial Planning
Advanced Diploma of Financial Planning

I am authorised to provide all the services listed in the Our advice and services section, except for the following:

Loans including mortgages and personal loans, reverse mortgages and deposit bonds

Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.

I am also a Credit Representative of AMP Financial Planning and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant.

How I am paid

I receive the following from our practice:

salary
bonus

I am paid a salary and bonus’ for meeting targets.

Damien Mifsud

Authorised Representative and Credit Representative of AMP Financial Planning

Certificate IV in Financial Services (Mortgage Broking)

Advanced Diploma of Financial Planning

AFA – Association of Financial Advisers, FBAA – Finance Brokers Association of Australia

Authorised representative number: 331614

Credit representative number: 393843

Qualifications:

Authorised Representative and Credit Representative of AMP Financial Planning
Certificate IV in Financial Services (Mortgage Broking)
Advanced Diploma of Financial Planning

Professional Memberships:

AFA – Association of Financial Advisers
FBAA – Finance Brokers Association of Australia

The advice and services I can provide you

I am authorised to provide the services listed in the Our advice and services section of this guide, except for the following:

Aged care
Exchange traded funds (ETF) and Listed investment companies (LIC)
Securities (including listed securities and debt securities)
Separately managed accountsSeparately managed accounts

Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.

I am also an Accredited Mortgage Consultant and as a credit representative of AMP Financial Planning I am authorised to provide credit assistance in relation to loan products.

Subject to meeting lender credit criteria, I can advise on loans relating to:

residential mortgages and home loans
reverse mortgages

Subject to meeting the lender’s credit criteria, along with any additional lender or AFG accreditations, I can also advise on and/or arrange loans relating to:

SMSF loans
Commercial Loans

The full list of approved lenders is available on request but is not an exhaustive list of lenders who offer credit of the nature you may seek.

How I am paid

I receive the following from our practice:

equity in the practice

I am the owner and operator of Brisbane Financial Services Pty Ltd and as such shall receive a share of all profits from Brisbane Financial Services Pty Ltd.

Jenny Gotting

Jenny brings over 20 years Banking & Finance experience to the team specialising in mortgage operations and compliance management.

She is passionate about delivering a first class professional service to clients creating a long term connection and an outstanding experience.

Jenny loves spending time with her family and friends, cooking and travelling.

Alison Cumming

Alison brings over 20 years’ experience in Banking & Finance. During this time she has specialised in home loan finance and mortgage broking lending.

Alison enjoys weekends at the beach, discovering new places and socialising with close friends.

Diana Di Fabio

Diana joined the team in 2018 and comes from a strong Insurance & Banking background, having 12 years’ experience working for one of the major Insurer’s/Bank in Australia.

She is passionate about ensuring our clients receive a first class experience.

In her spare time, she loves spending time with friends & family, going on outdoor adventures, travelling and practicing yoga.

Juan Steven Castano

Juan joined Brisbane Financial Services in 2016, and has 3 years’ experience as a financial adviser, and 7 years’ experience as an associate adviser. Juan is passionate about helping his clients identify their goals, placing them in a timeline and providing strategies to ensure they achieve their goals.

Juan understands how powerful financial advice is and he spends most of his time learning new strategies so he can help his clients achieve their goals.

Prior to joining AMP Advice, Juan specialised in superannuation, investment, risk protection, tax strategies and retirement planning at CB Financial. His relationships with his clients generally h6 many years, and he enjoys seeing them grow their wealth through the different stages of their lives.

Juan’s long term goal is to reach as many Australians as possible and provide them with financial advice so they can achieve their financial freedom.

Juan is a member of Member of the AFA.

Qualifications:

Diploma of Financial Services (Financial Planning)
Bachelor of Business (Finance)
Professional Memberships

AFA – Association of Financial Advisers

The advice and services I can provide you

With the exception of any services listed below, I am authorised to provide the services as outlined in the Financial Service & Credit Guide.

Gearing and margin lending
Securities (including listed securities and debt securities)
Self-managed super funds (SMSF)
SMSF borrowing
Separately managed accounts
Investor directed portfolio services
Loans including mortgages and personal loans, reverse mortgages and deposit bonds
Should you require advice and services that extend beyond my authority I can refer you to a
suitably qualified professional.

I am also a Credit Representative of AMP Financial Planning and am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options.
If you require advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage Consultant.

How I am paid

I am paid a salary and bonus’ for meeting targets

Team

Meet The Team at Brisbane Financial Services

Damien Mifsud

 Authorised Representative #331614

 Credit Representative #393843

Craig Wagstaff

 Credit Representative #399312

Andrew Gray

James Orr

 Authorised Representative #1003369

 Credit Representative #513623

Rodrigo Almanza

 Authorised Representative #1245981

 Credit Representative #490337

Adam Ghanem

 Authorised Representative #1000255

 Credit Representative #486377

Diana Di Fabio

Sapphira Toh

 Authorised Representative #461525

 Credit Representative #461526

David Hui

 Credit Representative #373006

Alison Cumming

Jenny Gotting

Download Our Financial Services Credit Guide