Our People At EDC Wealth Management we take pride in our people and believe they play an integral part in providing a quality and professional service to our clients. We encourage both our professional and support staff to further their training and education. Accordingly, we boast a depth of enthusiastic, well-informed, and client focused professionals.
We are dedicated to ensuring our clients feel welcome, receive a personal service and get the most from their individual financial situation.
To find out more about our team, select any one of our personal profiles. Please also note you may download a Financial Services Guide, which relates in more detail our background and how we provide service and advice.
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Michael Tobin
CFP
Michael Tobin has 16 years experience in the financial services industry, including positions with AMP, Westpac and Colonial State Bank before establishing his own practice in March 1999. Michael has completed the Diploma of Financial Planning and is a Certified Financial Planner. Michael is a member of the Financial Planning Association of Australia
To download Michael's FSG, please click here .
Authorised Representative Number 242329
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Bret Ambrose
CFP B.Bus A.S.I.A.
Bret commenced his career in financial planning in 1995 after graduating from QUT with a Bachelor of Business in Banking and Financial (Accounting) in 1994.
Over the following years, Bret broadened his experience by working with a number of other planning firms, building his own client base through referrals. During this time, and to assist develop communication skills, Bret also wrote and lectured a core subject (Retirement and Estate Planing) of the Financial Planning Degree offered through Griffith University.
As an adviser with edc wealth management, Bret now advises on the financial planning interests of individuals who are willing and able to benefit from our ongoing service programs.
Specifically, Bret advises Hospitality industry executives, pre-retirees aged 45 to 55, wealth accumulating professionals and divorcees, in particular women.
To download Bret's FSG, please click here .
To download other documents, please click here .
Authorised Representative Number 242301
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Paul Goggins
CFP Dip FP Dip TA
Paul has over 7 years experience as a financial adviser. Paul commenced working with an accounting firm in 1998 formulating strategies and preparing financial reports for their clients. After he completed the Diploma of Financial Planning and the Diploma of Technical Analysis in 2000, he began advising his own clients as well as clients of his father Jim.
Since then Paul has built his business on providing specialist financial advice to families and small business clients. In 2005, Paul gained the Certified Financial Planner designation (CFP) after he completed the CFP Program through Deakin University.
To download Paul’s FSG, please click here .
Authorised Representative Number 242242 |
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Kathy Newcombe
Kathy joined edc in November, 2005 and works with Bret Ambrose and his clients as a Client Service Manager. Kathy completed a Bachelor of Business Management (Marketing) in 2005. Kathy is currently completing a Graduate Diploma of Financial Planning with the Financial Securities Institute of Australiasia.
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