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Priority Planners |
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Our team Our team of wealth advisers has a combined expertise of over 180 years in the financial services industry. Our advisers come from a broad range of backgrounds including Chartered Accountants, bankers, traders and superannuation specialists. They are supported by an implementation team that includes a dedicated paraplanner with nine years experience in producing a broad range of financial plans. Larry Fingleson
Larry Fingleson BBus, CA - Financial Planning Specialist Member Firm Principal & Managing Director larry.fingleson@genesyswealth.com.au  Larry completed a Bachelor of Business majoring in accounting and finance, before completing his Chartered Accounting qualification while working at Ernst & Young. While with Ernst & Young, Larry worked in Sydney and London within the banking and finance and capital markets areas. After leaving the accounting profession, Larry held several accounting, operational and management positions within the commercial industry.
Larry joined Priority Planners in 2001 and has completed all relevant studies to obtain the desigation of CA - Financial Planning Specialist. Larry is the managing partner of the firm and is responsible for all strategic and operational matters affecting the practice in addition to client advice.
Larry and his wife Felice have three young children. He works hard at balancing his commitment to work and family. Larry enjoys running, golf and is an avid sports fan.
 David has gained in-depth knowledge of financial markets and investments through over 20 years' experience in international banking and financial markets. He has lived and worked in Singapore, Japan and New Zealand as well as three Australian states. He specialises in investments including those listed on the ASX and is an accredited self-managed superannuation funds adviser. He holds a Diploma in Financial Planning and carries the Certified Financial Planner designation. David is a member of the Australian Institute of Management and the Finance & Treasury Association. David is married with two daughters. He enjoys the beach and the snow and almost any social sport.
Paul Tosi BComm, CA - Financial Planning Specialist Member Firm Principal & General Manager paul.tosi@genesyswealth.com.au  Paul holds a Bachelor of Commerce with majors in accounting and law from Bond University where he graduated in the inaugural graduating class. He went on to become a Chartered Accountant and has worked in the banking & finance and insurance industries in Sydney, London and New York. He is now a designated Financial Planning Specialist by the Institute of Chartered Accountants
Paul is the General Manager of Priority Planners and responsible for the day-to-day operations. In addition to this Paul is the Principal Corporate Superannuation Adviser and heads this division of the practice. Within this role he liaises with the clients and corporate superannuation providers to ensure client's needs are met in a timely and professional manner.
Paul is also a father, surfer and competes in ocean swims regularly.
 Russell qualified as an accountant in 1969 and has been providing financial advice to clients in South Africa and Australia since 1974. He has a Diploma of Financial Planning and is a Certified Financial Planner. He immigrated to Australia with a young family in January 1986, the following year he co-founded Priority Planners (a member firm within the Genesys Group) with Alan Krowitz. He provides advice in all aspects of financial planning and is a member of the Financial Planning Association of Australia.
Russell is now enjoying semi-retirement, spending more time with his wife, grandchildren and trying to master the game of golf.
Dirk Chinchen BA GDipAppFin AdvDipFinServ(Fin.Planning) FFin JP Member Firm Principal & Adviser dirk.chinchen@genesyswealth.com.au  Dirk grew up on Sydney's north shore and northern beaches. Dirk completed his undergraduate degree at Macquarie University. He has worked in Corporate and Private Banking serving large institutions and high net worth clients for over 20 years. Over this time he worked for two of Australia's largest Banks along with a well regarded investment house both in NSW and Queensland.
Dirk enjoys sharing the knowledge and strategies he has gained working with successful professionals and business owners with his clients. Dirk is a Fellow of the Financial Services Institute of Australasia and a Justice of the Peace. Dirk enjoys baseball, tennis and spending time with his family.
 Alan founded Priority Planners in 1988 with Russell Marx after arriving with a young family from
Michael MacQuillan AFPA Dip AII JP Member Firm Principal & Adviser michael.macquillan@genesyswealth.com.au  Michael commenced his Financial Planning career in 1988 with the formation of Nixon MacQuillan Agencies and QX Financial Concepts Pty Ltd in Chatswood. The business provided personal financial advice to a rapidly growing clientele of small business owners, professionals and retirees.
In 2008, Michael merged his business with Priority Planners to provide his clients with the services and benefits of a bigger, better corporatised Financial Planning firm.
 Brian has more than 20 years experience in financial services including 18 years in
 Ian holds a Bachelor of Science (Mathematics Major) from the University of Melbourne, together with a Diploma of Financial Planning from the FPA and is a Fellow of the Australian Institute of Banking and Finance with over 36 years of extensive experience in various facets of finance. Ian is a client service adviser and has over six years' experience with the firm in this capacity. He provides advice on structuring the most appropriate investment strategy for his clients with a major focus on using the significant tax advantages of the superannuation environment to meet retirement goals and objectives.
Ian is enjoying semi-retirement with more time to play golf (Monash Golf Club) and bridge. He is a proud father of three.
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