Our team of wealth advisers has a combined expertise of more than 80 years in the industry.

Warren Skinner has been a financial adviser to healthcare professionals for almost two decades and has been a key participant in the financial services industry since 1985.

 

Prior to establishing his own practice in 1990, Warren provided training services and technical assistance to many of Australia's pre-eminent financial advisers in the late 1980's, via one of Australia's largest financial institutions.

 

Today, as a specialist financial adviser to healthcare professionals, Warren and his team work closely with clients to help them build and protect their wealth by designing strategies that dovetail with their current personal and financial situation and their future lifestyle and financial goals and aspirations. 

 

When Warren is not consulting with his valued clients, and in light of his extensive background and experience, he is regularly asked to formally advise both fund managers and insurers on product development initiatives that aim to address the often unique needs of healthcare professionals.

 

Warren is a Certified Financial Planner CFP, holds a Dilpoma of Financial Planning and is an active member of the Financial Planning Association of Australia.

Steven has been providing financial advice to clients since 1988 and is licensed to do so by the Australia Securities & Investment Commission (ASIC).  He has a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning) and is currently in the process of completing his Advanced Diploma of Financial Services (Financial Planning).  He has extensive consulting experience in delivering the key elements of well-designed employee benefit arrangements and has served the corporate superannuation needs of many well-known high profile corporations and funds in Australia.

Steven and his team have a 'member focused' approach which centres around the establishment of a comprehensive education & advice programme.  This is designed and delivered to raise the awareness of financial planning principles and to empower an employer's workforce to take action in tailoring their membership to suit each individuals unique circumstances.

Steven's extensive use of both internal and external research and his intense efforts on behalf of his clients have earned him an enviable reputation of professionalism. 

Authorised Representative Number 239297.

Phill has been providing financial advice to clients since 1989 and is licensed to do so by the Australian Securities & Investment Commission (ASIC).  He holds a Financial Planning Certificate and Mortgage Advice Qualification in the UK.  He has a Diploma of Financial Services (Financial Planning) and is currently undertaking studies towards completing an Advanced Diploma of Financial Services (Financial Planning) in Australia.

Phill has extensive experience in financial planning, including meeting the needs of high net worth clients.  His personal approach to looking at an individual's specific position allows him build strong rapport with his clients which assists in meeting their goals and objectives.

Authorised Representative Number 325244

David has been providing financial advice to clients since 1994 and is licensed to do so by the Australian Securities & Investment Commission (ASIC).  He is a Certified Financial Planner and holds a Diploma of Financial Planning and a Masters of Personal Financial Planning. 

 

After working as a senior financial planner for over 10 years at two of Australia’s largest financial institutions, David enjoys the more personal approach that he can now provide to clients.  

 

Due to his ability to present information in an easy to understand manner, David has been invited to speak on financial matters at seminars and conferences, including the highly popular 'The Private Practice' course for medical professionals, held in recent years.  

 

While having a broad range of clients, David specialises in providing financial advice to clients in the medical  and entertainment industries, including a number of high profile individuals.
    
Authorised Representative Number 330557

Marcel has been providing financial advice to clients since 2005 and is licensed to do so by the Australian Securities & Investment Commission (ASIC).  He holds an Advanced Diploma of Financial Services, and is currently completing a Bachelor of Financial Advising.    

 

Marcel takes a highly tailored approach when providing financial advice, working closely with his clients to obtain a thorough understanding of their financial needs and goals. Having worked as a Senior Paraplanner for a number of years, Marcel has a solid technical and product research background. and also has a supervisory role with the paraplanning team.    

 

Authorised Representative Number 279750.

James holds a Diploma of Financial Services, a Graduate Certificate of Applied Finance and is currently undertaking studies towards completing his Masters of Applied Finance.   
 

James works closely with our advisers to devise strategies enabling clients to achieve their goals. He develops timely and well-constructed advice documents tailored to individual clients needs.

Slavka is currently completing a Diploma in Financial Services (Financial Planning).  

 

Slavka deals with clients and financial service providers to ensure exceptional customer service and communication is delivered to clients of our firm. She works closely with Paraplanners in preparing and extensively researching clients' existing financial structures, which enable tailoring of the financial advice the Advisers are able to provide to clients. Slavka is also responsible for ensuring all group client communications are delivered in a timely fashion.

Abigail holds a Bachelor of Commerce and a Diploma of Financial Services (Financial Planning) and is currently undertaking an Advanced Diploma of Financial Services.

 

Abigail coordinates new business and work-flow operations to ensure client protection plans and investment portfolios are seamlessly implemented and maintained.  She liaises between clients and service providers regarding insurance underwriting and other lodgement requirements, reducing time and effort spent by clients on administration tasks.

 

Skinner Macarounas Pty Limited places a strong emphasis on high quality advice and compliance systems.  Abigail is responsible for overseeing processes and procedures to ensure this enviable level is maintained.  Evidence of this is the firm's history of exemplary external audit results.