Tony Seymour

Director/Financial Planner

CFP® DipFP B.Comm CA SSA
SMSF Specialist Advisor™

Tony has been a financial planner since 2000. He is a CERTIFIED FINANCIAL PLANNER® , holds a Diploma of Financial Planning and is a Committee member of the Western Division Chapter of the Financial Planning Association (FPA) of Australia. He holds a Bachelor of Commerce degree from the University of NSW and is a qualified Chartered Accountant.

As a Self Managed Superannuation Fund expert, Tony is also an SMSF Specialist Advisor™ with the SMSF Association (the Self Managed Super Fund Professionals Association of Australia)

Ben Adams

Director/Financial Planner

CFP® LRS® DipFP B.Comm JP

Ben has been working as a financial planner since 1997 and holds a Bachelor of Commerce (Accounting) from the University of Wollongong. Prior to Financial Planning, Ben worked as an accountant with KPMG.

Ben holds a Diploma of Financial Planning, is a CERTIFIED FINANCIAL PLANNER®, a LRS® Life Risk Specialist and a member of the Financial Planning Association (FPA) of Australia.

Ben is also a Justice of the Peace and has held this position since August 2002.

Sharlene Tink

Practice Manager

BMgt., ADFS (FP)

Sharlene has been in the financial planning industry since 2003 and a financial planner since 2010.  She holds a Bachelor of Management degree, obtained in Canada, and has completed her Advanced Diploma in Financial Services, whilst being in Australia.

Sharlene’s position is that of Practice Manager.  Her role is to ensure that the office runs smoothly and efficiently.  Her skills and experience, also enable her to assist CWFS clients with their financial planning queries.

Michelle McIntyre

Personal Assistant

Michelle has worked with Central West Financial Solutions since April 1999 and previous to that was in the banking industry for 5 years.

Michelle has completed Certificate IV in Business Management.

Michelle’s role is that of Personal Assistant to the Directors of Central West Financial Solutions. Her role involves carrying out administration duties, processing of applications, providing excellent customer service and processing of accounts through MYOB.

Rebecca Fitzgerald

Receptionist

Bec is the Receptionist for CWFS and is the first friendly face you will see when you visit our office.  Bec has 3 years administration experience and prior to that, worked in a management position in hospitality for 5 years.  The customer service skills she gained during her time in hospitality has given her the perfect foundation to confidently perform and excel at the Receptionist role at CWFS and she is consistently complimented by our clients on her friendly and helpful attitude, both in person and on the phone.