Our Team
When you engage with McCorp Financial Planners, you engage with a team of people working together to deliver quality advice and attentive, professional service. We will deliver to you the best team of specialists we have to deal with the issues at hand.
In most cases you will deal with two or more members of our team and you will have a dedicated client service manager to assist with day-to-day administrative issues as they arise.
OUR KEY PEOPLE
Peter McCormack
Principal Consultant BA (Acc), DFP, FPA (Aff)
Peter is the founder and Principal Consultant of the firm. He has a wealth of experience advising Senior Executives and High Net Worth individuals dating back to 1999. His experience has been gained in a top tier stockbroking firm, a large private accounting firm as a financial planner and also as an accountant in a leading agricultural accounting firm. The accounting and stockbroking sectors are key areas for consideration by High Net Worth clients.
He has a Bachelor of Arts (Accounting), the Advanced Diploma in Financial Services (Financial Planning), is a member of the Financial Planning Association of Australia and is a Listed Securities Specialist with the Australian Stock Exchange.
Peter enjoys spending time with his 3 children and watching their sporting pursuits on the rugby field. He comes from a farming family and held an owner builders licence, having built his own home. He now enjoys travelling, renovating and golf.
Peter is committed to building long-term relationships with his clients and providing them with professional and personalised financial advisory services.
Robert Beith
Senior Adviser BEc DipFP CFP
Rob joined Godfrey Pembroke over twelve years ago after gaining many years' experience in Accounting and Financial Planning compliance.
Rob’s previous planning experience was at Securitor Financial Group as a Compliance Manager. He gained an extensive knowledge of the investment markets and developed a broad range of financial skills in that group. Prior to Securitor, Rob travelled throughout Africa and Europe and worked with Arthur Young (now Ernst Young) in their Sydney office in both the Insolvency and Audit divisions.
Rob’s experience in accounting and financial planning compliance enables him to advise on superannuation and investment strategies for a wide range of clients including retirees, professionals, directors, senior executives, self-employed business people and small business operators.
Rob holds a Bachelor of Economics degree from Sydney University, where he majored in Accounting and Tax Law. He also holds a Diploma in Financial Planning and is a Certified Financial Planner (CFP). Rob has been in the industry for over 18 years and has experience in a broad range of investment and financial areas. He also has in depth knowledge and experience in compliance management.
Rob is married with three children. He enjoys skiing, bridge and pottering around in the garden with his children.
Rob is committed to building long-term relationships with his clients and providing them with professional and personalised financial advisory services.
Tim Brooks
Senior Adviser MEc, BAg.Sc, DF, SMSF Specialist Advisor
Tim has vast financial management experience gained during his tenure in the Australian Public Service. He served in the Departments of Foreign Affairs and Trade, Prime Minister and Cabinet and Environment. He has also served as an agricultural consultant with the Food and Agricultural Organisation of the United Nations. Tim is a member of the Self Managed Super Fund Professional's Association of Australia (SPAA) and was one of the first advisers in the A.C.T. to be accredited as a SMSF Specialist Adviser. His experience enables him to advise on superannuation and investment strategies for a wide range of clients.
Anjum Bhatia
Insurance Specialist B.Arts (Econ), MBA (Int'l Bus), Dip FS (FP)
Anjum has been involved in various aspects of finance industry for the past 6 years. She holds a Diploma of Financial Services (Financial Planning), Bachelor of Arts (Economics) and a Post Graduate Diploma (MBA) in International Business.
As an Authorised Representative of Godfrey Pembroke, Anjum offers personal insurance solutions to clients of McCorp Financial Planners. She gives our clients the opportunity to make informed decisions as to what needs to be insured, and which risks can be accepted, managed and minimised.
Her service includes advice and assistance on how you can meet your financial needs and life goals in the event you become sick, injured, or pass away prematurely. She can provide advice on Life, Total and Permanent Disability (TPD), Critical Illness, Income Protection, and Business Expense insurances.
Kristel Underwood
Practice and Client Services Manager Dip FS (FP)
Kristel is our practice manager. She assists the advisers with the preparation of client advice documents, manages the implementation of our recommendations and takes care of the day to day administration of our clients' portfolios. She also looks after the compliance side of the business. If you are ever unable to get in contact with your adviser, Kristel will be able to assist you with any query that you may have.
Kristel has been with our business since 2007 after gaining experience with Macquarie Bank working with financial plannign software. She completed her Diploma of Financial Services (Financial Planning) in 2009 and is currently studying her final year of a Bachelor of Business, majoring in Financial Planning.
She has a three year old daughter who keeps her very busy, and is also the proud loser of over 23 kilos.
Adele Bucknall
Administration assistant and Afternoon Receptionist
Adele is the most recent addition to our team, joining us in January 2011. She manages the reception area of an afternoon and also assists with administration and client service.