Garry Morris
CFP, MAppFin,
CA Financial Planning Specialist
Principal
Garry Morris is the
Principal of Affinity Financial Services with over 30 years finance
experience. His work experience is varied and includes roles in
financial planning, funds management, investment banking as well as tax
and accounting. Garry also lectures on finance related subjects at the
Macquarie University.
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Academic achievements include:
Chartered
Accountant - Financial Planning Specialist
Certified Financial Planner
Master of Applied Finance, Macquarie University
Through various professional memberships, Garry keeps up to date on
industry-related issues that may impact on our clients' financial
well-being. Garry is committed to meeting the highest standard of
professional conduct as outlined in the FPA's Code of Ethics.
Garry
undertakes continual training to enhance his skills in producing
financial solutions that achieve our clients' individual needs in an
ever-changing environment.
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Greg Bridge
CFP, Dip
FP, B.Bus
Financial Adviser & Strategist
Greg Bridge as an
Associate of Affinity Financial Services has over 10 years experience in
financial services and business advising. His work experience is varied,
and includes roles in financial planning, and financial and management
accounting.
Academic achievements include: |
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Certified Financial Planner
Bachelor of Business (Economics/Law)
As a member of the Financial Planning Association (FPA), Greg keeps up
to date on industry-related issues which may impact on our clients
wellbeing. Greg is committed to meeting the highest standard of
professional conduct as outlined in the FTA's Code of Ethics.
Greg
undertakes continual training to enhance his skills in providing
financial solutions that achieve our clients' individual needs and goals
in an ever-changing environment.
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Tracie Sharpe
Dip FS (FP), Adv Dip Accounting
Tracie Sharpe has joined Affinity Financial Services as a Financial
Adviser. Tracie has five years experience in the Financial Services
Industry and 15 years experience in the Accounting Industry. Tracie’s
previous roles include, paraplanning , financial accounting, banking and
taxation.
Academic achievements include:
Advanced Diploma of
Accounting
Diploma of Financial Services (Financial Planning) and is currently
completing the Advanced Diploma of Financial Services.
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Tracie
undertakes continual training to enhance her skills in producing
financial solutions that achieve our clients' individual needs in an
ever-changing environment. Tracie keeps up to date on industry-related
issues which may impact on our clients wellbeing. Tracie is committed to
meeting the highest standard of professional conduct as outlined in the
FTA's Code of Ethics.
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Tina Morris
Administration Manager
Looking after internal
management. |
