With over 110 years of combined experience you can rest assured that our advisers are dedicated to your financial success. Speak to our expert team today!
Financial Adviser – Bondi Junction Office
Robert is a Certified Financial Planner CFP®, and has a Diploma in Financial Planning. Robert has almost 40 years’ experience as a financial adviser. It was Robert's vision and foresight that saw FTS Financial Planning commence business in 2005. Robert is also a Director of FTS Financial Planning. Robert helps his clients plan successfully for their long-term goals, build wealth, and manage life transitions (such as retirement or loss of employment). In particular, Robert has a special interest in assisting a variety of people including senior executives and retirees. He also provides intergenerational advice to many families and sees his role as a ‘financial coach’ assisting clients to reach their lifestyle and financial objectives. Robert says he enjoys helping clients to achieve their dreams and goals. View Financial Services Guide
Financial Adviser – Young Office
Emma is a Financial Adviser and has been working in the Financial Planning Industry since 2006 and has been an Authorised Representative, advising clients since 2008. She joined FTS Financial Planning as a Planner in their Young office 2010. Emma has completed numerous degrees including a Bachelor of Arts/Commerce, an Advanced Diploma of Financial Services, Self-Managed Super Fund Specialisation (2013) and Aged Care Financial Planning Specialisation (2015). Emma is also an Associate Financial Planner® and member of the FAAA. Emma can further assist clients in retirement strategies, accumulating wealth, insurances, estate planning, succession planning and gearing. View Financial Services Guide
Alex is a Senior Financial Adviser who joined FTS in September 2022. Alex has been in the industry since 2007 and provides high-quality financial advice to all his clients. Alex has worked for large organisations including NAB and AMP. Alex is looking forward to being able to provide advice to you. Alex will take the time to get to know you as a client with the first step being to understand your goals, aspirations and current financial situation. If you are seeking scoped financial advice on a single issue, Alex will ask just as much as is necessary to fulfil your objectives. However, if you want a detailed financial plan, Alex will conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities. View Financial Services Guide
Charles 'Charlie' has worked with FTS Financial Planning since its inception in late 2005. Charlie has over 25 years’ experience in the financial planning industry and previously worked with Towers Perrin Financial Planning and Price Waterhouse Coopers Financial Planning. Charlie is a Certified Financial Planner (CFP®), a member of the FAAA, and a former chartered accountant. Charlie holds a Bachelor of Economics with majors in Accounting and Tax. Charlie has extensive experience in formulating and implementing strategies that provide tax efficient outcomes and assist clients with achieving their goals and objectives. Charlie has worked as an adviser in a variety of different market environments and has experience with a broad range of strategies, products, and investment platforms. View Financial Services Guide
Reception – Young Office
Genevieve, better known as Gen, joined the team in September 2025. She has 6 years' experience in the Financial Planning industry with her main role in administration. Gen is in charge of a number of administrative tasks, including making appointments for clients, compiling client reports and documents as well as implementing client instructions. You can find her at the front desk in Young. Outside her family Gen is devoted to her horses.
Office Manager– Young Office
Josh joined the Young FTS team in December 2022. Josh brings previous Financial Planning experience in a client service role after being with AMP Financial Planning in West Wyalong for over 4 years. After a short stint at a local law firm, Josh decided it was time to get back into the Financial Planning industry. Josh can assist you with appointments, client reporting and preparing advice documents..
Administration – Young Office
Leeanne joins the FTS team in 2025 to assist in client support services. She has a Bachelor of Business – majoring in accounting and comes with over 10 years' experience as an administrative manager. Leeanne assists with appointments, client reporting and implementing client instructions. She enjoys spending time with her two daughters, reading, playing board games and going for long beach walks.
Leigh joined the Young FTS team in February 2025. Leigh brings us her experience in a Superannuation client service role after being with Mercer Administration Services in Wollongong for over 17 years. Leigh can assist you with a number of administrative tasks, including making appointments for clients, compiling client reports and documents as well as implementing client instructions. Leigh works part-time and you can see her at the front desk in Young.
