OVERVIEW

We are committed to helping you realise your best possible financial future.

Our team is passionate about delivering a highly personalised service and has the knowledge and skills to guide you as we secure your wealth and carefully manage your financial risk and return.

Transparency is at the core of our values and you can trust that your best interests, along with those of the people you love, drive every single decision that we make. We are dedicated to efficiently managing your finances so that your time can be better spent on the more important things in life.

AFS Licence Number: 245627

OUR STORY

Northhaven Financial Management was originally founded to address an identified gap within the market – the need for a more personalised and holistic approach to financial management.

Our team, initially led by Grant Innis and Bill Bundey, recognised that clients needed to be certain the advice they received was in their best interests. This became the foundation of the philosophy that drives us today.

We were strengthened when Erin Lynes joined in 2005, with her role expanding to Director in 2016.

In 2015 our team was rebranded to Northhaven Private Wealth and later that year Anthony Fernandopulle joined us as Associate Client Adviser. Anthony has since successfully moved into a Senior Advisor role within the company and is a key member of the advisory and portfolio management teams.

The business fosters long term relationships built on trust and transparency, with four of our team members having worked together for over ten years.

We believe that stability is key when it comes to financial management. Our team provides a support network that clients can rely on to manage their finances, as if they were their own.

MEET OUR TEAM

GRANT INNIS – DIRECTOR

“As a family man with six children, I understand the need to secure your family’s financial future. My highest priority is earning your trust to provide you with the best financial advice, so you can enjoy life’s most precious moments.”

“I live an active life with my family and enjoy playing basketball, camping and taking part in charity events.”

In 2000 Grant became Director and part owner of what is now known as Northhaven Private Wealth.

Beginning his career in the financial services industry in 1988, Grant has over 25 years’ experience providing discretionary portfolio management, investment selection and macro strategy advice.

Grant has extensive experience in auditing, compliance and investment research, share registries, financial advisory, tax structures and retirement planning.

  • Bachelor of Business (Finance and Economics).
  • Diploma of Financial Planning.
  • Certified Financial Planner.
  • Member: Financial Services Institute of Australasia (FINSIA), Financial Planning Association of Australia (FPA), Self-Managed Super Fund Professionals Association of Australia (SPAA) and Economics Society Australia (ESA).

ERIN LYNES – DIRECTOR

“One of the most rewarding aspects of my job is seeing where I have been able to help clients work through a personal problem, support a family member in a time of need or take that holiday they have been dreaming of.”

“We become so close to our clients in all aspects of their lives that I consider many to be part of my extended family, and it’s truly a pleasure being a part of theirs.”

Erin has been a much valued member of the Northhaven team for almost 13 years.

She began her career in USA as a Product Manager for a large sports entertainment company and was involved in inventory management, human resources, and product design and distribution. Erin then relocated to Spain where she completed her Masters and worked as a Market Analyst.

Her extensive experience within multi-faceted bilingual roles makes Erin a valuable asset at Northhaven.

Erin specialises in building client relationships and developing and implementing financial strategies including Self-Managed Super Fund (SMSF) and superannuation strategies. She also continues to actively manage client portfolios.

  • Bachelor of International Business.
  • Bachelor of Spanish.
  • Master of Business Administration.
  • Diploma of Financial Services: Kaplan
  • Member: SMSF Association (SMSF Specialist Adviser)
  • Associate Member: FINSIA.

ANTHONY FERNANDOPULLE – ADVISER

“I am dedicated to guiding my clients to financial freedom and enjoy seeing how I have helped them along the way.”

“I spend my downtime relaxing with my wife and children, playing sport, listening to music and walking my dog, Drake.”

Anthony joined Northhaven in 2015, bringing with him over 10 years of experience within the financial services industry.

Beginning his career as part of the Asteron Life Group Insurance team, Anthony gained experience in re-rating policies, underwriting administration and policy updates.

Moving on to a role as a Paraplanner, he gained experience in SMSF administration and compliance, portfolio management, wealth accumulation, pre-retirement and retirement strategies and personal insurance.

  • Bachelor of Commerce (Accounting)
  • Advanced Diploma of Financial Services
  • Member: SMSF Association (SMSF Specialist Adviser)

JO VAN SAARLOOS – CLIENT SERVICES MANAGER

“I understand the complexities of making financial decisions and am accessible, here to guide you to ensure you understand the entire process.”

“I’m an avid All Blacks supporter but nothing beats the Australian way of life. I love being outdoors and spending time with my family and friends”

Jo has been a part of the Northhaven team for over 14 years, providing a high level of administrative and client services support.

She has over 24 years’ experience working within office management, with her career beginning in a public relations firm in New Zealand before moving into book-keeping and administration.

Jo’s extensive experience within financial management enables her to assist clients with general administrative tasks, as well as implement superannuation strategies, super fund requirements, corporate trustee compliance management, share transfers and establishing regular review meetings.

KAREN ZILM – CLIENT SERVICES MANAGER

“I like to ensure that our clients are fully informed about what is going on with their finances.”

“Out of work, I enjoy spending time with my family. During winter, I like nothing more than cheering on my favourite AFL team.”

Karen began working at Northhaven over 14 years ago, when she and her family moved to Sydney from Adelaide. During this time, she has developed a close relationship with both the advisers and their clients.

Karen has an extensive background in administration and client services for financial and insurance companies, including BUPA and MLC. She is proactive in her role as Client Services Manager.

As well as performing a range of general administrative duties, it’s Karen’s responsibility to implement strategies and recommendations for clients, initiate portfolio set-ups and fulfill super fund requirements. She also handles corporate trustees and estate management.

KIRSTY MASON – CLIENT SERVICES MANAGER

“It’s extremely important to me that every single client feels completely comfortable with how their finances are being managed.”

“Outside of work I love going to the beach or on holidays with my husband and kids. If I’m catching up with friends, nothing beats a day of movies, high tea and shopping.”

Kirsty joined Northhaven in 2014 and has quickly become a valuable member of the team.

She assists clients with a range of matters such as scheduling and processing payments, portfolio set up and management, implementing superannuation strategies, and co-ordinating regular portfolio review meetings with advisers.

SHEROL ESBER – CLIENT SERVICES MANAGER

“The best thing about my role is that I get to interact with different people every day. No two days are the same.”

“When I’m not at work, I love trying out new restaurants and going away for weekends with my husband.”

Sherol began with Northhaven in 2013, bringing with her over 17 years of experience in financial administration.

Sherol assists in the collation and distribution of quarterly and annual reports and has a strong understanding of financial concepts.

DONNA MCKELL – ADMINISTRATION & REPORTING MANAGER

“It is really important to me that clients come first and that we provide a service to them that is second to none.”
“When I am not at work I love spending time with my family and my grandchildren.”

Donna joined Northhaven in 2018, bringing with her over 30 years’ experience in the Financial Services sector.

CLIENT TESTIMONIALS

The happiness of our clients is what drives us here at Northhaven. We place huge importance on the feedback we receive as it guides us in continuing to strengthen our personal service. We also believe that you should be fully informed before making any important life decision. In light of this, we’ve asked some of our loyal clients to reflect on their financial journey with us.
“Inevitably we have seen some highs and some lows in the financial market, but despite this we have always come away from our meetings with the feeling that Northhaven have taken every action they could to safeguard our interests, both in the short and long term.”- Client since 1994
“My wife and I have been clients of Northhaven since its inception and we have always appreciated the manner in which our requirements have been understood, addressed, and managed. There has been a clear understanding of our goals and personal circumstances and Northhaven have always given us good advice, communicated in a confident and timely manner.”- Client since 1990
“We are very comfortable with the service that Northhaven provides because it is personal. You get to know the whole team and everybody is fully aware of your needs and circumstances. The best way to describe it is, it’s like going to see your family GP or having a personal trainer that you can trust and understands your wants and needs. Northhaven does that for us, helping us manage our super fund.”- Client since 2002
“Northhaven has been managing our portfolio since 2007. The professionalism, courtesy, confidentiality and great investment strategies have allowed us to enjoy our retirement without worry. Communication from the whole team is excellent and our portfolio is healthy. We genuinely recommend Northhaven.”- Client since 2007
“I have been a client of Northhaven for 25 years now. They have always been very professional and have responded quickly with advice and information when my circumstances have changed. Naturally, I have recommended Northhaven to friends over the years and I look forward to my continuing association with them in the future.”- Client since 1990