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The Financial Advisers Team

Peter Blackett CFP® – Director

Peter is a Director and leads our Financial Advising team. He has more than 20 years experience in providing financial advisory services to clients in the Illawarra. Prior to joining the DRB Group, Peter held senior financial advising positions with a major Building Society. Peter is a Certified Financial Planner (CFP™) and is dedicated to building a strong rapport with both his clients and their professional service providers. Further to this, Peter also has substantial experience in accounting and focuses on developing client strategies that encompass lifestyle needs and are financially and tax effective.

Helen Wilson - Paraplanner

Helen has over 20 years experience in the Financial Services Industry, with 14 of those being in Financial Advising. Helen joined DRB Financial Advisers in 2007 and brings a wealth of technical experience to her role of Paraplanner. Helen works closely with our Financial Advisers in preparing Statement of Advice documents, financial modelling and other client related financial planning documents.

Melissa Boland - Client Services Officer

Melissa assists in the day to day running of the Financial Advising Team and has over 10 years experience in the Financial Services industry. She is responsible for handling client enquiries, advice implementation and assisting Senior Financial Adviser Peter Blackett. Melissa is also currently completing her Diploma of Financial Planning.

Celia Barila – Client Services Officer

During her 16 years with the DRB Group Celia has amassed financial and commercial skills that enable her to take a comprehensive approach with clients.  A background in Accounting allows her to take a holistic approach to financial planning, paying special attention to individual client needs. Celia completed her Bachelor of Commerce degree at the University of Wollongong majoring in Accounting and Finance, her CPA Program and more recently a Diploma of Financial Planning.  Celia has Portuguese as a second language.

Nicole Parker - Client Services Officer

Nicole plays an important role in our Financial Advising division as she is responsible for liaising with current clients and providing administrative support to Peter.

Michelle Monkman - Client Services Officer

Michelle's primary responsibility is liaising with Risk insurance clients and providing administrative support. 

 

 

The difference

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