Geoff is a Director of Newhaven Group Pty Ltd, Director of Newhaven Wealth Pty Ltd and serves as Responsible Manager of Newhaven Wealth’s Australian Financial Services License and Australian Credit License. He is a Director and Officer in Effective Control of Newhaven R.E Pty Ltd, Licensed Real Estate Agent.
Over the past 15 years Geoff has consulted to Financial Services and Accounting firms on strategic planning and business structuring. He has been a member and chair of compliance and investment committee’s for several Australian Funds Management companies and Financial Services licensees.
Geoff was the founder and Managing Director of the AFS group, a national network of planners in 1995. He also established a successful Masterfund investment business that grew to $550 million of Funds within 3 years. Geoff completed a Diploma of Financial Planning in 1990 and gained his CFP (Certified Financial Planner) status in 1995. He completed the Diploma of Company Directors course in 2002 and is also a Fellow of the Australian Institute of Company Directors.
Bruce is a qualified financial adviser and accountant with over 40 years’ experience.
Thirty years in public practice, with an emphasis on personal and business tax planning and compliance, business advice and superannuation, combined with an extensive financial planning practice, provide a broad and deep knowledge base.
Bruce has experience in government, corporate and international management and accounting arenas. This combines with a role as CEO to produce a unique skill set which he brings to every client experience.
Bruce holds a Diploma of Business (Accounting). He also holds the Diploma of Financial Planning, which is a recognised qualification for Financial Planning in Australia. He has operated as both a Financial Planner and Accountant for over 40 years providing comprehensive financial planning advice and strategies for clients.
Bruce is authorised to provide advice on all areas under the Newhaven Wealth licence. This covers securities, managed funds, superannuation including SMSF’s, bonds and insurances.
Bruce is a Registered Tax Practitioner and a Fellow of the National Tax & Accountants Association.
Jay Grant is a Director of Newhaven Group Pty Ltd and is Head of Business Strategy for Newhaven Wealth Pty Ltd.
Prior to joining Newhaven Group, Jay served as Head of Business Strategy, Financial Planning, Your Super Future and Corporate Partnerships with A Better Choice Financial Planning from July 2011 to June 2013. He had been Senior Partner at Hughes Kennedy Consulting, a wealth advisory and property consulting firm from 2005 to 2011. Prior to joining Hughes Kennedy Consulting Jay had been Sales Director at Investors Choice Wealth Solutions from 2003 to 2005.
Jay has extensive experience developed through a multitude of roles through the period 1995 to 2003 including; Government policy development and speech writing for senior NSW Government figures, consulting work with TCF Consulting and the TCFL Design & Research Centre and work with NGO’s including Migrant Resources Centres, The National Youth Initiative, the Rotary Youth Leadership Awards and the Australian Youth Forum.
Jay holds a Diploma of Financial Services, Financial Planning awarded in 2005.
Post Graduate Certificate in Accounting – UNE
Annette is an accountant with over 8 years’ experience in public practice.
Professionally, she enjoys the challenge of identifying and solving problems, listening to the needs of business people, and managing client’s taxation needs. She has experience with cloud based Xero, MYOB and Quickbooks accounting software.
Joseph is a qualified accountant building his career toward full recognition as a CPA.
He brings close on ten years’ experience in practical, hands on, accounting to the Newhaven Team.
Joseph’s broad skill set ranges from dealing with individuals through to taxation planning for complex corporate structures, including trusts and companies with multiple entities.
His career has included assisting clients in various industries, including real estate, construction, commercial property and entertainment.
He has proficiencies in a range of software including Xero, MYOB, Quickbooks and Reckon.
Zoran is Advisor Support and Client Relations Manager at Newhaven.
Zoran assists in Financial Planning, Superannuation, Land Acquisition, Special Projects, Property Development, Finance and Accounting. He works to create a reliable point of contact for each client to establish a strong client relationship with our firm.
Zoran has over 30 years’ experience in legal affairs including litigation, land titles matters, self-managed superannuation and financial advice.
Zoran is fluent in Hungarian and Serbian.