Adrian Pollock
Practice Principal
I've been helping clients invest, grow and protect their wealth for over 15 years, and provide a professional service within a comfortable environment to ensure that a focus on client priorities and personal/financial goals is created.
We focus on the needs and priorities of clients, whilst working within an evolving financial services industry, and coupled with ever changing investment markets, taxation law and retirement legislation, the need for competent and capable advice has never been greater.
Our areas of advice are broad and whether you are a young professional, a couple with a family, approaching retirement or retired, we can provide tailored advice and move you towards a more secure future.
CFP® - Certified Financial Planner
BBgFin – Bachelor of Business, Banking & Finance
DipFP – Diploma of Financial Planning
We focus on the needs and priorities of clients, whilst working within an evolving financial services industry, and coupled with ever changing investment markets, taxation law and retirement legislation, the need for competent and capable advice has never been greater.
Our areas of advice are broad and whether you are a young professional, a couple with a family, approaching retirement or retired, we can provide tailored advice and move you towards a more secure future.
Qualifications
MFinPlan – Masters of Financial PlanningCFP® - Certified Financial Planner
BBgFin – Bachelor of Business, Banking & Finance
DipFP – Diploma of Financial Planning
Andrew Gardner
Financial Adviser
I started advising in 2007 just before the start of the Global Financial Crisis. It was a challenging time for clients but also highlighted the crucial role that a financial adviser can play when things appear to be at their worst. We have experienced all sorts of market conditions since then but the importance of ongoing discussions to ensure that clients are meeting their goals, and that their financial strategy is best supporting their lifestyle, has always been at the forefront of what we do.
We are a small, committed team of advisers who place our clients’ needs first and ensure that their strategies put them and their families in a better position. We believe that obtaining financial advice can make a meaningful difference in our clients’ lives – whether they are thinking about finishing up with work, supporting lifestyle and travel goals in retirement, or taking steps to provide stability for their family if life takes an unexpected turn.
BComm Advt&Mktg – Bachelor of Communication
AdvDipFP – Advanced Diploma Financial Planning
We are a small, committed team of advisers who place our clients’ needs first and ensure that their strategies put them and their families in a better position. We believe that obtaining financial advice can make a meaningful difference in our clients’ lives – whether they are thinking about finishing up with work, supporting lifestyle and travel goals in retirement, or taking steps to provide stability for their family if life takes an unexpected turn.
Qualifications
BAppEc – Bachelor of Applied EconomicsBComm Advt&Mktg – Bachelor of Communication
AdvDipFP – Advanced Diploma Financial Planning
Cathy Kayess
Financial Adviser
With over five years of experience in financial advising, I aim to be a trusted guide for clients who are seeking to secure their family’s future. My approach is to understand each clients’ unique situation and align financial strategies with their personal and financial goals. I want to make advice easier to understand and increase my clients’ knowledge during the advice process. Seeing clients achieve their financial stability and support their lifestyle ambitions is what I enjoy about being an adviser.
My background in client relationship roles has led me to be approachable and responsive to client contact. I love to hear about clients’ travel goals, especially anything involving being near water, as when I’m not in the office, I’ll be in a local swimming pool or on a beach. I look forward to continuing the professional and friendly collaboration that clients experience with our team.
BBus – Bachelor of Business (Business Administration)
My background in client relationship roles has led me to be approachable and responsive to client contact. I love to hear about clients’ travel goals, especially anything involving being near water, as when I’m not in the office, I’ll be in a local swimming pool or on a beach. I look forward to continuing the professional and friendly collaboration that clients experience with our team.
Qualifications
GradDipFP – Graduate Diploma of Financial PlanningBBus – Bachelor of Business (Business Administration)
Zebidiah Thomas
Administrative Assistant
I am a driven and energetic individual who is passionate about helping people to improve their personal and financial wellbeing.
My career in financial planning started as a client support officer focused in maintaining and developing client relationships. In this position I was able to see firsthand the impact and change advice can have on the quality of someone’s life.
I enjoy seeing how financial advice can positively impact people’s lives and am determined to progress my career in the financial advice industry, with intentions to ultimately become a financial adviser.
My career in financial planning started as a client support officer focused in maintaining and developing client relationships. In this position I was able to see firsthand the impact and change advice can have on the quality of someone’s life.
I enjoy seeing how financial advice can positively impact people’s lives and am determined to progress my career in the financial advice industry, with intentions to ultimately become a financial adviser.
Kara Rigg
Administrative Assistant
Since 2012 I have worked within the financial services industry assisting clients with their financial wellbeing and both their short- and long-term goals, predominantly through retail and commercial banking applications. During this time, I have had extensive experience in saving, lending, and insurance products.
My passion is providing a seamless service experience, building trust and nurturing relationships. I am excited to assist the experienced team of financial advisers at Pollock Financial Planning with achieving great client outcomes, by balancing their lifestyle and financial goals.
My passion is providing a seamless service experience, building trust and nurturing relationships. I am excited to assist the experienced team of financial advisers at Pollock Financial Planning with achieving great client outcomes, by balancing their lifestyle and financial goals.