ROB BARKLA
Managing Director, Senior Advisor Grad Dip FP, Dip FP, AFA
Rob has been in the financial services industry since 1999. Having initially worked as a senior adviser with a national advisory group Rob went on to run his own boutique practice before merging with Southern Cross Financial in 2009 and then restructuring the group to form Edge Wealth in 2021.
His role is to provide highly specialised personal financial planning advice relevant to the needs of his clients both on an individual or corporate level. This includes the development of appropriate strategies and investment structures to provide tax efficient income and real capital growth over the long term.
Rob has an in depth knowledge of the personal insurance space and also specialises in retirement planning strategies which includes dealing with the complexities associated with superannuation, taxation and Centrelink.
He constantly strives to achieve the best of his clients and prides himself on maintaining close contact with them. This ensures his advice remains appropriate at the time of implementation and into the future.
He holds a Graduate Diploma of Financial Planning, is a member of the Association of Financial Advisers and is a registered Tax (Financial) Adviser.
BRETT HAMMOND
Senior Advisor / Risk Specialist B.Bus, Dip FP, AIOFP
Brett has been a specialist in the area of Personal Risk Insurance since 1999. Being a specialist means that each client receives specific advice on the required levels, the best providers and structures tailored to each client.
While the industry has changed much over the last decade the principles of good insurance knowledge are the same. Brett strives to not only serve his clients to meet their needs but also to educate clients so they understand what has been put in place and to fully appreciate the financial cover they have in place.
From inception to regular reviews, Brett ensures you get the best rates from the best providers in the market, are assisted in all applications, and if you need to claim, he's there to help facilitate the forms and liaise with claims departments.
Brett holds a Bachelor of Business, Diploma of Financial Services and is a member of the Independently Owned Financial Planners (AIOFP)
LORRAINE MASCIANTONIO
Officer Manager / Personal Assistant
Lorraine has over 20 years experience in the financial planning space, in a Client Service Manager role, and several more years' office management experience in mortgage and personal lending.
Lorraine's wealth of knowledge in the financial services and personal insurance industry means that she can usually assist with queries or provide information without you even needing to contact your adviser. This can make it much more efficient for you when you are trying to contact our office.
Lorraine manages the administration of the office and is a first contact for our valued clients.