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

ERIN LYNES – DIRECTOR

Experience

Erin was educated in the United States and joined the financial services industry in Australia in 2005.

Erin’s career began in the United States as a Product Manager for a large sports entertainment company, where she was involved in inventory management, product design and distribution and human resource management. She gained invaluable international experience while working in Spain as a market analyst for a multinational engineering firm.

Erin’s role at Northhaven has evolved over the past twenty years to Private Client Adviser, including forming key relationships with clients, strategy and recommendation development and implementation and private client advice. Erin was made Director in July 2016.

Outside of Northhaven, Erin loves to spend time with her family and friends, cooking and travelling, as often as she can.

Qualifications

  • Bachelor of International Business: University of Scranton, Pennsylvania, USA
  • Bachelor of Spanish: University of Scranton, Pennsylvania, USA
  • Master of International Business Administration: Foro Europeo, Pamplona, Spain
  • Diploma of Financial Services: Kaplan Professional

Professional Bodies

  • Self-Managed Super Fund Professionals Association of Australia (Specialist Member)
  • FINSIA (Associate Member)

GRANT INNIS – DIRECTOR

Experience

Grant joined the financial services industry in 1988 and has been advising clients since. His involvement with the owners of Northhaven and Financial Planning goes back to 1993. In 2000, he was made a director of Northhaven.

Grant’s primary responsibilities at Northhaven are the management of discretionary portfolios and overarching responsibility for investment selection and macro strategy within the team. He has been managing discretionary accounts for clients since 1995.

Grant’s extensive experience in the finance industry includes audit, compliance and investment research and advice with stockbrokers, share registries and financial advisory firms. He currently specialises in portfolio management, tax structures and retirement planning. He has lectured various subjects ranging from investments to tax and superannuation for several Australian financial education institutions. He also spent two years as a representative of Macquarie Bank’s technical services team, providing strategic advice and training for financial planners across Australia.

Grant is a father of six children. He likes to be active and enjoys cycling and bushwalking. He enjoys the great outdoors, frequenting many outer Sydney camping grounds with his family and friends in warmer months and exploring national parks and wilderness areas throughout the year.

Qualifications

  • Bachelor of Business (Finance & Economics)
  • Diploma of Financial Planning
  • Senior Associate FINSIA

Professional Bodies

  • Financial Services Institute of Australasia (FlNSIA)
  • Self-Managed Super Fund Professionals Association of Australia (SMSFA)
  • Economics Society of Australia (ESA)

ANTHONY FERNANDOPULLE – ADVISER

Experience

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.

Since starting his role as an Associate Adviser, Tony has grown into the role of Private Client Adviser and takes great pride in the work done, building rapport with clients as well as adding value to individual client needs.

Anthony spends his downtime relaxing with his children and wife, working out at the gym, listening to music, and walking his dog.

Qualifications

  • Bachelor of Commerce (Accounting).
  • Advanced Diploma of Financial

ALKA BELANI – TECHNICAL SPECIALIST

Details coming soon.

CLIENT SERVICES TEAM

  • Karen Zilm
  • Kirsty Mason
  • Benedicta Fatai
  • Daniel McLachlan

OPERATIONS TEAM

  • Magdalena Joye – Operations Manager & CSM
  • Taryn Dignum – Reporting & Compliance Manager
  • Olga Feledi – Admin Assistant

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