Troy Furze

Senior Financial planner

I would like to introduce myself by giving you an insight into my background. I grew up in a small country town in the Upper Hunter Valley before moving to Sydney and commenced my working career. I initiated my financial planning career with AMP in 2007, starting an internship at Circular Quay Sydney CBD. This was quite a challenging time to be moving into the Finance industry during the Global Financial crisis however it did emphasis the need for financial advice in helping clients get through these challenging times. I now am the Managing Director of a successful Financial Planning practice at Liverpool in Sydney South West area where our priority is to ensure we help and support all our clients and families throughout their lives.

Richard Koh

Certified Financial Planner

As a financial planner, I am committed to providing dedicated service and help in building a secure financial future for my clients.

I speak Mandarin, Cantonese and other Chinese dialects. I’ve been a financial planner since 1998. I enjoy working with people who want to achieve financial success. I love golf and my family enjoys Australian outdoor life.

Geoff Plummer

Financial Planner

My passion and the desire to assist people through their financial obstacles led me to complete my formal qualification in General Insurance and Financial Planning having worked for one of Australia’s largest Institutional Wealth Management businesses.

Having now spent approximately 15 years in Insurance and Finance I have now found myself calling South West Sydney home. I have a focus on creating a long-lasting relationship with my clients, educating them along the way as I build a comfortable level of retirement for them and provide financial protection along the way.

Having a young son who occupies most of my weekend and there is nothing more important to me as a father than the need to protect and provide for my family. This passion extends towards my clients as I assist and provide non-biased advice that will suit their individual circumstance and help them meet their goals. If you would like to join me on the journey of financial success, providing for you and your family then call me today don’t leave yourself wondering in year to come.

Mary Vella

Executive assistant

I have been in the insurance industry for over 38 years. I worked for AMP for 9 years and then continued my career in the industry working with financial planners. I become an Authorised Representative in June 2013. I ceased my authorised representative status this year and will go back to focusing on running a successful office. You will always get friendly and helpful service with the added benefit of always dealing with the one person. Being able to help people achieve their dreams is my mission.

Alex Perez

Administration officer

Alex has been working in the Financial services industry for 5 years in an administration/new business role. She will be your first point of contact when calling our office most of the time. She is a asset to the business with a friendly and polite approach to all our clients. She strives to always ‘surprise and delight’ our clients with quality, speed and responsiveness to all you administration needs.