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OUR TEAM

Our team are highly qualified and experienced specialists with the know-how to advise, guide and manage
your financial life.

Beith, R ~ Photo for website v1 22 Mar 2

Financial Adviser

Robert Beith

Bachelor of Economics

Diploma of Financial Planning

A Certified Financial Planner®

Robert has over 30 years’ experience in the financial services industry including extensive experience as a certified financial adviser, in compliance and as a financial accountant. Robert combines this experience and his financial planning knowledge in providing sound advice to clients to achieve their financial, lifestyle and retirement objectives. 

 

Robert grew up in Dubbo, was educated in Sydney and has lived in Bungendore for nearly 30 years.  Married with three adult children, Rob enjoys bike riding (mountain with a bit of road riding), playing golf, following rugby, gardening, managing his paddocks and animals and visits to a little place on the NSW south coast.

 

Authorised Representative of Parker Wealth Management Pty Ltd (ASIC #00241841)

Financial Adviser

Scott Carle

Advanced Diploma of Financial Planning

Diploma of Financial Services (Financial Planning)

Tier 1 Margin Lending – Personal Advice

Accredited Listed Product Adviser Program

A Financial Planner AFP®

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Scott has over 33 years experience in the financial services industry, providing both holistic and specialised advice for clients with defined benefit schemes. Scott provides complex financial advice in a clear and easy to understand manner. Through the delivery of professional, well researched and transparent advice, he builds lasting trusted relationships and helps clients achieve their financial goals.

 

Scott grew up in country New South Wales and outside of work, enjoys bushwalking and travelling. He has a deep connection with the community, volunteering for a local homeless service in Canberra.

 

Authorised Representative of Parker Wealth Management Pty Ltd (ASIC #000423847)

Financial Adviser

Dyon Keil

Graduate Diploma of Financial Planning
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)

Diploma of Financial Markets

Financial Planner AFP ®

Dyon has over 13 years’ experience in the financial services industry. During this time, he has advised clients from a broad range of backgrounds, providing guidance through the complex superannuation and investment environments whilst tax effectively building their wealth.


He understands life is busy and many clients do not have either the time or the knowledge required to maximise their financial situation. 

 

Over the years, Dyon has found the essence to providing quality advice is having quality discussions with clients – understanding what they want and need to achieve financial security in their lifetime. He believes in a long-term view, maintaining trusted relationships and being a primary point of contact when legislative or personal circumstances change. In addition, he focusses on providing advice in easy-to-understand terms that are clear and concise. 

 

Dyon is originally from the Barossa Valley, which is where he discovered his enjoyment of a big, bold Barossa Shiraz. He is married with two sons, and enjoys family time, bushwalks and fishing.

Authorised Representative of Parker Wealth Management Pty Ltd (ASIC #001006910)

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Bhavna is a successful financial services professional with over 21 years of experience in the financial industry in Australia and in the UK. She has extensive experience in advising individuals and families on how to build, protect and manage their wealth.  

 

Bhavna is passionate about helping people to achieve their goals and aspirations. She prides herself in developing long term relationship with clients and always puts their interest first in providing tailored and holistic financial advice.

 

Bhavna is determined and deeply interested in what motivates people, and she collaborates with her clients to interpret their values and specific objectives.

In her spare time Bhavna often reads about the financial industry finding it ‘fascinating and complex’. It is important to her to keep abreast of legislative changes and to sharpen her knowledge within the industry so that she is fully equipped when meeting her clients.

 

She is a Fellow Chartered Financial Practitioner and a member of Financial Planning Association (FPA). She holds Advanced Diploma in of Financial Services and is a qualified Financial Adviser from the UK.  

 

She has been living and working as a Financial Adviser in Canberra since 2014. She supports the Stroke Foundation Australia and does volunteer work when she can. She enjoys bush walking and being with nature in her free time.  

 

Authorised Representative of Parker Wealth Management Pty Ltd (ASIC #001004204)

Bhavna Patel

Financial Adviser

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Fellow Chartered Financial Practitioner

Graduate Diploma of Financial Planning

Self Managed Superannuation Funds

Tier 1 Margin Lending - Personal Advice

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