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© 2023 Hindsight Wealth | Hindsight Group Pty Ltd – ABN 88 168 442 528 – t/a Hindsight Wealth – ABN 13 085 335 397 & AFSL 534466
Daniel Jones
Director & Adviser
A proud founding partner of Hindsight Wealth, Daniel has more than 20 years’ experience in the financial services industry. As a qualified financial adviser he specialises in advising on superannuation, investments and insurance. For Dan, being an adviser means he can teach his clients first-hand that saving, investing and protecting your money is actually quite straightforward. He delivers quality advice while keeping things simple – and says that uncomplicated financial advice is the ultimate planning solution. He believes his clients are part of his extended family and likes nothing more than seeing their financial successes. Daniel has also recently been appointed to the Board of Directors of the Dolphins NRL, Queensland newest inclusion to the National Rugby League.
Liam Price
Director & Adviser
Liam has been in the financial services profession since 2007, after transitioning from his previous role as a practising radiation therapist. His career change arose from his wish to help people become financially secure – as he’s seen first-hand the devastating result of what happens when someone who is not prepared becomes sick or loses a loved one. As a founding partner of Hindsight Wealth, Liam enjoys doing everything he can to find the best financial strategies for his clients, from young families to pre-retirees. Liam whole-heartedly believes in the importance of financial security and ensuring his clients understand their financial position, growth and achievements.
Andrew O’Brien
Adviser
Andrew is a specialist financial adviser for those working in the resources and mining sector, having traded his site boots for a career in financial advisory after working as a project manager for more than eight years. He has first-hand knowledge of the highs and lows of the industry. Andrew says the resource industry is unique and as such those that work in it have an exclusive way of life – and one in which employees make more sacrifices than most. He helps executives, professionals, drillers, geologists and safety advisors take their personal finances, investments and importantly, lifestyle, where they want to go. An advocate for the one-size-doesn’t-fit-all approach, Andrew tailors his personalised service to each client. Andrew’s services span superannuation consolidation, investment strategy, retirement planning, personal insurance, life insurance, income protection and more.
Clinton Edwards
Adviser
Clinton enjoys all facets of financial planning with his focus on client relationships. Clinton’s approach to financial planning is to work with his clients to educate and walk them through every step of the financial planning process. This ensures they feel well-informed when preparing for financial security and enables their long-term goals to be achieved. Prior to joining the Hindsight team Clinton was in the Australian Army and Australian Border Force. These roles more than prepared him for his succeeding role as a financial planner – laying the foundation for him to appreciate the significance of honesty, discipline and teamwork.
Stephen Bratby
Adviser
With more than a decade’s experience in financial planning, Stephen provides specialised advice to both individual and business clients. He uses his expertise to work in partnership with his clients to help them achieve financial security and manage their wealth. Relationship-driven, Stephen is committed to building long-term connections and does this by providing professional advice and personal service. His financial planning experience is bolstered by a business degree.
Kristy Lambert
Adviser
With more than 13 years’ experience in the financial services industry, Kristy believes that financial security is essential to a happy home. She likes to educate and empower her clients when implementing their financial plans. As a mum-of-three Kristy has a passion for helping other parents protect themselves and their families from the financial devastation of an unexpected illness or accident. Along with being a huge advocate for quality insurance, Kristy specialises in superannuation, investment and retirement planning strategies.
Toby McKay
Adviser
Toby believes in hard work and holistic financial advice and prefers his clients spend their spare time enjoying the things they love rather than worrying about their financial future. From savings to debt reduction to super and income protection, Toby prides himself on simplifying all aspects of financial planning for his clients, presenting a variety of options and communicating in simple terms. Toby believes that financial advice changes throughout the stages of life, so having a qualified financial adviser keeping track of your best interests maybe one of the best decisions you’ll ever make. Toby’s experience coupled with his tertiary qualifications in financial planning make him a highly sought-after adviser and asset to the Hindsight team.
Brittany Olsen
Practice Manager
Brittany is a client-focused practice manager whose finely tuned business management and administrative skills see Hindsight’s office running smoothly and efficiently every day. Having worked at Hindsight since 2017, Brittany has a unique understanding of Hindsight’s client and adviser needs. A true people-person, Brittany’s dynamic and enthusiastic approach to managing Hindsight’s office makes her the ultimate practice manager.
Jennifer Feeney
Assistant to Kristy Lambert
Solutions focused Jennifer is the ideal assistant to Kristy Lambert and a wonderful addition to the Hindsight team. As a parent and ex-lifeguard, Jennifer has a distinctive and empathetic approach to client support with demonstrated expertise in client care. A fast learner and highly adept at managing multiple projects, Jennifer delivers outstanding results for Hindsight’s clients time and again.
Jessica Curtain
Assistant to Daniel Jones
With more than 14 years’ experience working in the financial services industry, Jessica is a highly skilled assistant with demonstrated achievements as a business development manager and business support officer. She has specialist experience in the investment, superannuation and life insurance market. Her well-developed research and critical analysis skills combined with her attention to detail enable her to innately and immediately understand a client’s needs. She believes that good relationship management is paramount to success.
Amy Nicholls
Assistant to Liam Price
Amy is a well-rounded client services leader with proven experience as an expert executive assistant in the financial services industry. She has highly developed interpersonal and time management skills, and her passion for providing critical solutions for Hindsight’s clients is second-to-none. Amy enjoys establishing long lasting relationships with Hindsight’s clients and seeing their financial growth and achievements. Her ability to provide exceptional support coupled with her forward-thinking approach to client management makes her a highly valued member of the Hindsight team.
Rebecca Braid
Assistant to Clinton Edwards
Rebecca has a background in financial planning with a particular interest in risk management and wealth protection. Rebecca’s experience working as a wealth protection risk adviser for more than six years perfectly places her in the role of financial assistant. Her exemplary communication and business management skills were gleaned spending four years offering freelance writing services. Priding herself on her ability to provide exceptional customer service skills, Rebecca has a passion for people and enjoys working with Hindsight’s clients to ensure they receive the highest level of client care and advice.
