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chris-willatonChris has been working in the wealth management industry since 1987, beginning his career with stockbroking firm McCaughan Dyson. He has since worked with Prudential Bache Securities, ANZ, and most recently with Citigroup as a Vice President in the Private Client Group. He has extensive experience in managing investment portfolios and trading strategies over Australian and international equities and associated derivative products, in addition to providing broader investment solutions.

 

Chris has RG146 industry accreditation, has extensive experience in advising on options and other derivative products, and has obtained US Series 7 qualifications. He has a Bachelor of Arts from Monash University and a Masters Degree in International Business from the University of Melbourne

luke-broxtonLuke has been in the financial services industry since 1998. He has worked in a number of different administration and management roles across some large Australian Superannuation Funds.

 

He has worked as a Financial Planner since 2006 and has thouroughly enjoyed helping his clients meet their goals and objectives. He has provided holistic advice to his clients over this time to ensure that they receive the most appropriate strategies and solutions.

 

Luke holds an Advanced Diploma of Financial Services (Financial Planning) through Kaplan education and has RG146 accreditation. He is a member of the Financial Planning Association of Australia.

anthony-kapetanovicAnthony has been providing personalised advice to affluent clients since 1995. He develops a detailed understanding of client’s objectives and tailors strategic solutions. Anthony’s main areas of expertise are centered on the strategy requirements of Superannuation (including self managed), Corporate Superannuation Plans, Retirement Income Streams, Corporate Structuring and Wealth Creation.

 

Anthony is a CERTIFIED FINANCIAL PLANNER, or CFP practitioner, and holds a Diploma of Financial Planning from Deakin University. He has been accredited as a SELF MANAGED SUPER FUND SPECIALIST, or SSA with the Self Managed Super Funds Association of Australia. Anthony is also a member of the Financial Planning Association of Australia Limited.

mark-ducretMark has been a Certified Practicing Accountant for over 30 years in various roles in Industry and the Profession. He has worked for Collins Financial Planning since 2006 and is the Responsible Manager for Collins Financial Planning (AFSL 227250). Marks accounting background ensures that the advice that he provides is strategic, tax effective and takes into account all aspects of a client’s situation. His areas of expertise include:

 

  • Asset Protection, Risk Management & Insurances;
  • Wealth Creation Strategies;
  • Retirement and estate planning;
  • Asset allocation;
  • Business Risk Management;
  • Negative gearing strategies;
  • Superannuation, Self-Managed Superannuation Funds & Tax Planning; and
  • Funding your Retirement whilst Maximising Social Security Benefits.

 

Mark holds a Bachelor of Business (Accounting), Diploma of Financial Planning and is a Registered Tax Agent in the provision of AFSL.

michael-hollowoodMichael is a partner of Collins & Co and is the Managing Partner of the firm. He joined Collins & Co in 1983 and became a partner of the firm in 1986.

 

Michael has more than 35 years experience advising small to medium sized businesses across Victoria, with a strong emphasis on family owned businesses. He specializes in taxation and business advice, assisting businesses with their strategic business decisions and growth plans.

Find us: 127 Paisley Street, Footscray VIC 3011 map...      Call us: 03 9680 1000      Email us: here...