The People  - Profiles  

Todd is a Director of Strategic Financial Planning & Insurance and has been a Certified Financial Planner since 1998. Todd holds a Diploma of Financial Planning and was one of the first qualified financial planners in Tasmania, having over 18 years experience in the industry. He works closely with his clients to help them achieve both their financial and lifestyle goals.

Todd’s interests outside work include keeping fit, wind surfing, playing the guitar and following his beloved Brisbane Lions. Todd is married to Natalie and has two daughters, Emily and Sophie.

Tony is a director of TDT (Tas) Pty Ltd T/as Strategic Financial Planning & Insurance and has over ten years experience in the financial services industry.

Tony holds a Bachelor of Commerce and a Graduate Diploma in Financial Planning from the Securities Institute of Australia. He is also a member of the Financial Planning Association of Australia Limited and has recently gained his Certified Financial Planner status.

Being the father of three young boys, Tony’s interests centre around his family. He keeps fit at the gym and has had a past illustrious cricket career representing his State both locally and overseas.

David is a director of TDT (Tas) Pty Ltd T/as Strategic Financial Planning & Insurance and has worked in the financial services industry for 16 years. He has spent the last 8 years working at a corporate level for AMP Financial Planning across Tasmania and Victoria.  David completed his Diploma in Financial Services in 2004 and has recently finished his Advanced Diploma. David is also a member of the Financial Planning Assocation of Australia Limited.

David enjoys keeping fit and along with Todd, is a passionate supporter of the Brisbane Lions.  His passion for Brisbane stems from a brief AFL career playing with the Fitzroy Lions.  David has a son, Sam and is in the middle of  building a new house.

Simon has over 3 years experience in the financial services industry, and is a Financial Planner with Strategic Financial Planning & Insurance. Simon has a Bachelor of Economics, Advanced Diploma in Financial Services and is an Accredited Mortgage Consultant.

From Left: Laen Cowley, Ali Hayes and Cheryl Ormerod

Cheryl and Ali make up the Client Service component of our team together with Laen on Reception. They are able to provide you with any assistance you require. Their priority is the delivery of friendly and efficient service at all times. Should you have a query don't hesitate to contact them.

From Left: Sandy Kirk, Nicole Duggan

To enable timely delivery of quality advice Strategic has paraplanners available within our office. Our group consists of Nicole Duggan and Sandy Kirk. As assistants to the Financial Planners they undertake tertiary and industry study to ensure they are qualified to provide appropriate support.