Our Team

I have worked in the Financial Planning arena since 1998 having held various roles within major institutions including CUA and AXA before starting Hillman Morgan in 2003. As the Managing Director of Hillman Morgan, I feel extremely lucky to be able to lead a talented team of Financial Planners and Lending Specialists who are dedicated to helping clients achieve their version of financial freedom.

I have been both a Financial Planner since 2003 and Mortgage Broker since 2001. Prior to this I was a self-employed registered builder, then worked in the public sector assisting local governments with organisational planning and strategic development.

I have worked in a variety of roles in the banking and financial services industry for over 40 years. I started my career with Westpac Bank in 1977 where I spend 25 years working in various branches throughout Queensland. My last seven years with the company were in Toowoomba as branch manager. I have been a mortgage broker since 2002.

I became a financial planner in 2003 and since then I have been working alongside individuals, couples and families to keep their financial health on track and work towards their short and long-term goals, while maintaining lifestyle and financial freedom.

I commenced working in the banking and financial services industry in 1980. Throughout the years I held a variety of positions that fostered a passion for helping clients grow and protect their wealth. This lead me to completing my Diploma of Financial Services and starting my career as a financial planner in 2006.

I believe the value of working with a Financial Planner lies in the holistic nature of the service and building an ongoing working relationship.