Our Team

Meet the team at Retirewell Financial Planning Brisbane



PRINCIPALS

Tony Gillett

CFP® FPA Fellow CDec

Director

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Alan Baker

MCom(FinPlan) CFP® DipFP SSA CDec

Associate Director

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Sean Litchfield

DipFS DipFP Adv DFS FChFP AFP® AIMM CDec

Associate Director

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SUPPORT STAFF

Angela Laffey

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Marie Sargeant

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Annabelle Chapman

DipFP

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  • SMSFs attract younger members

    Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.

  • Heed restrictions on downsizer contributions

    Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.

  • Access to more resources and tools than most websites.

    We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *

  • Valuations key to avoiding NALI restrictions

    SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a related-party transaction and is not professionally valued, according to a leading SMSF law firm.

Read more latest Financial Planning news articles

General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Tony Gillett

A. D. (TONY) GILLETT

CFP® FPA Fellow CDec

Director

tony@retirewell.com.au

Tony Gillett is the founder, Managing Director and Principal of Retirewell Financial Planning Pty Ltd. Tony is a Certified Financial Planner and a Fellow of the Financial Planning Association (FPA), having been a practising financial planner since 1980. He is regarded as a highly experienced and senior financial planning practitioner. His professional career has closely followed the growth and development of financial planning in Australia as a profession, through his close association over three decades with the Financial Planning Association of Australia and its predecessor bodies, having held many senior roles (including Board Member of the inaugural FPA Board) at both State and National levels as both a practitioner and a licensee.

Tony is married with one adult daughter. He enjoys occasional overseas travel with his family, and collecting things – antiques, vintage Swiss watches, old share and bond certificates (scripophily), vintage pens and mechanical pencils and restoring and riding a vintage BMW motorcycle.

Details of professional milestones in Tony’s career:

Alan Baker

ALAN BAKER

MCom(FinPlan) CFP® DipFP SSA CDec

Associate Director

alan@retirewell.com.au

An Associate Director of the practice, Alan is a Certified Financial Planner® (the Financial Planning Association’s highest professional designation) and has completed the Diploma of Financial Planning through Deakin University and a Master of Commerce (Financial Planning) degree with Distinction through the University of Western Sydney. Alan has been a financial planner since 1985, having previously worked at Prudential-Bache Securities (the world’s fourth largest stockbroker) and KPMG Financial Services (a division of the world’s then largest accounting firm) before joining Retirewell early in 1997. Prior to finding his niche as a financial planner, Alan was a financial journalist.

Alan is married with four adult children. He serves in the community as a state committee member of the Australian Family Association and teaches marriage and parenting courses with his wife for their church. He enjoys occasional overseas travel with his family, following sports such as basketball and rugby league and spending time with his three grandchildren.

Details of professional milestones in Alan’s career:

Sean Litchfield

SEAN LITCHFIELD

DipFS DipFP Adv DFS FChFP AFP® AIMM CDec

Associate Director

sean@retirewell.com.au

An Associate Director of the practice, Sean is a Fellow Certified Chartered Financial Practitioner of the Association of Financial Advisers and is an Associate member of the Financial Planning Association. He has completed a Diploma of Financial Services, Diploma of Financial Planning, Advanced Diploma of Financial Services and several industry specific qualifications. He has been a financial adviser for 24 years.

Sean studied Political Science thorough Oxford University. He is a keen martial arts practitioner of the Krav Maga style, which is an Israeli style of Self defense, and is a world champion dragon boat paddler.

Details of professional milestones in Sean’s career:

Ben Keep

BEN KEEP

Adv Dip FP AFP®

ben@retirewell.com.au

Ben joined Retirewell as an Associate Adviser and Paraplanner in October 2015. He holds an Advanced Diploma of Financial Planning, along with some additional industry specific qualifications. He is studying a Master of Applied Finance degree and has also commenced the Certified Financial Planner® designation program. Ben has over 10 years of experience in the finance industry, with several previous roles in banking and financial planning.

Ben is married with two children. He and his wife are keen rugby league followers, with Ben recently having retired after being a life-long player of the game. Ben now enjoys time spent with his family and friends, is a keen social golfer and enjoys watching his favourite sports, particularly rugby league, football (soccer) and horse racing.

Angela Laffey

ANGELA LAFFEY

angie@retirewell.com.au

Angie has been with Retirewell since 1998, working as Tony’s personal assistant and practice manager. She is the person who makes sure everything in the office is running smoothly.

Angie is a mother of two adult children. She enjoys spending time with family and friends, as well as cooking and exercising her dog.

Marie Sargeant

MARIE SARGEANT

marie@retirewell.com.au

Marie joined Tony Gillett’s team at Retirewell as Client Service Manager in January 2017 after working in the financial planning sector for more than 9 years. Prior to this, she spent some time living in the United Kingdom and working in the IT sector as a database training consultant before returning to Australia to start a family.

Marie has two children, both of whom are now at university. She enjoys reading, travelling and baking sweet things to share with family and friends.

Annabelle Chapman

ANNABELLE CHAPMAN

DipFP

annabelle@retirewell.com.au

Annabelle Chapman recently joined Alan Baker’s team as Client Service Manager at Retirewell. Annabelle has over 7 years of experience in the finance industry, with different roles in banking and insurance. She has her Diploma of Financial Planning and is currently studying a Bachelor of Business and Commerce majoring in Finance, with her graduation anticipated to be in June 2020.

Annabelle has a cherished pet, a cat named Leila. She enjoys playing online games, and cooking when she is not busy with study.