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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SENIOR FINANCIAL PLANNERS

Darren Tomasini

GDipAppFin ADFP DFP JP

Senior Financial Planner

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Marissa Lyons

CFP® ADFP DFP

Senior Financial Planner

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SENIOR PARAPLANNER

Leslie Brown

BCom (FinPlan)

Senior Paraplanner

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ADMINISTRATION TEAM

Angela Laffey

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Marie Sargeant

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Annabelle Chapman

DipFP

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Kate Flintoff

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Sally Patch

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  • September update of latest COVID-19 initiatives.

    With the ending of a number of the original COVID-19 relief and stimulus initiatives, August and the beginning of September has seen the release of new plans to move into the post-September period. Links to these updates and changes are listed below.

  • Update of Superannuation contribution rules from July 1, 2020.

    The rules around Superannuation contribution change almost every year, so it is important that taxpayers know what these changes mean to them.

  • More than $31bn paid under early super release

    The government’s early super release scheme shows no signs of slowing down, with almost 90,000 release applications received by super funds in the first week of August and more than $700 million in payments made.

  • Your super fund, your choice

    Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.

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 likes collecting things – early 19th century antiques, vintage Swiss watches, old share and bond certificates (scripophily), vintage pens and mechanical pencils, primitive tribal carvings and bronzes and Victorian art glass – amongst other collectibles. When he can find the time, he also enjoys riding his two BMW motorcycles – one modern, one vintage.

Some professional milestones in Tony’s career have been:

Tony has spent a working lifetime dedicated to the advancement of Financial Planning from a commission-based industry, to an emerging profession, then to a true, recognised and respected fee-based profession where advice is always client-centric and provided solely in the client’s best interest. This is a world where the role of the Financial Planner is to be the central and trusted Principal Adviser, in the affairs of clients and their families.

Alan Baker

ALAN BAKER

Growth Financial Top Adviser

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 (then 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:

Darren Tomasini

DARREN TOMASINI
GDipAppFin ADFP DFP JP
Senior Financial Planner
darren@retirewell.com.au

Darren joined Tony’s team at Retirewell in May 2020 as a Senior Financial Planner. He has built an impressive array of experience and knowledge over his career since joining the profession in 2010. Most recently he has returned from working as an International Financial Adviser based in China as a Partner for global wealth management firm St James’s Place, which is headquartered in the United Kingdom. Whilst in China, Darren served on the Australian Chamber of Commerce’s Financial Services Committee for Shanghai. He holds a Graduate Diploma in Applied Finance with a major in Investment Analysis and will soon finish a Master of Applied Finance with a double major in Investment Analysis and Corporate Finance, both through Kaplan Professional Education.

Darren holds a Diploma of Financial Planning (including Margin Lending and Gearing Strategies) and an Advanced Diploma in Financial Planning, along with a Certificate IV in Finance & Mortgage Broking. He also holds a qualification for Tier 1 Foreign Exchange General Advice. He has been serving as a qualified Justice of the Peace since 2012 and also has served in the Australian Army Reserve as a Finance Clerk, conducted auditing and compliance for the Australian Defence Force. He plans to gain his Certified Financial Planner® qualification once his Master’s degree is completed.

Darren is a keen sports enthusiast, with a love for basketball, AFL, surfing, rugby union, rock climbing and sailing, and one day hopes to sail in the Sydney to Hobart Yacht Race and on the Mediterranean. Darren recently has become engaged and is looking forward to being married in 2021.

Marissa Lyons

MARISSA LYONS

CFP® ADFP DFP

Senior Financial Planner

marissa@retirewell.com.au

Marissa joined Alan's team at Retirewell in August 2020 as a Senior Financial Planner. Marissa is a Certified Financial Planner® who has been delivering strategic wealth advice for 20 years. She commenced her career in financial services in Sydney in 1997 and holds a Diploma of Financial Planning and an Advanced Diploma of Financial Planning. She is currently studying for a Graduate Diploma of Financial Planning.

Marissa has worked as a senior financial planner for various institutions such as NAB Financial Planning, NAB Private Wealth, ANZ Private, Commonwealth Financial Planning and Suncorp, as well as major stockbroking firm Ord Minnett, advising high net worth clients, small business owners, professionals and mum and dad investors, providing advice and solutions on pre and post-retirement planning, superannuation, self-managed super funds, investments, asset allocation, gearing and asset protection.

Her passion for helping clients is demonstrated through the long-term relationships she builds, along with the trust she instils and the ethical practices she upholds. During the course of her career in financial services, Marissa has written for The Australian Financial Review and was also the Queensland media representative for a large financial planning firm in Brisbane.

To challenge herself, Marissa learnt to fly a Cessna in 2016 - a passion she developed as a result of travelling throughout Africa over the past 13 years. Marissa has a love of nature and photography and travels with her partner and 8-year-old daughter as much as possible. During her trips to Africa she helped many small villages with food and much-needed school supplies. She is also an avid supporter of animal conservation and spent a couple of years volunteering at Australia Zoo on the Sunshine Coast.

Leslie Brown

LESLIE BROWN
BCom (FinPlan)
Senior Paraplanner
leslie@retirewell.com.au

Leslie Brown joined Retirewell in May 2020 as our first in-house senior paraplanner.

In 2018 he completed a Bachelor of Commerce degree, majoring in Financial Planning, at Griffith University.

He grew up in the small town of Hervey Bay where he enjoyed trips to Fraser Island most weekends, as well as sport, fishing and triathlon. He was fortunate enough to receive a sporting scholarship for cricket to complete Years 11 and 12 in Brisbane.

From this, he gained a cricket contract in the UK. He played county level cricket overseas for 13 years until returning to Australia to pursue his other passion, financial planning.

In 2017, he commenced work in a boutique financial planning firm in Brisbane, starting as a client service manager and soon becoming a paraplanner.

A significant personal milestone was his marriage in November 2019.

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 a Client Service Manager in January 2017 after working in the boutique financial planning sector in Brisbane for more than 9 years. Prior to this, she spent some time living in the United Kingdom working in the IT sector as an office systems specialist and database training consultant supporting high profile clients in the banking, legal accounting and public service sectors.

Marie has two children, who have now completed their university degrees in Business/Finance and Nursing. She enjoys reading, travelling, cooking and spending time with family and friends, both in Australia and the United Kingdom.

Annabelle Chapman

ANNABELLE CHAPMAN

DipFP

annabelle@retirewell.com.au

Annabelle Chapman joined Alan Baker’s team at Retirewell as Client Service Manager in 2018. Annabelle has over 9 years of experience in the financial services industry, with various roles in banking, insurance and financial planning.

She completed a Diploma of Financial Planning through Mentor Education in 2018 and is currently studying a Bachelor of Business and Commerce majoring in Finance through the University of Southern Queensland, with her graduation anticipated to be in June 2021. She then plans to study for a Certified Financial Planner® qualification.

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

Kate Flintoff

KATE FLINTOFF

Client Service Manager

kate@retirewell.com.au

Kate joined Tony’s team at Retirewell in March 2020 as a Client Service Manager. She has had extensive experience working in the financial planning industry and more specifically working with self-managed super funds. Prior to working in financial planning, Kate spent many years in the recruitment industry and has worked as a personal assistant within the mining, hospitality, banking and insurance sectors, both in London and Brisbane.

Kate is married and has two teenage children, plus her baby Cavoodle. The family loves to travel and ski and on the weekends you will find her on the trails of Mount Coot-tha. She also loves yoga and Pilates, cooking, reading and pottering at home with the family.

Sally Patch

SALLY PATCH

Administration Assistant

sally@retirewell.com.au

Sally joined Tony's team at Retirewell in June 2020 as an Administration Assistant. She is currently studying a Bachelor of Nursing at university, and has a passion for helping people. In her spare time, Sally enjoys reading, crochet, and spending time with friends and family.