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 PLANNER

Darren Tomasini

GDipAppFin ADFP DFP JP

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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  • Covid-19 resources

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​ If you have any questions, or require further assistance, please send us an email or phone.​

  • Related-party property development concerns — Part 1

    In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

  • The value of financial advice

    A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.

  • A super catch-up plan

    It's a number that can only be described as mindboggling: $400 million a day.

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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

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 a vast 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 hoping to be married in 2021.

Details of professional milestones in Darren’s career:

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
Kate Flintoff
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.