Meet our Adelaide team

The Adelaide office was established more than 16 years ago and has been a part of the Aware Investment Management Group team for almost three years. We provide financial advice to clients in Adelaide and Alice Springs.  The office is operated by three staff, including two certified financial planners (CFP) who have been in the industry for over 30 years. We have a strong relationship with our clients and pride ourselves on delivering a professional service.

CFP® and FPA Professional Practice - what do they mean? Our advisers are constantly furthering their knowledge and skills. Several of our advisers have been accredited as Certified Financial Planners® whilst others are working toward this highly regarded Mark. CFP® certification is the global symbol of excellence in financial planning. It is awarded by the Financial Planning Association of Australia (FPA) to individuals who have gone beyond the competency, ethics and professional standards of other FPA practitioner members. Each year CFP® Professionals must renew their right to use the Mark.

Our office has also been accredited as an FPA Professional Practice. By awarding this title, FPA recognises that Aware Investment Management Group is a financial planning practice people can trust. Only practices providing the highest quality financial advice in their community can use the title. To date there are just 30 FPA Professional Practices in Australia.

As a client, choosing CFP® professional and an FPA Professional Practice gives you confidence that the advice you receive will be of the highest standard. To find out more about the FPA's standards for membership, CFP® professionals and Professional Practices click here.

Katherine Adderley

Katharine Adderley, Senior Adviser and Authorised Representative
Katharine has been in the financial services industry for over 25 years and has been an Authorised Representative since 1996. She holds a Diploma of Financial Planning from Deakin University and is a CFP® professional. Find out more about why this is important for you by clicking here.
Geoff Crowe

Geoff Crowe, Senior Adviser and Authorised Representative
Geoff is a member of Self Managed Superannuation Professionals Association Limited (SPAA). He is also a CFP® professional. Find out more about why this is important for you by clicking here.

Geoff has been working in the financial services industry for more than 30 years and has held executive positions in banking and with a major South Australian credit union. His experience includes commercial and corporate lending, accounting and financial planning. He has been a practising financial planner since 1985.

Every year Money Management magazine recognises excellence in the financial planning industry with their State and National Financial Planner of the Year Awards. Geoff was awarded the Northern Territory Financial Planner of the year in 1992 and 1993. In 1994 he was named Australia's Financial Planner of the Year.
Amanda Gullickson

Amanda Gullickson, Client Services Officer
Amanda began working with Aware Investment Management group after completing a Bachelor of Communication. She looks after all of the administration, client enquiries and correspondence within the Adelaide office. She is the first point of contact for clients.

Amanda is completing her Diploma of Financial Services (Financial Planning) with the intention to specialise her skills within the financial services industry.
Professional Practice. Financial Planning Assoc. of Australia logo

LATEST NEWS

Italy's bond yields

With the third-largest government bond market in Europe and 167 billion euros in debt due to mature in 2012, Italy is considered “too big to fail”. 18 November 2011

A year in two halves.

With the first being economically more challenging than the second. And this should have an ultimate bearing on what the stock markets do. 19 January 2012

Global Panic: The Impact on Asset Classes

Global markets are in the middle of a painful process of registering lower growth expectations, and not on the brink of destruction. 24 August 2011

Same story keeps investors wary

Markets are still reacting with uncertainty to new Government measures 9 September 2011

Can a Lehmans happen again?

Could a large, systemically important bank fail in the current environment? To answer we need look at how the world has changed since September 2008. 27 September 2011

The Budget

The ‘tough’ budget as touted by the government is not so tough. We look at what has changed and what hasn’t and how it affects you. 11 May 2011

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Aware Investment Management Group
Unit 3 Milton Circle, 18 Kilroe Street Milton QLD 4064

Aware Investment Management Group is an
Authorised Representative of
NOW Financial Group Pty Ltd AFSL No. 411227