Robert Beutum
Financial AdviserRobert is a Certified Financial Planner, has a Diploma in Financial Planning and is a qualified accountant.
Robert has almost 30 years experience as a financial adviser. It was Robert's vision and foresight that saw FTS Financial Planning commence business in 2005. Robert is also a Director of FTS Financial Planning. Robert helps people plan successfully for their long-term goals, build wealth, and manage life transitions (such as retirement or loss of employment). In particular, Robert has a special interest in assisting a variety of people including senior executives and retirees.
He also provides advice to many of Australia’s leading sports people and sees his role as a ‘financial coach’ assisting clients to reach their lifestyle objectives. Robert says he enjoys helping clients to achieve their dreams, and to understand that, like on the sporting arena, there is no quick way to reach their goals.
Robert has close links in the community and is a Director of a leading charity foundation.
Charles Read CFP
Financial AdviserCharles has worked with FTS Financial Planning since it’s inception in late 2005. Charles has over 15 years experience in financial planning industry and previously worked with Towers Perrin Financial Planning and PriceWaterhouseCoopers Financial Planning.
Charles is a Certified Financial Planner (CFP®) and a chartered accountant. He holds a Bachelor of Economics (Sydney University) with majors in Accounting and Tax.Charles has extensive experience in formulating and implementing strategies that provide tax efficient outcomes and assist client with achieving their objectives.
Charles has worked as an adviser in a variety of different market environments and has experience with a broad range of strategies, products and investment platforms.
Emma Duffey BA/Comm ADFS AFP
Financial AdviserEmma has been working in the Financial Planning Industry since 2006, and has been an Authorised Representative, advising clients since 2008. She joined FTS Financial Planning as a Planner in their Young office 2010.
Emma’s education background, is a Bachelor of Arts/Commerce from the University of New England in Armidale, she completed her Advanced Diploma of Financial Services and is an Associate Financial Planner® and member of the FPA.
More recently Emma has completed Self-Managed Super Fund Specialisation (2013) and Age Care Financial Planning Specialisation (2015). This is to assist clients in navigating through difficult rules and regulations placing family members in care. Emma is now in process of completing her Graduate Diploma of Financial Planning (started 2019).
Emma can further assist clients in retirement strategies, accumulating wealth, insurances, estate planning, succession planning and gearing.
Liz Holland
Client AdviserLiz has worked in the Financial Planning industry for over 15 years.
Liz has studied the Diploma of Financial Planning and her roles have included paraplanning, as well as client services and administration.
Prior to entering the Financial Services industry Liz was a Registered Nurse, specialising in peri- operative nursing, where she was a manager in the operating rooms of the Mater Hospital in Sydney.
Liz is an Authorised Representative of FTS and has been advising clients since 2016.
Daniel O'Connell
Daniel started with FTS in the Bondi Junction office in July of 2021, in his first role in the Financial Planning industry.
Daniel holds a Bachelors degree in Commerce where he majored in Economics and has recently completed a Masters degree in Financial Planning.
Daniel’s background is in the construction industry where he was a carpenter before joining FTS. On the weekends you will find Dan playing Sydney local AFL or surfing.
Alix Roderick
Client Liaison Officer & Personal AssistantAlix joined the Young FTS team in May 2016. Alix comes to FTS with over 4 years' experience in the banking industry.
Alix, originally from Canberra, moved to Young in 2014.
Alix brings her happy, smiling face to our Young office and a strong skillset to her varied roles as a Personal Assistant and Client Liaison Officer.
Ellie Anderson
Client Liaison Officer
Ellie joined the Young FTS team in May 2017 and brings previous Financial Planning experience in a client services role to our organisation. Ellie grew up in Harden, and moved to Young in 2017 with her family. Ellie has had a number of different administration and customer service roles and brings her approachable and bubbly personality to our Young office.
Ellie is currently completing a Bachelor of Business (Financial Planning) and enjoys the relationship building part of her current role, and always enjoys making our clients comfortable and welcome.
Jackie Sheridan
Jackie joined us in November 2018 after working in customer service with the Roads & Maritime Services for 38 years.
You will see her at the reception desk on Mondays and Tuesdays.
On her days off you might spot her out delivering meals on wheels, volunteering at the Cinema or on the golf course.
