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 20 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 former 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 is the FTS Practice Manager and 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.
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.
Joshua Wachner
Josh joined the Young FTS team in December 2022. Josh brings previous Financial Planning experience in a client service role after being with AMP Financial Planning in West Wyalong for over 4 years. Josh moved to Young in January 2021.
After a short stint at a local law firm, Josh decided it was time to get back in to the Financial Planning industry. He has aspirations of one day becoming an adviser.
In his spare time, Josh enjoys baking and attending motor racing events.
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.
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.
Alex Jimenez
Financial AdviserAlex is a Senior Financial Advisor. He has been in the industry since 2007. He provides high-quality financial advice to all his clients. He has worked for large organizations such as NAB & AMP.
Alex is delighted to have joined FTS Financial Planning and is looking forward to being able to provide advice to you. He will take the time to get to know you as a client. The first step is to understand your goals, aspirations and current financial situation. If you are seeking scoped financial advice on a single issue, he will ask just as much as is necessary to fulfil your objectives. However, if you want a detailed financial plan, he will conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.