CALL US:
Founded in Tasmania 1986, we are a dedicated Team, efficient and experienced in understanding the needs of clients who come from different backgrounds and all walks of life. We are committed to delivering financial confidence to our clients, backed by first-hand knowledge and experience, helping our clients realise their financial potential and goals through our professional advice and services.
Our dream, Financials Co., was established in February 2017, as a new trading entity professionally progressing on from the original company in 1985.
ADVISERS
DAVID WATERBOARD - CEO/FINANCIAL ADVISER
David has been in the financial industry for 19 years, 11 years of which he has been an adviser. David originally left university with two qualifications, a Bachelors degree in Business Management - Human Resourcing, and a Diploma of Banking & Finance.
After completing university, David worked in different human resource roles and gained experience in Finance Managing roles & Business Development Manager for a major phone telco. Personally David enjoys time with family & traveling whenever possible. He has a weakness for technology and a love of food. Whenever possible David likes to be part of the community helping out those who need it the most. [David Waterboard FSG Adviser Profile, pdf]
TIM TABLEHUES – FINANCIAL ADVISER
Tim has been in the Financial Services Industry as a chartered accountant since 1994. With an extensive accountancy and taxation background, dealing with deceased estates and an interest in investments and superannuation he has a wealth of knowledge to draw upon complementing his academic qualifications - Bachelor of Business, ICAANZ membership, Diploma of Financial Planning.
A long association with local sport as a volleyball and football player Tim is a multiple premiership player with Launceston Volleyball Club (selected in the One Day Team of the Century), is a life member, and a treasurer for 13 years. His involvement in sport continues with his children now heavily involved in sports. Tim on occasions finds time to enjoy a very temporary return to his background of a chief lifestyle. [Tim Tablehues FSG Adviser Profile, pdf]
ADMINISTRATION
TRACEY KETANG – PRACTICE MANAGER
Tracey has been involved in the Financial Services Industry for over 22 years in administration and adviser roles, following a career as a caring and dedicated Primary School Teacher.
Tracey plays an important role at Financials Co. in the management of the practice, implementation of business procedures, staffing and administration.
Tracey really enjoys traveling, especially coastal, and seeing her children and grandchildren.
MISCELLE SATONEOS – OFFICE MANAGER
Before working with Financials Co., Michelle was employed with the Commonwealth Bank where she performed varied roles such as Financial Health Check accreditation, Customer Support and Focus, Financial Services level 3, and Personal Lending. With this knowledge and skill-set, Michelle is a good-fit for the Financial Planning Industry.
Michelle is very family orientated and loves the outdoor life. Michelle is Tasmanian born and has travelled extensively throughout Australia and overseas, and is always up for a bit of adventure.
© Financials CO. - All Rights Reserved | terms & conditions | privacy | disclaimer | complaints
Trading as FINANCIALS Co. is a Corporate Authorised Representative , Number (1393501) of The Klonckers Exchange Pty Ltd ABN 66 117 699 134 AFSL/ACL 278937
