Graham Slip, as a Sub-Authorised Representative of Blue Chip Wealth Management Pty Ltd, can give financial planning advice and is also accredited by SMSF Association as a ‘Self Managed Super Fund Specialist Advisor’.
Graham has enjoyed working in the financial services profession for more than 25 years. He has completed studies in financial planning and risk insurance. His many clients have learnt to trust in his skills and knowledge of wealth creation, debt reduction, wealth management and wealth protection strategies. You will love the way Graham describes complex financial concepts in easy to understand ways.
Graham is committed to The Banking and Finance Oath (BFO) – a pledge that individuals working in the banking and finance industry might agree to adopt and apply as personal principles in their work. Graham believes in these principles, and the ethical conduct to which he maintains in his business. These are outlined as follows:
Trust is the foundation of my profession
I will serve all interests in good faith
I will compete with honour
I will pursue my ends with ethical restraint
I will create a sustainable future
I will help create a more just society
I will speak out against wrongdoing and support others who do the same
I will accept responsibility for my actions
My word is my bond
David, along with his father Brian McSweeney is a Principal of McSweeney CA (Consulting Accountants), tax, audit and business accountancy practice at Chatswood, NSW.
McSweeney CA has formed a partnership with Blue Chip Wealth Management Pty Ltd/ Graham Slip because they understand the relationship between a sound financial plan, good structuring and asset protection, taxation advice, estate planning, long term wealth creation, and exceptional client servicing.
David, as a Sub-Authorised Representative of Blue Chip Wealth Management Pty Ltd, is authorised to give advice limited to self managed superannuation funds (SMSF).
David is an Associate of Chartered Accountants Australia + New Zealand and Fellow of The Tax Institute and is a Licenced Real Estate Agent, specialising in superannuation and real property transactions.
David advises clients in areas of business structuring and asset protection, taxation strategies and accounting advice, overseeing compliance programs, and helping clients achieve their long term retirement goals. He is a master at communicating complex matters in a way that is easily understood.
Before joining McSweeney CA he worked as a client manager in the legal sector of Unisearch at the University of NSW and has also held management positions within the tourism and hospitality industry.
David has a Masters Degree in Accounting and holds a Certificate in Japanese Linguistics. He has a strong sense of service delivery, people skills and a focus on marketing and business development.
He enjoys spending time with his beautiful family, and has interests in photography, motorcycles, mechanics and information technology.
Qualifications & Memberships
See more at: http://www.mcsweeneyca.com.auContact us
Phil is a Fellow of the Australian and New Zealand Institute of Insurance and Finance and is an Associate of the National Insurance Brokers Association (NIBA) College.
Phil is the Principal of Scorer Insurance Group and has over 35 years’ experience in the insurance industry.
He has had a multitude of roles, including working for a direct insurer as part of their Retail Executive Team. In this role, Phil was responsible for managing several Insurance, Claims and Travel departments. Phil then began his career as an Insurance Broker, including many years as an Account Manager with a large international broker. With extensive experience in insurance, as well as passion for client service, Phil has the expertise and knowledge to assist you with your insurance needs.
Scorer Insurance Group (AFSL: 344 648) is an Authorised Representative of PSC Connect, which are an integral part of the PSC Insurance Group, one of the largest privately owned insurance brokers in Australia. The PSC Insurance Group has over 300 staff with experience across a broad range of insurance risk products and industries. The Group manages over $350m in premiums on behalf of 50,000 plus clients.Contact us
Anthea McIntrye is Director and Principal Lawyer at McIntyre Legal Pty Ltd. Anthea has been practising as a lawyer for over 15 years.
Anthea’s main area of interest and specialisation is estate planning for families including:
Before opening McIntyre Legal Pty Ltd, Anthea was a Senior Associate for over 8 years at Australia’s top tier law firm, Herbert Smith Freehills, and a Senior Advisor and Lawyer for over 2 years at the Australian Institute of Company Directors.
Anthea holds a Bachelor of Laws degree with First Class Honours, a Bachelor of Arts degree (majoring in Psychology) and is in the process of completing a Masters of Applied Law specialising in Wills & Estates, where she has been awarded High Distinctions.
Anthea is also a wife and a mother to two beautiful daughters.
Qualifications & Memberships
Admitted as a Solicitor in the Supreme Court of New South Wales, Federal Court of Australia and High Court of Australia
Member of the Law Society of New South Wales
Masters of Applied Law (Wills & Estates) – due to be completed in 2017
Bachelor of Laws (First Class Honours)
Bachelor of Arts (Psychology)