CFP, F FIN, Grad Dip FP Director
What the clients say: “have always found him to be an ethical, caring and considerate adviser.”
Corin is a personal financial coach. He does his best work for individuals, couples and their families who don’t have the time, knowledge or inclination to look after their own money.
He creates accountability, discipline and a strategic plan to help them make better decisions, giving them peace of mind, improving their quality of life and, most importantly, do what they want to do in life that’s more important to them than money.
Following careers in sports marketing and banking and finance, Corin commenced in the financial planning industry in 1997. For more than 15 years Corin has been providing financial coaching, mentoring and advice and has been a Director and General Manager of one of Australia’s largest boutique financial planning firms. He also adjudicates on the Financial Ombudsman Service, Investments, Life Insurance and Superannuation Panel as an Industry Representative. Corin’s qualifications include being a Fellow of FINSIA and has been a Certified Financial Planner for many years.
DIP FS (FP) Financial Planner
What the clients say:
“Melinda is kind and has an empathetic nature while showing efficiency in whatever she does”
Melinda has been working in the financial planning industry since 2010 while bringing with her invaluable skills from her previous roles including; bookkeeping, customer service, office management, and raising a family.
Melinda’s major areas of focus in financial planning include; wealth accumulation and investment planning, retirement planning, superannuation, wealth protection, Centrelink and Aged Care advice.
Due to her natural affinity for assisting others in a compassionate way her focus has progressed resulting in Melinda focusing and being recognised as an Aged Care advice Specialist.
Financial Planning Assistant
I am currently a Financial Planning Assistant here at Priority1, with the ultimate goal of becoming a financial adviser. I’ve worked in the financial services industry for over ten years, starting in early 2007 as an administrative assistant with Priority1. Over the years I continued to study and gain significant experience on the job, resulting in the completion of my Diploma in Financial Planning in 2009. In early 2010 I left Priority1 for the ‘big smoke’ to get a different perspective on the industry and to gain further experience, telling myself I’d stick it out for at least a year to figure out where I fit in the financial world. After 15 months I could firmly conclude that this less personal world of finance wasn’t for me, and was lucky enough to be offered a position back at Priority1.
Client Services Manager
Tanya has worked in the Financial Planning industry since 2014. Prior to that, Tanya held roles as an Administration Manager and in customer service, giving her the skills and ability to perform her role at Priority1 as a Client Service Manager. Tanya is client focused and committed to the success of our clients and the team.
You will have regular contact with Tanya, from booking appointments through to the implementation of your financial plans and portfolio management. Tanya is an integral part of the team to ensure the smooth and successful implementation of client work and research.
Tanya commenced at Priority1 recently after relocating with her family back to Melbourne from Port Macquarie. Tanya enjoys getting outdoors, playing basketball and spending quality time with her family and fur babies.
Client Services Manager
Lee-Anne has spent some 30 years working within the Financial Planning and Accounting space.
In that time, she has worked for small and large accounting practices in various administration roles and as a senior administrator for financial planning practices.
Lee-Anne’s position with Priority1 gives her the ability to apply her skillset in implementing and maintaining client’s investment and supporting her team in all administrative matters.
Her downtime revolves around her fur babies, swimming and cycling.
Philippa’s focus at Priority1 is to ensure the business operates completely independently. She wants both the clients and staff to be proud that they are part of something that is hard to find in this industry.
The part of her job Philippa loves most is meeting and talking to people. Philippa believes it is important for everybody to have a level of financial literacy so they can easily make their way through life but to enjoy all of the other stuff. One aspect of her role is to help Priority1 make connections in the community through education and support programs.
Personally, Philippa enjoys being active in the community and loves gardening.