- Financial Planning Association Members AFP
- Cancer Council Pro-Bono advice
- Dubbo Business Chamber Members
- Association of Financial Planners - Fellow Chartered Financial Planner
- Adv Dip of FP
- MFAA Member
- Bachelor of Accounting/Finance
We provide professional wealth management to individuals, families and businesses, by way of personalised or group appointments.
We work with you to design and implement practical strategies to achieve both your short and long-term financial and lifestyle goals. You will experience our team’s combined knowledge to be substantial, with robust systems in place to ensure you get great advice, which in turn, achieves great results.
We recognise that due to changing personal situations as well as changing government legislation, it is vital to regularly review your financial goals, needs and objectives. Our review service offering can assist in the all important ongoing management of your financial plan.
Meet our team
Senior Strategist / Principal
With over 30 yrs of financial-related experience Grant has built a strong reputation…
With over 30 yrs of financial-related experience Grant has built a strong reputation with his clients in providing high quality financial advice, assisting them to build, protect & manage their financial position. He enables them to accumulate strong wealth portfolios, ensuring their continued Financial Freedom right through working/business life and into retirement years. Grant's idea of Financial Freedom is TIME. Time…to make soccer training, netball games, musical performances, school athletics carnivals, family holidays, & time…to achieve ‘my’ personal goals and aspirations along life’s journey.
Senior Financial Advisor
Kate has extensive experience of more than a decade as a qualified Financial adviser…
Kate has extensive experience of more than a decade as a qualified Financial adviser assisting her clients achieve their goals in Central and North West areas of NSW. Kate holds a Bachelor of Business (Finance) as well as Advanced Diploma in Financial Planning. My idea of Financial Freedom is to have great work/life BALANCE, allowing me to spend irreplaceable time with my two boys and my family.
Leonie’s role can be summarised as contribution & support to the overall…
Leonie’s role can be summarised as contribution & support to the overall Hillross Dubbo team. She is able to assist you with the co-ordination of a Group booking appointment/seminar and is the person to speak to for any community involvement, advertising, branding or promotional opportunities. My Idea of Financial Freedom is to put four Children through tertiary education
With a wealth of knowledge stemming from 18 yrs in the Financial Services Industry,…
With a wealth of knowledge stemming from 18 yrs in the Financial Services Industry, and being an Advisor himself, Josh enjoys the challenges of clearly documenting the thoughts, ideas and strategies of the Advisors in an easy to understand format for clients’ overall clarity of their full financial position. This allows for goals & aspirations to be simplified & visually identified for maximum potential for achievement. My idea of Financial Freedom is the ability to TAKE TIME OUT from urban life, & find interesting places to explore within our extraordinary country & beyond.
Rachael has over 20 yrs experience in Financial Services and works with Grant &…
Rachael has over 20 yrs experience in Financial Services and works with Grant & Leonie on making sure the business is strong and successful in all areas. Her focus is on policies, procedures, compliance, business future direction to name a few. Rachael’s role ensure clients are provided with the absolute best advice and service available in the Financial Planning Industry. My idea of Financial Freedom is CHOICE. Choice to give my children experiences in life that will enrich them beyond their standard education, & choice for me to ‘give’ to my community.
Client Services & Advisor Support Officer
With over 14yrs experience in the Financial Planning Industry & having completed…
With over 14yrs experience in the Financial Planning Industry & having completed her Diploma of Financial Planning, Jan is well equipped to handle & process all of our clients’ requirements on a daily basis. She has a vital role within our office to provide quality & value-added support to our Advisors & Specialist Managers located in the Dubbo office. My idea of Financial Freedom is overseas travel
Client Services & Administration Officer
A country girl at heart, from the very beginning of joining our team, Tracey’s…
A country girl at heart, from the very beginning of joining our team, Tracey’s primary focus is to provide a smooth implementation process of all client applications giving them the upmost priority & accuracy they deserve. She will ensure your enquiries will be handled in an efficient & timely manner, striving to impress you with outstanding customer service. My idea of Financial Freedom is spending time with my son and family on our family farm.
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