- 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. “My 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
Being born & bred in Narromine, and therefore considered ‘local’ to the Dubbo…
Being born & bred in Narromine, and therefore considered ‘local’ to the Dubbo area, Kate has formed a strong bond for this community & a deep connection to the people in it. Through this level of understanding she proactively seeks opportunities to provide sound advice to those who really need it & who can benefit from it in ‘real’, yet practical terms. “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”.
Executive / Office Manager
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 & is the person to speak to for any community involvement, advertising, branding or promotional opportunities. “My idea of Financial Freedom is FLEXIBILITY. Flexibility to allocate where & how I spend my day. The ideal work/life balance on a daily basis”.
Paraplanner & Operations Manager
Rachael has over 20 yrs experience in Financial Services & works with Grant &…
Rachael has over 20 yrs experience in Financial Services & 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 & 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 the ability to spend QUALITY TIME with my immediate & extended family members….& a little ‘sight seeing’ with friends thrown in for good measure”.
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 has been to provide a smooth implementation process for all client applications; giving them the utmost priority and accuracy they deserve. She will ensure your enquiries will be handled in an efficient and timely manner, striving to impress you with outstanding customer service. "My idea of Financial Freedom is the luxury of having OPTIONS. Options give many choices that can also be utilised in later years by my son."
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