- 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
- 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…
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”.
Client Services & Advisor support officer
Joining our Hillross family with over 15yrs experience in Administration, Management…
Joining our Hillross family with over 15yrs experience in Administration, Management and Support roles, Stacey 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 family through camping and exploring Australia’s biggest back yard ”.
Client services & Administration officer
A devoted mother of three amazing little humans, Kellie is a high achieving…
A devoted mother of three amazing little humans, Kellie is a high achieving people-orientated person. Kellie’s primary focus is to provide a smooth implementation process for both clients and the Hillross team alike. She will ensure your enquiries will be handled in an efficient & timely manner, striving to impress you always with outstanding customer service. “My idea of Financial Freedom is the OPTIONS of travel to experience new places and cultures, finding beauty & peace in nature, and creating a life of adventures for my loved ones”.
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