Hillross

Tailor-Made Financial Services
Est 2002
10/65 Princes Highway, Milton NSW 2539
We are committed to our clients in providing expert advice and local service. Our philosophy is to ensure we communicate with our clients in plain English and develop long-term relationships focusing on your personal and financial objectives. We offer flexible solutions based on your needs with a transparent fee structure including no hidden fees or commissions.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • CERTIFIED FINANCIAL PLANNER™
  • BACHELOR OF BUSINESS
  • MASTER OF APPLIED FINANCE
  • DIPLOMA FINANCIAL PLANNING
  • GRADUATE DIPLOMA OF APPLIED FINANCE
  • SMSF Association Member
  • FPA Member
  • FPA Professional Practice
  • Hillross Strategist Member

Areas of
Expertise

Aged care
Insurance
Retirement
Self Managed Super Fund
Superannuation

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Why Choose Us?

  •  Award winning business – recognised locally and nationally for our advice
  •  Experience – over 20 years in the financial markets industry
  •  Flexible investment solutions – based on your needs
  •  Local, friendly growing business – largely based on client referrals
  •  Network of professionals who we can work with to ensure optimal advice
  •  Personal Insurance – to protect your family’s lifestyle
  •  The Principal is a Self Managed Super Fund specialist – accredited with the SMSF Association
  •  Stability – the business is owned and operated by the Principal
  •  Technical expertise- access to the research and infrastructure of AMP
  •  Transparent fee for service structure – only pay for the services you require
  •  Active and proud supporters of local community organisations

Meet our team

Read More Ben black white pic to use
Ben Hatcher
Principal

I founded Tailor-Made Financial Services in 2002 with a strong desire to build a…

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John Broughton
Financial Advisor - Principal

John helps clients build and protect their wealth. His key areas of expertise…

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Carolyn Tomlinson
Financial Advisor – Risk Specialist

I help clients protect their wealth and my key areas of expertise are in personal…

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Roger Nee
Financial Controller
Involved since startup, I developed effective business strategies for accounting and…
Involved since startup, I developed effective business strategies for accounting and business systems.
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Julie pic for Website 2013
Julie Dadd
Office Manager
I joined the Team in March 2007. I am the first point of contact and work in…
I joined the Team in March 2007. I am the first point of contact and work in Administration.
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Dona black white for website March 2014
Dona Hayman
Paraplanner/Investment Administrator
I joined the team in March 2014 and have 16 years experience in the Finance Industry.
I joined the team in March 2014 and have 16 years experience in the Finance Industry.

Testimonials

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