People
Darren Conway
Director - B.Business, Dip Financial PlanningDarren is a director and shareholder of Finserve Private Clients. He holds a Bachelor of Business (University of Technology) and a Diploma in Financial Planning (Financial Planning Association). With 7 years experience in the financial planning industry, Darren has built expertise in the areas of risk insurance advice and corporate benefits. Darren is also a member of the Australian Financial …
Mark Finn
Director - B. Economics (ACCG), ANZIIF (Fellow), A.S.A, Q.P.I.B., Dip. Financial Services (Ins. Broking), CIPMark is the Managing Director of Finn Foster and Associates, an equity owner in Finserve Private Clients. Mark holds a Bachelor of Economics from Macquarie University and is a Fellow of the Australia New Zealand Insurance Institute. He is also an Associate of the Australian Society of Certified Practicing Accountants. Mark is a designated Qualified Practicing Insurance Broker with the National …
Kevin Whelpton
Director - Dip. Financial Services. (Ins. Broking), Q.P.I.B.Kevin is a Director of Finn Foster and Associates, an equity owner in Finserve Private Clients. Kevin is a Qualified Practicing Insurance Broker with the National Insurance Brokers Association and holds a Diploma in Financial Services (Insurance Broking). Kevin has been in the Insurance Industry for 47 years, 43 years as a Broker. Since 1971 Kevin has been a principal, owning & operating his …
Edward Bassingthwaighte
Financial Advisor - Dip. Financial PlanningEd joined the financial planning industry in 2000 after working in Real Estate for 2 years and studying Property at The University of Western Sydney (Hawkesbury Ag). He holds a Diploma in Financial Planning and is a member of the Association of Financial Advisers. Prior to joining Finserve, Ed worked with MLC for 8 years where he spent 5 to 6 of those years educating and helping advisers deliver …
Greg Blumenthal
Finance Broker - B.Commerce, CA, MFAA A FINGreg is a director and shareholder of our finance broking division - Finserve Finance. He holds a Bachelor of Commerce and is a qualified Chartered Accountant. He is also a full member of the Mortgage and Finance Association of Australia (MFAA) and holds a Graduate Certificate in Financial Planning through the Financial Services Institute of Australia. Greg commenced his career with KPMG’s …
Albert Kuris
Practice Manager - Dip. Financial Services (Financial Planning), JP of NSWHaving studied Aeronautical Engineering, Albert decided on a career change in financial services. Albert has completed a Diploma of Financial Services majoring in Financial Planning with Kaplan Professional, Albert’s career spans 7 years in personal and commercial insurance, sales, and underwriting administration. Albert brings with him an assertive and …
Kylie McMaster
Receptionist/Administration Assistant -Kylie is our fearless receptionist and provides administrative support to our advisers. When visiting our office, clients are greeted with a warm smile and the best cappuccino in Sydney. Kylie loves spending the weekends pottering around her garden and is a very accomplished baker.