We believe in the future. It's worth planning for.

Advisers

		Rhett May CFP Managing Director Rhett established Ebony Rose in 1985. As a Certified Financial Planner, Rhett has more than 27 years experience in the Corporate Superannuation and Financial Services Industry. Rhett has specialist skills in developing strategic solutions for wealth building and retirement planning. He also helps develop financial and succession strategies for businesses to protect against the financial pressures of a partner or key person becoming disabled or dying prematurely. A member of the Financial Planner’s Association, Rhett has been recognised with many industry awards over the years, including one by his peers in 1995 for ‘Integrity and Service to Clients and the Industry’.

		John Finnegan Financial Protection Adviser John is a Personal Super and Risk Insurance adviser who joined the insurance industry in 1981 and has been working for The Ebony Rose Group since 2001. John’s expertise is providing complete insurance packages for individuals who are self-employed, and family protection for parents. His success in the industry has been due to his extensive product knowledge and quality client service. He has been a member of AXA’s Top 12 Income Protection Specialist Advisers on a number of occasions and is currently responsible for providing service to existing Ebony Rose clients as well as introducing new clientele to the practice.

		Nirlep Kalra Nirlep joined The Ebony Rose Group in May 2011. Having previously worked at AXA Australia, Nirlep has a solid understanding and good operational knowledge of all financial products. Nirlep is passionate about financial markets and various financial instruments. Coupled with his experience in client relationships, strategy development and implementation, Nirlep assists our clients with Superannuation and Retirement planning, Risk management, Investment planning, Portfolio construction and review, and Debt management. Nirlep holds a Diploma in Financial Planning, and is currently pursuing the Advanced Diploma with a view to continue his studies in the Financial Services industry.

		Vishal Bakshi Financial Adviser Vishal is an authorised representative of AXA and has over 10 years of experience in the financial services industry. This includes stints with multinationals such as New York Life and AXA in Australia and overseas. Vishal has completed his Graduate Diploma in Management, Bachelor of Science, Advanced Diploma in Financial Services and is currently pursuing his Certified Financial Planner Program with the FPA. Vishal is passionate about assisting our clients in achieving financial independence by providing holistic advice, maintaining the highest level of technical knowledge and professional conduct as outlined in the FPA’s Code of Ethics.

		Bernardo Moyano Financial Planner Bernardo joined The Ebony Rose Group in 2009 and has over 15 years of experience in the financial planning industry, along with a further 10 years in banking and finance. Having worked for three major banks and run his own business, Bernardo prides himself in providing comprehensive financial advice, along with a strong customer service focus. Bernardo specialises in pre/post retirement strategies, Centrelink strategies, superannuation, investments, personal insurance and sound quality advice for individuals, families, small and medium business. Bernardo currently holds an Advance Diploma in Financial Planning.