Angela started working at XPAL in 2005 as an Administration Assistant and is now a Personal Assistant to the directors of XPAL Planning, Malcolm Godfrey and Keith Brenner. She is currently studying her Diploma of Financial Services. Angela enjoys the friendly and professional working environment at XPAL and helping the team to deliver the best possible service for the clients.

Robyn has worked with XPAL Planning Pty Ltd as a Financial Planner/Compliance Officer since 2001. 

Prior to joining XPAL, Robyn was employed with the Commonwealth Bank for 16 years, 5 years of which were spent in the head office in Sydney as an Advice Assurance Specialist. 

Robyn holds a Diploma of Financial Services (Financial Planning) and has recently completed her Advanced Diploma in Financial Services.  She also holds a Certificate in Self Managed Superannuation Funds.

 

Kevin has been a financial planner with XPAL since 2001.  Prior to that he worked with CBA Financial Services and has been involved in the Banking and Finance industry for 30 years.  He is a Certified Financial Planner with a Diploma in Financial Planning and a Certificate in Financial Markets from the Securities Institute of Australia.  Kevin is a member of the Financial Planning Association of Australia, the Finance Sector Union and the Hawthorn Football Club.

Kevin enjoys being able to provide positive outcomes for his clients balanced with the flexibility to enjoy leisure time with his family.

Sheree is a member of the Financial Planning Team and joined XPAL Planning in November 2009. Sheree has been in the Financial Planning Industry since January 2001 and has completed the Diploma and Advanced Diploma in Financial Services (Financial Planning). Her role primarily involves assisting financial advisers with the preparation of Statement of Advice documents and development of technical financial strategies for clients.

"Working with XPAL has proven to be both rewarding and challenging. I enjoy the close knit team and the family/work life balance provided."

Mate is a member of the Financial Planning Team and had joined XPAL Planning in November 2009. His role primary involves assisting the financial advisers with preparing investment strategies for clients. Mate's tertiary qualifications include a Bachelor of Economics and a Post Graduate Diploma in Global Wealth Management & Financial Planning from the University of Adelaide.