COMPASS offers a diverse range of financial services including Financial Planning, Lending & Finance, and Aged Care Advice. We also provide advice on investments, superannuation, insurance, debt management and retirement planning. COMPASS advisers utilise a range of products available, prioritising what best suits their clients' specific needs.
The business was established in 1975 and has been operating as COMPASS since the year 2000.
SAVE TIME & MONEY
MAKE LIFE SIMPLER
MAKE A DIFFERENCE
FINANCIAL PLANNING IN PORT MACQUARIE
Bachelor Agricultural Economics, CERTIFIED FINANCIAL PLANNER®, Fellow of FPA
Diploma Financial Planning
In 1996 Robert started work as a trainee Financial Planner. In 2000 he formed a partnership with Warrick Affleck and COMPASS was born! He has been the Chair and Treasurer of the Mid North Coast Financial Planning Association and he remains an active member, including being on their "Ask an Expert" panel.
Robert values the importance of relationships. He believes that if you are true to yourself and others... life really is pretty simple. Robert encourages and helps his clients to strive for their goals and not to look for the easy option when a bit of hard work will make all the difference.
Certified Financial Planner®
Masters Degree - Financial Planning, Advanced Diploma Financial Services (Financial Planning), Corporate MBA (CBA), Bachelor of Commerce, Diploma Financial Planning, Certificate IV (SMSF), FASEA Certified
Robert has 28 years’ experience in the financial services industry. In that time he has been responsible for developing and delivering specialised financial products and services for both individual and business clients. In 2005 Robert joined Paul Clitheroe at iPac Securities to promote and deliver financial advice services across Australia. In 2009, Robert established his own financial advice practice and is the director and principal adviser of Super Wealth Services Pty Ltd, which is now an associate company of the COMPASS Financial Management group.
Robert has a passion for helping people achieve their lifestyle goals through smart, tailored, financial solutions. Robert’s mission is to provide people the capability and confidence to achieve their goals with a plan that is easy to comprehend and suited to their needs and circumstances
Advanced Diploma in Financial Planning
Kellie has more than 17 years experience working in the Financial Planning Industry. Prior to commencing employment with COMPASS Financial management in 2007, Kellie worked within the banking/accounting industry. In 2008, Kellie took on the role of Para planner with the view to becoming an Adviser in the near future.
Philosophy: Kellie's main goal is helping client's plan their 'Life's Journey', to her it is more than how much 'money' her clients have. There is nothing more satisfying to Kellie than building a long lasting relationship with her clients. She feels that effective Financial planning strategies allow her clients to SWAN (sleep well at night).
Client Relationship Manager
Advanced Diploma of Financial Planning
Once a Personal Assistant in the Premier’s Department, Danni changed occupations when her family moved to Port Macquarie, where she commenced her studies and job with RetireInvest for 8 years. When COMPASS took over the management of RetireInvest in 2013, Danni was an integral part of that acquisition and has proved to be an important team member at COMPASS
Danni believes that helping clients with resolving their problems means they enjoy life more. Danni sees her role as being a very important part of helping clients to achieve their life financial plans and financial goals.
Client Services Manager
MORTGAGE BROKING IN PORT MACQUARIE
Lending & Finance Specialist
Associate Member of Mortgage and Finance Association of Australia, Cert IV in Financial Services (Finance and Mortgage Broking), Diploma of Financial Markets - Securities Institute of Australia, Australian Credit
32 Years experience in banking and finance. Predominately centred around training , facilitation and arranging finance for business and personal clients.
Michael treats each individual with the same level of service and respect as he would treat the next regardless of perceived value to the COMPASS group. He adds value to his client relationships through education and enables his clients to make clearer, well informed decisions.
COMPASS SUPPORT STAFF
AWARDS AND ACCOLADES
Excellence in Business Ethics
In 2014, COMPASS financial management won the "Excellence in Business Ethics" category at the Port Macquarie Business Awards. We enquired with the Chamber of Commerce who informed us that the awards were truly independently judged; by people in Sydney who had no affiliation with Port Macquarie. We wanted to enter to have our business externally scrutinised, particularly in a time when so much (negative) focus had been placed on our Profession. Following this win we progressed to the Mid North Coast awards and we were joint winners of our category, the first time that they had ever had concurrent winners (the other winner was a Disability Services Organisation).
Following this we were Finalists at the NSW State Business Awards, where unfortunately the competition was too tough. Nonetheless, it provided us the opportunity to celebrate the accomplishments of many years work towards what we call "The COMPASS Way": which incorporates our 3 Principles of Honesty, Integrity & Professionalism.
Certified Quality Advice Practice
COMPASS was one of the first Practices to have been awarded CQAP Status in assuring quality advice (within Charter Financial Planning). Warrick Affleck from COMPASS says that "attaining CQAP was a rigorous process to ensure that 'Best Practice Standards & Procedures' existed in all of our processes. These include our Advice processes, administration, technology and even safety processes". We spent a lot of time "working on the business" which resulted in COMPASS becoming recognised by our Licensee for our "Best Practice Standards". This resulted in AXA Financial Planning (now with Charter Financial Planning as part of the AMP Financial Advice Network) awarding the Certified Quality Advice Practice (CQAP) designation to COMPASS in 2006
According to Simon Wallace - AMP's National Compliance and Advisory Services Manager: "the CQAP accreditation exceeds the industry benchmark for providing quality financial advice and, as such, is hard to obtain, with only those practices with business management and service procedures of the highest standards likely to achieve the status"
"Our process sets tough, stringent guidelines for practices and advisers that are not easy to meet. CQAP practices place high priority on measuring client satisfaction and expectations to ultimately offer clients a better, more complete service." Simon said.
Nominated in the top 100 for Financial Planning Businesses
COMPASS have twice been nominated in the top 100 financial planning businesses throughout Australia in the National "Business Health / IFA Magazine Awards"
Customer Care Hall of Fame
COMPASS has won the Service Excellence Award (Professional Businesses) as a "Quality Care Provider" for 3 years. This has resulted in COMPASS being inducted (along with 4 other leading businesses) into the Customer Care Awards "Hall of Fame"
Finalist in MIAA National Excellence
COMPASS (Michael Clarke) was a finalist in the "MIAA National Excellence Awards. Michael is the leading Mortgage + Commercial Broker in The Mid North Coast and provides excellence in service and advice.
At COMPASS "Our goals are to help you achieve yours"
To say that we are in the "Lifestyle Business" is a bit cliché....a bit over used. At COMPASS we assist our clients with helping them to achieve their goals. Not all our client's goals are necessarily Financial Goals (quantitative goals). The more important goals are their qualitative goals... their Lifestyle Goals....improving their quality of life. These include goals like travel, spending more time with family, purchasing their new home or investments....or targeting a worry free retirement.
As owners of the respective arms of the business, the partners are directly accountable for the advice they give. As such they have devoted significant time & effort in establishing themselves as highly credentialed, educated professionals who value their own business success with that of their clients.