ABOUT COMPASS

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.

 

FEEL BETTER

SAVE TIME & MONEY

MAKE LIFE SIMPLER

MAKE A DIFFERENCE

FINANCIAL PLANNING IN PORT MACQUARIE

Warrick
Affleck

Partner

Certified Financial Planner®

Qualifications:

Bachelor of Commerce (B.Com); CERTIFIED FINANCIAL PLANNER®, Diploma Financial Planning; Aii Diploma of Insurance (Life)

 

Industry background:

Warrick commenced in the Financial Planning industry in May 1988, following some years in Accounting roles. Initially with National Mutual (AXA) in Product Development; Marketing and then a Training role, Warrick founded COMPASS with Robert in July 2000. Warrick then became a CERTIFIED FINANCIAL PLANNER Professional™ and has achieved many other accreditations, and most recently qualified as an Accredited Aged Care Advice Professional™

 

Philosophy

Warrick believes it is important to help people to build their “financial house” through quality advice and quality service. “Our advice has a substantial impact on people’s lives. We help people to identify their Financial Goals, as well as their Lifestyle dreams, and we help them to turn those into reality”.

Robert
de Lepervanche

Qualifications:

Bachelor Agricultural Economics, CERTIFIED FINANCIAL PLANNER®, Fellow of FPA

Diploma Financial Planning

 

Industry Background:

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.

 

Philosophy:

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. 

Partner

Certified Financial Planner®

Kellie
Seymour

Qualifications:

Advanced Diploma in Financial Planning

 

Industry Background:

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

Danielle
Deutscher

Client Relationship Manager

Qualifications:

Advanced Diploma of Financial Planning

 

Industry Background:

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

 

Philosophy:

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. 

 

MORTGAGE BROKING IN PORT MACQUARIE

Michael 
Clarke

Lending & Finance Specialist

Qualifications:

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 

 

Industry Background:

32 Years experience in banking and finance. Predominately centred around training , facilitation and arranging finance for business and personal clients.

 

Philosophy:

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.

 

 

SUPPORT STAFF

Melissa 
O'Reilly

Administrative Officer

Lisa
Duggan
 

Receptionist

Belinda
Hargreaves
 

Personal Assistant

Claire
Loveday
 

Receptionist

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.

OUR MISSION

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.

 

Any advice on this website is general in nature and does not take into account your personal circumstances, objectives and needs. Therefore, before making a decision, you should consider the appropriateness of the advice with regard to those matters. Please see our Financial Services Guide for more information.

COMPASS financial management (A.B.N. 43 235 905 061) is an authorised representative of Charter Financial Planning Ltd, Australian Financial Services Licensee

 

      02 6583 2211