Altitude Financial Group  
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  • Openness and honesty

  • To act with integrity in all our dealings

  • Provide quality advice through our high professional standards and technical excellence

  • To respect and value our clients and staff

  • Provide fulfilment with a work/life balance

  • To be a positive influence in our community and environment
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Our Team

Altitude Financial Group Leadership Team


Altitude Accounting Team

  • Bill Charlton - Director
  • Brent Charlton - Director
  • Ben Arnold - Senior Accountant
  • Chris Hampson - Senior Accountant
  • Ankit Loona - Senior Accountant
  • Muru Narayanan - Accountant
  • Matthew Ramsay - Accountant
  • Yoshimi Sawaki - Accountant
  • Monika Shaw - Accountant
  • Ashley Job - Graduate Accountant
  • Manpreet Kaur - Graduate Accountant
  • Sue Anderson - Client Services Assistant

Altitude Finance Solutions Team

Altitude Financial Planning Team

Authorised Representatives of Securitor Financial Group:


Planning and Administration


Altitude Financial Group Administration Team



Bill CharltonBill Charlton
Director

Having practised since 1983, Bill has extensive experience in accounting and financial planning, specialising in business and taxation services for professional services businesses.
A member of a number of industry advisory boards, Bill was named Securitor Advisor of the Year in 2002, 2003 and 2008, and is Past Chairman of the Institute of Financial Planners Committee.
A keen golfer, Bill is also Past President of Pacific Golf Club. He also enjoys watching the Brisbane Lions play at the Gabba.

Qualifications

  • Bachelor of Business (Accountancy), Queensland University of Technology
  • Fellow, Institute of Chartered Accountants, Australia
  • Fellow, Tax Institute of Australia
  • Chairman, Accreditation Committee of Financial Planning Specialists, Institute of Chartered Accountants, Australia

30 Seconds with Bill

If you could invite five people, living or dead, to dinner, who would they be?
The Dalai Lama, Greg Norman, Richard Branson, James Packer and Nelson Mandela.

 

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Adam HurwoodAdam Hurwood
Director

With more than ten years of experience in financial services, including superannuation administration, para-planning, and financial advice, Adam is a specialist financial planner and director of Altitude Financial Group.

Having lectured at FINSIA and now KAPLAN from 2004, Adam’s financial planning specialties include wealth accumulation, superannuation strategies, and portfolio construction.

In his spare time Adam likes to keep active by playing Touch football, cycling and participating in triathlons and charity events.

Qualifications

• Bachelor of Commerce, University of Queensland
• Graduate Diploma of Financial Planning, Securities Institute (now FINSIA)
• Certified Financial Planner (CFP)

30 Seconds with Adam

If you could invite five people, dead or alive, to dinner, who would they be?
Cate Blanchett, Chris Corrigan, Winston Churchill, Pat Rafter and my Grandfather.


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Brent CharltonBrent Charlton
Director

With nine years experience in, Brent Charlton is a member of the Institute of Chartered Accountants and is team leader of Altitude Financial Group’s accounting team.  Brent’s focus is on business planning and assisting businesses with financial management, taxation, succession planning and business growth.

Qualifications

• Bachelor of Business (Accounting), Queensland University of Technology
• Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants Australia
• Graduate Diploma in Applied Finance, Kaplan
• Associate, Institute of Chartered Accountants, Australia
• Associate, Tax Institute of Australia

30 Seconds with Brent

What attracted you to your industry?
Being able to help people grow their businesses.

Describe yourself in five words.
Funny, intelligent, handsome, charming, modest

What is your dream meal?
Something involving pork belly

Who would you like to trade places with for one day?
Richard Branson

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Jeana ScottJeana Scott
Consultant

With over 30 years extensive experience in the Banking & Financial Services industry, Jeana is a Consultant Finance Broker at Altitude Financial Group’s Finance Solutions.

Jeana specialises in delivering customised finance solutions to suit each individuals personal, business and commercial needs.


Qualifications
Mortgage & Finance Association of Australia - Certified Mortgage Consultant

• Diploma Financial Services (Financial Planning) - DFS(FP)
• Certificate IV in Financial Services (Finance/Mortgage Broking)
• Certified Mortgage Consultant - CMC
• QLD State Councillor of the Mortgage & Finance Association of Australia - MFAA 2008/09 2009/10

Finalist 2007 & 2008 Australian Mortgage Awards Excellence Winner 09

30 Seconds with Jeana

If you could invite any five people, living or dead, to dinner, who would they be?
My best mate Lin, Spike Milligan, Johnny Depp, John Lennon and Billy Connolly

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Matthew RamsayMatthew Ramsay
Graduate Accountant

Having graduated from University, Matt is part of Altitude Financial Group’s Accounting team.

Qualifications

• Bachelor of Business (Accountancy) QUT

30 Seconds with Matt

What attracted you to your industry?
I really enjoyed accounting at school, followed through from there and here I am today.

What do you like to do in your spare time?
Tinker with cars or electronic gadgets, relax with friends.

If you could live anywhere in the world, where would you live?
Probably on the waterfront at Monaco.

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Brett MoxeyBrett Moxey
Associate Financial Adviser

With extensive financial planning and investments experience, Brett specialises in providing investment, superannuation and insurance advice to wealth accumulators.

Qualifications

• Bachelor of Commerce (Financial Planning & Accounting), Griffith University
• Graduate Diploma of Financial Planning, Finsia (now Kaplan)

30 Seconds with Brett

What attracted you to your industry?
Loving the challenge the financial planning sector offers, and seeing the difference that quality financial advice can make. Also, I haven’t made it as a professional sportsman so this is the next best thing!

What do you like to do in your spare time?
Hanging out, mountain climbing and going to the movies with my wife. I also enjoy playing guitar and any type of sport with friends.

If you could invite any five people, living or dead, to dinner, who would they be?
Jamaican sprinter Asafa Powell, Michael Johnson, Pillar lead-man Rob Beckley, Tommy Emmanuel and my wife.

What is your dream meal?
Thai cuisine

Who would you like to trade places with for one day?

Anyone who plays sport professionally or tours internationally as a guitarist in a band.

 

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Adam CamacAdam Camac
Para-Planner

After completing his university degree, Adam joined Altitude Financial Group’s financial planning service and has been working with the team for 2 years.

Qualifications

• Bachelor of Business (Banking and Finance - Funds Management), Queensland University of Technology
• Graduate Certificate in Financial Planning, FINSIA
• Graduate Diploma in Applied Finance – Financial Planning, Kaplan

30 Seconds with Adam

What do you like to do in your spare time?
Keen Basketball player/supporter, love reading, listening and playing music and going to live shows. Going out with friends and family.

What is your dream meal?
Everything all at once, plus steak.

If you could live anywhere in the world, where would you live?
Somewhere tropical or in the Mediterranean.

Who would you like to trade places with for one day?
NBA Basketball player Lebron James.

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Candice NurzynskiCandice Nurzynski
Junior Para Planner/Client Services Officer

Candice is a Junior Para-Planner as well as a Client Service Officer in Altitude Financial Group’s Financial Planning team.

Qualifications

• Diploma of Financial Services (Financial Planning) – The Institute

• Currently studying Advanced Diploma of Financial Services (Financial Planning) – Kaplan

30 Seconds with Candice

What attracted you to your industry?
The diversity of qualifications available within the industry

What do you like to do in your spare time?
I love to spend time with family and friends, attend movies and concerts, relaxing, pampering my two Chihuahua’s and sewing.

What is your dream meal?
Thai food

Who would you like to trade places with for a day?
Donald Trump, but not for his looks!

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Janik HrabovcakJanik Hrabovcak
Client Services Officer

Having recently graduated from University, Janik is a Client Services Officer within the financial planning team of Altitude Financial Group.

Qualifications/Experience

• Bachelor of Commerce (Financial Planning Major)

30 Seconds with Janik

What attracted you to your industry?
The desire to help people achieve financial freedom.

Describe yourself in five words.               
Hardworking, Reliable, Honest, Organized, Friendly

What do you like to do in your spare time?
I enjoy the beach a lot, and also play football

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Dianne Greener

Dianne Greener
Practice Manager

With a background of working in Chartered Accountancy firms for 15 years, Dianne is Altitude Financial Group’s Practice Manager.

30 Seconds with Dianne

What attracted you to your industry?
I just fell into it by chance!

Describe yourself in five words.
Hardworking, Kind, Loyal, Proactive and a good listener

What do you like to do in your spare time?
I love spending as much time as possible with friends and family, entertaining them and making sure everybody is having a good time!

If you could invite any five people, living or dead, to dinner, who would they be?
Andrew Denton, Billy Connolly, Richard Branson, my husband and my father

 

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James MillsJames Mills
Information Technology Manager

James has a wide range of experience in a number of fields of Information Technology, specifically Infrastructure and Network Support, but uses all of his skills to serve as Information Technology Manager here at Altitude Financial Group, keeping our many systems online and running smoothly.

30 Seconds with James

What do you like to do in your spare time?
Spare time?? I’m not sure I understand the question...

What is your dream meal?
Roast Dodo – I would have liked to know why they tasted so good to our ancestors that they decided not to leave any of them for the rest of us...

Who would you like to trade places with for one day?
Any one of my fellow workmates – just to see how much technobabble I do actually speak...

 

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Chris HampsonChris Hampson
Accountant

Chris has 3 years experience in public practice with a focus on business and taxation services.  He has achieved his Bachelor of Business (Accounting) from Queensland University of Technology and will be looking to begin his CA studies soon.

30 Seconds with Chris

What attracted you to your industry?
To share my knowledge and practical experiences in the building and manufacturing industries to clients.

Describe yourself in five words.
Enthusiastic, practical, hard working, ambitious and honest.

What is your dream meal?
Reef and Beef

If you could live anywhere in the world, where would it be?
On a tropical island on the Great Barrier Reef

What do you like to do in your spare time?
Fishing, camping and outdoors

 

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Ashley JobAshley Job
Intern Undergraduate Accountant

Ashley joined Altitude in November 2009 as an intern undergraduate accountant.  He is currently studying for his Bachelor of Commerce (Accounting and Financial Planning) from Griffith University.

30 Seconds with Ashley

What attracted you to your industry?
The ability to combine law with assisting people in the management of their finances.

Describe yourself in five words.
Perfection striving, fun loving, helpful.

What do you like to do in your spare time?
Fishing, cricket, aquariums

If you could live anywhere in the world, where would it be?
Having never been overseas, the Gold Coast is looking pretty good to me

Who would you like to trade places with for one day?
Bill Gates (childhood dream)

If you could invite any five people, living or dead to dinner, who would they be?

Heads of State from India, Pakistan, Israel, Palestine and Iran

 

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Contact Us
Altitude Financial Group, Phone: (07) 3209 2300, Fax: (07) 3808 3281, Address: 28 Vanessa Boulevard SPRINGWOOD QLD 4127
 

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