OpenDoor Financial Centre
Based in Newcastle, the OpenDoor Financial Centre is not only our financial planning and mortgage broking home but the place where our administrative team provides full support to you and your financial planner in New South Wales.
The Centre prides itself on providing a flexible workplace, allowing employees to achieve a true work-life balance – in fact, only two of our administrative staff work on a full-time basis. The remainder of our staff have taken the opportunity to study, take care of family or travel, whilst enjoying a challenging and interesting career.
Our practice enjoys a true family feel, despite our ongoing growth in Australian financial planning.
Meet the Team
Andrew started his career with the Westpac Bank, where he has held a range of positions in retail banking along with roles in both consumer and business lending. In 2004, Andrew founded his own financial planning firm, Robards Wealth Management, which provides advice on savings, loans and insurance.
Grant was appointed as a Financial Planner in 2012 after completing his Diploma of Financial Services (Financial Planning). Grant has over six years of experience within the social welfare and Industrial relations sector. He now runs his own financial planning practice Gibson Wealth Management.
Leah became a Financial Planner after completing her Diploma in Financial Planning to run alongside her existing mortgage broking business. This allows Leah to assist her clients with both Financial Planning and their lending needs.
Rebecca worked for a major bank for over 15 years as Branch and Lending Manager, followed by a period in Human Resources at Parliament House. Rebecca joined Andrew as Office Manager and Mortgage Broker in 2004. The growth of the business now sees Rebecca managing 12 staff, both within our office and offsite.
Executive Personal Assistant
Debbie’s career was in the banking industry until becoming Andrew’s Personal Assistant in 2007. Her role has since extended to looking after our other planners. Debbie manages their diaries, arranges travel and accommodation, plus client functions. She is our client’s first port of call at the front desk and on the telephone.
Barbara is one of Andrew’s longest standing employees. Barb worked as Andrew’s assistant in his earlier banking role and has been known to his family for 20 years. She has extensive experience in all administrative areas within the planning industry, specialising in the lodgement of new business with our service providers.
Karen has spent a large part of her career within the financial planning and banking industries. Karen joined the team in 2005 and she job shares with Barb. She has had extensive experience in high level administrative roles within the private sector and often takes on additional specialised projects within the practice.
Jasminka is our lending specialist and joined us in 2011 after a banking career spanning almost 29 years. Jasminka brings a wealth of knowledge to her role and assists our Planners with the Mortgage Broking side of their businesses. She handles our clients’ loan applications from lodgement with the lender to settlement.
We are a family business and Kayleen is Andrew’s sister. She is highly skilled at writing our Statements of Advice and has completed her Diploma of Financial Planning. This allows her to understand the strategy our Planners have devised before creating the Statement of Advice. After a career in the legal industry, Kayleen began working for Andrew in 2004. Kayleen is now assisting clients within Andrew’s Financial Planning Firm.
Assistant Office Manager
Jessica is Andrew’s daughter and after completing her HSC in 2011 is now studying at university for a Bachelor of Business and has completed her Diploma in Financial Planning. She is working with us on a part-time basis in the role of Assistant Office Manager. She assists Rebecca with office administration and is responsible for marketing the business.
Payroll and Accounts
Jenny is Andrew’s wife and she has always assisted the practice from behind the scenes in one form or another. However, we were delighted when she recently joined our team on a more formal basis and she now has responsibility for the payroll and accounts functions within the OpenDoor Financial Centre office.
After completing his HSC in 2013, Andrew’s oldest son, Shaun, is completing his university studies with a Commerce degree and has completed his Diploma in Financial Planning. He is working with us on a part-time basis in the role of Planner’s Associate. Shaun attends financial planning interviews with our advisors and assists with the post-interview administrative requirements.
Jake joined our team in 2013 after finishing his HSC in 2012. Jake has completed his Diploma in Financial Planning and he currently works as Andrew’s Assistant. He attends offsite financial planning interviews with Andrew and assists with the post-interview administrative requirements.
Pam has worked as part of our team from the early days of the business. She is one of our remote workers and completes her duties from home. Pam is responsible for researching the superannuation accounts, investments and insurance of our Planners’ clients. A highly valued team member, she is also Andrew’s mum!
Working from home allows Cathy to balance career with family life. Cathy lives in Sydney but our technology allows her to complete her duties in the same way as our employees within our office. Along with Pam, Cathy undertakes research activities required by our practice and also undertakes one-off projects to assist office workflow.
Pamela joined us in late 2013 and bringing a wealth of knowledge from a long career in banking. Pam assists in many roles across the office, providing relief when staff are on recreational leave or are sick, preparing interview paperwork for our Planners, and making appointments with potential new clients.
Deanne is one of our remote business partners and works with Kayleen to provide guidance on the compliance side of our Statements of Advice. This is a complex area and we ensure our quality of advice by utilising Deanne’s expertise. She has worked as a Financial Planner in the past and now assists other financial planning practices with her compliance knowledge.