Financial Planning
Guild Financial Planners
Our team of financial planners operate Australia-wide. Each are qualified financial planners with significant experience advising clients providing financial protection and growth. Click on the links below to view our planner profiles.
Guild financial planners are qualified and ready to assist you now.
John Wallace
John Wallace can be contacted at the following office:
Guild Financial Services
Level 1
5 Burwood Road
Hawthorn VIC 3122
John Wallace is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.
EXPERIENCE
John has worked as a Senior Financial Planner in the financial services industry since 2005. He joined Guild Financial Services in 2008. In his role, John provides his clients with a full range of planning advice and services.
Prior to moving into financial planning, John spent 30 years working in a wide variety of roles within the finance and investment industry, including senior management and Board roles in superannuation, life insurance and health services.
QUALIFICATIONS
John holds a Bachelor of Science (Honours) degree from Monash University and completed a Graduate Diploma in Financial Planning at the Securities Institute in 2004.
PROFESSIONAL MEMBERSHIPS
John is a member of the Financial Planning Association of Australia.
Tony Castellano
Tony Castellano can be contacted at the following office:
Guild Financial Services
Level 1
5 Burwood Road
Hawthorn VIC 3122
Tony Castellano is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.
EXPERIENCE
Tony has 25 years experience in the banking and financial services, spending the past 10 as an adviser.
Tony is able to provide clear and concise solutions to complex financial matters and enjoys working closely with his clients to optimise their financial position.
Dependable, knowledgeable and accessible, Tony takes the time to listen and understand his clients’ personal circumstances to tailor a strategy that is specifically for them.
QUALIFICATIONS
Tony is a Certified Financial Planner (CFP) who has a Diploma of Financial Planning.
PROFESSIONAL MEMBERSHIPS
Tony is a member of the Financial Planning Association of Australia.
Bruno Dimisi
Bruno Dimisi can be contacted at the following office:
Guild Financial Services
Level 1
5 Burwood Road
Hawthorn VIC 3122
Bruno Dimisi is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.
EXPERIENCE
Bruno has had considerable experience as a Financial Planner since commencing his profession in 2000. Having worked with two of Australia's largest banks, Westpac and Commonwealth Bank, and also for an independent financial planning group.
He has gained substantial experience in dealing with a diverse range of clients, ranging from young wealth accumulators all the way through to retirees.
Bruno specialises in wealth creation, wealth protection, tax effective strategies, superannuation, retirement planning and income streams.
QUALIFICATIONS
Bruno has a Bachelor of Business, Diploma in Financial Services and an Advanced Diploma in Financial Services (Financial Planning).
Michelle Summers
Michelle can be contacted at the following office:
Guild Financial Services
Level 6, 20 Bond Street
Sydney, NSW 2000
Michelle is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.
EXPERIENCE
Michelle has worked in the financial planning industry for more than 18 years, and as a financial adviser over the past 14, working primarily for boutique financial planning firms.
Michelle has experience advising high net worth clients and expertise in retirement planning including the areas of superannuation, structuring advice and self managed superannuation funds.
Michelle works with clients to take the uncertainty out of their financial future and make them feel comfortable about meeting their financial goals.
Michelle enjoys adding value to her clients’ portfolio, while building and protecting their wealth now and for the future.
QUALIFICATIONS
Michelle is a Certified Financial Planner (CFP), the highest profession designation awarded by the Financial Planning Association of Australia (FPA), with a Masters of Financial Planning. Michelle is an accredited SMSF Specialist adviser with the Self Managed Super Fund professionals Association of Australia. She also has a Certificate in Mortgage Broking with the Securities Institute of Australia.
Daniel Mikhail
Daniel can be contacted at the following office:
Guild Financial Services
Level 6, 20 Bond Street
Sydney, NSW 2000
Daniel is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.
EXPERIENCE
Daniel has been with Guild for four and a half years and provides advice in the areas of risk management, superannuation, investments and self managed superannuation funds.
Daniel helps to protect clients’ wealth by detailing comprehensive risk management plans.
Committed to building long term relationships with clients, Daniel is known by his clients for helpful and professional manner.
QUALIFICATIONS
Daniel is currently studying to become a certified financial planner (CFP) . He has a Bachelor of Commerce with majors in Accounting and Financial Planning, a Diploma of Financial Services and an Advanced Diploma of Financial Services..
PROFESSIONAL MEMBERSHIPS
Daniel is a member of the Financial Planning Association.
Gerard Nice
Rodney Watts
Rod can be contacted at the following office:
Guild Financial Services
Level 1
9 Bowman St
South Perth WA 6151
Rod is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.
EXPERIENCE
Rod has almost 25 years experience in the financial services industry. Rod was appointed to the position of Senior Financial Planner with Guild Financial Services in March 2004 and provides Guild clients with the full spectrum of financial planning services. He is committed to providing the highest level of personal service available with the objective of assisting clients achieve their financial and lifestyle goals.
Prior to joining Guild Financial Services, Rod gained a wealth of experience in senior financial planning roles with eminent, boutique financial planning organisations across Perth.
QUALIFICATIONS
Rod has completed a Bachelor of Science, specialising in mathematics, a Graduate Diploma in Applied Finance and Investments, a Graduate Diploma in Business and Administration and a Graduate Diploma in Education.
PROFESSIONAL MEMBERSHIPS
Rod became a Certified Financial Planner (CFP) in 1995, the highest professional designation awarded by the Financial Planning Association of Australia (FPA). Rod is also a Fellow of FINSIA.
Gerard Nice
Gerard can be contacted at the following office:
Guild Financial Services
Level 1
9 Bowman St
South Perth WA 6151
Gerard is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.
EXPERIENCE
Gerard has been a representative of Guild Financial Services since 2009. Gerard has developed a range of experience in this time providing advice on personal life risk and financial planning.
QUALIFICATIONS
Gerard holds a Bachelor of Economics. He also has a Diploma of Financial Planning and Advanced Diploma in Financial Planning.