Dale was the founding owner of our Practice and recently retired from his role as a Certified Financial Planner but remains heavily involved in the business as an owner and a Director.
Dale has over 25 years experience in providing professional financial planning advice, and as a Director, he is focused on business planning and management to ensure our business continues to provide professional service for our clients, with advice that is down to earth and easily understood.
Dale is married with two children, enjoys a round of golf and also fishing.
Matthew has been providing financial planning advice in Hobart for over 22 years. He is a Certified Financial Planner (CFP), he has completed the Graduate Diploma of Financial Planning and the Diploma of Financial Planning. Matthew has successfully completed the National Financial Adviser Exam (ASIC/FASEA) and met all educational requirements/qualifications.
He is focused on providing clients with thorough, professional, proactive and ongoing financial planning advice.
Matthew is married with three young daughters. Matthew enjoys having fun with his family, as well as fishing, surf lifesaving, surfing and the odd game of golf.
Matthew Clingeleffer is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Julia has been involved in the financial planning environment for over 25 years. She holds a Diploma of Financial Planning and has been providing advice for 11 years.
Julia assists in the advice process and also believes in developing strong relationships with our clients to assist them meet their financial and lifestyle goals.
Outside of work, Julia enjoys spending time with her family, which now includes grandchildren, keeping fit by walking her dog and participating in gym classes.
Sean has been involved with providing financial planning advice for the past 12 years. He is focused on assisting clients with financial strategies to achieve their goals and objectives, whilst also providing ongoing support, advice and service over the long term.
Sean holds a Bachelor of Business (Financial Planning), Advanced Diploma of Financial Services (Financial Planning) and AFP ® qualifications. Sean has successfully completed the National Financial Adviser Exam (ASIC/FASEA) and met all educational requirements/qualifications.
Sean comes from a background of professional cricket, having spent 10 years as a contracted player for the Tasmanian Tigers. He was a member of Tasmania’s historic Pura Cup/Sheffield Shield-winning team in 2007, and has fulfilled professional playing roles around the world including several seasons in England and Holland.
In his spare time, Sean enjoys surfing, golf, travel and relaxing with family and friends on Tasmania’s East Coast.
Sean Clingeleffer is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Jane has been a highly valued employee with our business for over 10 years and has a wealth of experience having worked in the financial industry for 41 years.
Jane manages the administration area within Harbour Financial Planning and is committed to client service, with her enthusiastic and professional approach when assisting our clients with their enquiries. This is particularly highlighted with areas such as our Centrelink service which Jane administers for our clients.
In her down time, Jane enjoys walking her dog, gardening and her new passion is bush walking.