A Brief History of our Firm
In 1993, Noel Atkins recognised the need to provide a comprehensive range of financial and business services to clients, effectively a "one-stop" service.

Financial planning services expanded in 1997 when Noel was joined by Graeme Gillogly, a qualified financial planner. This was the culmination of our vision of bringing together a team of professionals who, with their combined knowledge and experience, are providing a unique and comprehensive service to clients in Port Macquarie and surrounding areas. Peter Tse joined Graeme and Noel in July 2004 as a partner of the firm. Peter has extensive small business experience and is a well known business personality in town.

Our financial planning division has received Count Financial Limited "Award of Excellence" in 1999, 2000, 2001, 2002, 2003, 2004 and 2005 in recognition of our outstanding achievements in providing professional and independent financial planning advice to our clients.

Noel Atkins B. Comm, FCA JP
Noel is a Chartered Accountant and a Fellow of the Institute of Chartered Accountants of Australia. He is a member of both the Australian Society of Accountants and the Taxation Institute of Australia, a Registered Tax Agent and Justice of the Peace. Noel holds a Bachelor of Commerce Degree from the University of NSW. He is also an Authorised Representative of Count Financial Limited, Australia's largest independently owned network of accountants specialising in wealth advice.

Noel commenced practice in Port Macquarie in 1974 and currently provides management, taxation and financial planning consulting services to a wide range of clients and professional practices throughout NSW.

Noel is married with four children and has a keen interest in student education, sports and fishing.

Graeme Gillogly PNA SA Fin JP
Graeme is a qualified financial planner, specialising in wealth creation and margin lending. He holds a Diploma in Financial Markets from the Securities Institute of Australia. Graeme joined the firm in 1997.

Graeme worked in the banking industry for 20 years gaining valuable experience in all aspects of business finance and corporate lending. During this time he gained his qualification and membership of the National Institute of Accountants, and Affiliate membership of the Securities Institute of Australia. Prior to joining Advantage, Graeme worked for a large stockbroking firm. He is an Authorised Representative of Count Financial Limited, Australia's largest independently owned network of accountants specialising in wealth advice.

Graeme is interested in rural industry, water sports and community affairs.

Peter Tse SA Fin JP
Peter studied Economics at The University of Newcastle and has extensive experience in operating small businesses. Peter began working for Advantage Financial Services in July 2004.

Peter has completed his Diploma in Financial Services (Financial Planning) through the Financial Services Institute of Australasia (finsia), and graduated in March 2006. He is a Senior Associate member of finsia. Peter is also an Authorised Representative of Count Financial Limited, Australia's largest independently owned network of financial planning accountants and advisers.

Peter's hobbies include reading, playing squash, travel, and he also has a particular interest in both the share and property markets.

John Geisker
John is a qualified financial planner specialising in Self Managed Superannuation and Retirement planning. He has spent 33 years with the Bank of New South Wales & Westpac in the Sydney and Central Coast regions. John moved to Port Macquarie in 1997 and commenced working with Advantage Financial Services in 2003.

John has been an investment adviser for over 7 years. He is an Authorised Representative of Count Financial Limited, Australia's largest independently owned network of financial planning accountants and advisers.

John has three children and six grandchildren. He is an 'A' grade golfer and his other interests include reading, wine appreciation, walking, photography and gardening.

Tracey is married with two children. Her hobbies include, walking, gardening and being involved with her children’s various sports and hobbies.

We offer a FREE Initial, No Obligation Consultation!
Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.* Find out how our services can help you.

*This free consultation does not include tax and accounting services.