Bentleys

Laurence has extensive expertise when it comes to financial advice and strategic wealth creation strategies.

Whether you are just starting out on your journey to financial freedom, or are very nearly there, you will quickly discover that Laurence has an impressive track record of working closely with clients from all walks of life.

You will appreciate his relaxed yet professional approach to giving financial advice and the way he works to help identify and guide you along very clearly defined pathways to success. Laurence’s genuine interest in understanding your individual needs is self-evident from the moment you meet him.

Laurence Poulter

Strategic Wealth Advisor
Bentleys Wealth Advisors
P:+61 2 9220 0700
M:+61 439 211 368
E:lpoulter@bentleyswealth.com.au
Qualifications:
Advanced Diploma of Financial Planning
Bachelor of Arts (Honours)
Economics & Social Science
Professional Memberships:
Member of the Financial Planning Association (FPA)
Provide advice on:
  • Investments strategies (strategic asset allocation)

  • Budget and cash flow management

  • Debt management (including borrowing for personal and investment purposes)

  • Salary packaging

  • Superannuation strategies and retirement planning

  • Personal insurance

  • Centrelink and other government benefits

  • Ongoing advice and services, including regular portfolio reviews

Products and services:
  • Superannuation, including retirement savings accounts

  • Self-managed superannuation funds (SMSF)

  • Borrowing within your SMSF

  • Managed investments

  • Investor directed portfolio services (for example, administration platforms)

  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)

  • Standard margin loans

  • Retirement income streams, including pensions and annuities

  • Personal and group Insurance (life cover, disability, income protection and trauma)

  • Life investment products including whole of life, endowment and bonds

  • Securities (including listed securities and debt securities)

  • Exchange traded funds and Listed investment companies

  • Arranging for listed securities, shares and debentures to be bought and sold via a platform and broker.

  • Limited selection of investment guarantees

Tony Dimitrovski

Tony's extensive experience within wealth management, across small business to larger corporates, has provided him a deep understanding of financial planning strategies and their application in the lives of Australians.

His passion for taking the time to understand his client needs across both financial and lifestyle matters allow for the creation and deployment of appropriate financial strategies, helping to provide the means to secure outcomes that matter most for his clients.

Whether you are planning to begin your wealth journey, ensure an existing one is firing on all cylinders, or simply needing to get organised to best enjoy retirement, Tony has the tools to help you see your goals come to fruition.

Tony Dimitrovski

Senior Wealth Advisor
Bentley Wealth Advisors
P: +61 2 9220 0700
M: +61 437 652 429
E: tdimitrovski@bentleyswealth.com.au
Professional Memberships:
Financial Planning Association (FPA)
Qualifications:
Bachelor of Commerce (Finance & Economics)
Advanced Diploma of Financial Planning
Certified Financial Planner®
Provide advice on:
  • Investments strategies (strategic asset allocation)

  • Budget and cash flow management

  • Debt management (including borrowing for personal and investment purposes)

  • Salary packaging

  • Superannuation strategies and retirement planning

  • Personal insurance

  • Centrelink and other government benefits

  • Ongoing advice and services, including regular portfolio reviews

Products and services:
  • Superannuation, including retirement savings accounts

  • Self-managed superannuation funds (SMSF)

  • Borrowing within your SMSF

  • Managed investments

  • Investor directed portfolio services (for example, administration platforms)

  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)

  • Retirement income streams, including pensions and annuities

  • Personal and group Insurance (life cover, disability, income protection and trauma)

  • Life investment products including whole of life, endowment and bonds

  • Securities (including listed securities and debt securities)

  • Exchange traded funds and Listed investment companies

  • Arranging for listed securities, shares and debentures to be bought and sold via a platform and broker.

  • Limited selection of investment guarantees

Mathew

Mathew is one of the founding members of Partners Wealth Group and holds the position of Managing Director. He has over 20 years’ experience in the financial services industry, initially with Ernst & Young in Perth, and later with NatWest Financial Markets in London and New York. During this time, Mathew held various positions including Accountant and Investment Banker where he specialised in fixed interest and foreign exchange markets.

Mathew can provide you with strategic advice as well as arrange the types of financial products listed below. He can help you to identify the types of services and products that will be appropriate to meet your financial goals.

Mathew Cassidy

Director
Bentleys Wealth Advisors
P: +61 2 9220 0700
M: 0408 004 056
E: mcassidy@bentleyswealth.com.au
Qualifications:
Chartered Accountant
Bachelor of Commerce
Professional Memberships:
Financial Planning Association
Institute of Chartered Accountants
Strategies Products
  • Savings and wealth creation strategies

  • Investment planning

  • Superannuation planning

  • Pre-retirement planning

  • Retirement planning

  • Estate planning considerations

  • Centrelink planning

  • Risk and insurance analysis

  • Business succession planning

  • Salary packaging advice

  • Gearing strategies

  • Managed Discretionary Accounts
Products
  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
  • Retirement income streams

  • Direct fixed interest

  • Retail & wholesale managed investment schemes

  • Socially responsible investments

  • Hedge funds

  • Master trust products

  • Limited investment guarantee

  • Superannuation products

  • Personal and group insurance

  • Business succession insurance

  • Margin lending facilities

  • Gearing strategies

our-team

As a Business Services Director, Nigel specialises in providing high net worth individuals, professionals and business groups with commercial and solutions driven business and taxation advice

His training in New Zealand, and years spent working in England, has given him a strong background in understanding the needs of international parent companies, and he provides full accounting support for branches and subsidiaries in Australia. Nigel’s wealth of industry expertise includes property and construction, retail and wholesale, manufacturing, primary production and professional practices.

Nigel Banks

Director
Bentleys NSW Pty Ltd
P: +61 2 9220 0701
E: nigel.banks@bentleysnsw.com.au
Professional Memberships:
Member of Chartered Accountants Australia and New Zealand
Member of The Tax Institute Australia
Qualifications:
Chartered Accountant
Registered Tax Agent
Bachelor of Business Studies Massey University, New Zealand
Strategies
  • Accounting and business services

  • Business advisory

  • Business establishment

  • Superannuation

  • Taxation Compliance

  • Cash flow and budgeting


Major Projects
  • Outsourced accounting, including management accounts, payroll and employee packages, for Australian subsidiaries of overseas parent companies

  • Establishment of corporate structures for overseas listed entity and established all management and financial accounting systems
Industry Experience
  • Board Member, Kreston Inteational

  • Director, Bentleys Wealth Advisors

  • Agribusiness and rural

  • Foreign branches or subsidiaries

  • Investment

  • Manufacturing

  • Medical

  • Professional services practices

  • Retail and wholesale distribution

  • Personal and group insurance

  • Superannuation Funds
our-team

Kevin is a Business Services and Audit Director, specialising in audit, taxation, accounting and strategic business advice for clients in the middle market.

He has acted as a professional advisor to a diverse range of businesses, including those in the education sector, IT and communications, insurance brokers, car dealerships, manufacturing, property development and agribusiness.

Kevin also advises a number of high-net-worth individuals and family groups in relation to their taxation, accounting and financial advisory requirements.

Specialising in the audit of Not-For-Profit organisations, Kevin was proud to sit on the audit committee for Anglicare in NSW for over 10 years.

Kevin Cranfield

Director
Bentleys NSW Pty Ltd
P: +61 2 9220 0702
E: kevin.cranfield@bentleysnsw.com.au
Professional Memberships:
Fellow of Chartered Accountants Australia and New Zealand
Member of Financial Services Institute of Australasia
Qualifications:
Masters of Business Administration
Macquarie University
Registered Company Auditor
Registered Tax Agent
Chartered Accountant
Bachelor of Commerce University of NSW
Specialist Skills
  • Accounting and business services

  • Audit and assurance

  • Business advisory

  • Business establishment

  • Outsourced services (E.g accounting and payroll)

  • Superannuation

  • Taxation compliance


Major Projects
  • Business performance reviews, strategic planning and restructuring advice for large private business groups

  • External advisor role with a large private company

  • Outsourced accounting, and management accounts for Australian businesses

Industry Experience
  • Board Member, Bentleys Network

  • Director, Bentleys Wealth Advisors

  • Former Honorary Board Member, Anglicare

  • Agribusiness and rural

  • Building and construction

  • Education and Childcare

  • Family business advisor

  • Industrial and engineering

  • Information, communications and technology

  • Investment

  • Manufacturing

  • Not-For-Profit organisations