Concord Licensee Services | About Us
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About Us

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ABOUT CONCORD LICENSEE SERVICES

Concord Licensee Services is an Adelaide based firm offering a comprehensive range of Australian Financial Services Licence (AFSL) services to its clients.
Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

MEET OUR TEAM

ROB ALEXANDER

Responsible Manager, Senior Financial Planner and Managing Director

Rob grew up on a farm in Tasmania.  In his younger days he served for 12 years in the Royal Australian Navy. Rob has more than 15 years of experience in the provision of financial planning advice and 7 years in banking and finance.

Rob’s qualifications include:

      • Bachelor of Arts – Christian Counselling (BA, CC)
      • Bachelor of Education (B.Ed)
      • Post Graduate Diploma in Financial Planning (PG Dip FP) Waikato
      • Certified Financial Planner (CFP)
      • Member of the Financial Planning Association of Australia
      • Registered Tax (Financial) Agent

MICHAEL FORJAN

Responsible Manager, Senior Financial Planner and Director

Michael has more than 34 years of experience in Banking and Financial Services having worked across many locations in metropolitan and regional South Australia. For the last 16 years Michael has continued to support new and existing clients in regard to their Financial Planning advice needs.

Michael’s Qualifications include:

      • Diploma in Financial Planning (Dip FP)
      • Certified Financial Planner (CFP)
      • Member of the Financial Planning Association of Australia
      • Registered Tax (Financial) Agent

CHRISTINE NEED

Director and Senior Financial Planner

Christine grew up in Berri (in the Riverland) and moved to Adelaide in 1994 to study where she currently lives with her husband and 2 children.

Christine’s qualifications include:

      • Bachelor of Commerce
      • Graduate Diploma in Financial Planning (G Dip FP)
      • Certified Financial Planner (CFP)
      • SPAA accredited SMSF Specialist Advisor (SSA)
      • Member of SMSF Association (previously Self-Managed Super
      • Fund Professional Association of Australia)
      • Member of the Financial Planning Association of Australia
      • Registered Tax (Financial) Agent

TONY HILL

Director and Senior Financial Planner

Tony grew up in Tailem Bend, South Australia. He has more than 36 years of experience in Banking and Financial Services having worked across many locations in regional South Australia. For the last 22 years Tony has continued to support new and existing clients in regard to their Financial Planning advice needs.

Tony’s qualifications include:

      • Diploma in Financial Planning (Dip FP)
      • Certified Financial Planner (CFP)
      • Member of the Financial Planning Association of Australia
      • Registered Tax (Financial) Agent

BRAD SALISBURY

Director and Senior Financial Planner

Brad grew up in Adelaide with a focus on Football both at school (Sacred Heart) and outside at both (Flagstaff Hill football Club and West Adelaide) during his juniors. Brad has been in the finance industry for over 10 years  working closely with Rob.

Brad’s qualifications include:

      • Diploma of Financial Planning (RG146)
      • Advance Diploma of Financial Planning
      • Graduate Certificate in Financial Planning
      • Graduate Diploma in Financial Planning
      • Masters in Financial Planning
      • Registered Tax (Financial) Agent

*Brad is currently undergoing studies to complete his Certified Financial Planning (CFP) qualification.

WHAT SET’S US APART

COLLABORATIVE APPROACH
A team of highly motivated and efficient experts – Concord Licensee Services can connect you with a network of top accounting, legal, financial services professionals to streamline and help you manage your business better.
Every business is unique and requires varying levels of services.
Our model is unique in the industry and that is a huge strategic advantage to our clients. Our years of extensive industry and network experience allow us to hand pick only the very best in breed specialist to serve our clients. We take a collaborative approach with industry best practice specialists who are highly motivated to work efficiently.
OUR UNIQUE PROCESS
With Certified Financial Planners in the team, Concord Licensee Services is called to a higher standard of professionalism and service delivery. We believe that an interactive and open communication process with our business clients is essential in delivering quality tailored advice and solutions.
Running a Financial planning business is not a one-off exercise.  It should map your lifetime and mirror your business objectives. Whether you’re a start-up, growing or matured business we can assist you to achieve your goals.
Concord Licensee Services is a full service Australian Financial Service Licensee (AFSL) company that is here for you all year round.