Les Wigginton

Director / Senior Risk Specialist 

Adv.Dip.FS (FP)

Based in our Rockhampton office, Les has worked in the financial service industry for over 20 years, becoming a licenced financial planner in 2004 partnering in his own practice formerly named Johnson Wigginton Kennard (JWK).  In 2014 he joined with the Regional Group which now forms part of Regional Financial Planning.

Currently working towards completion of his ANZIIF Certified Risk Professional accreditation. He holds an Advance Diploma of Financial Services (Financial Planning) and is a current member of the Association of Financial Advisors (AFA).

Whilst managing the Regional Financial Planning team across 3 locations, Les’s focus is to develop wealth and asset protection strategies for new and existing clients specialising in: 

  • Personal Wealth Protection – detailed and tailored advice in relation to Life Insurance, Total & Permanent Disablement, and Critical Illness & Income Protection.
     

  • Business & Key Person Insurance - providing solutions to business owners to protection their revenue, capital value and their ability to pay business expenses.
     

Outside of Regional, Les leads an active approach to life pursing, touch football, gym and outdoor adventure activities.

Lindsay Richardson

Senior Financial Planner

MFP, AFP®, Grad.Dip.FP, Adv.Dip.FS (FP), C.dec

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Based in our Mackay office, Lindsay has been with the Regional Group formerly David Bow & Associates Pty Ltd since 2005, licenced from 2007 as a qualified financial planner.

 

She holds a Masters in Financial Planning, Graduate Diploma of Financial Planning, Advance Diploma of Financial Services (Financial Planning), accredited to give advice relating to Margin Lending and Self-Managed Superannuation Funds (SMSF’s). 

 

Lindsay is a current member of the Financial Planning Association (FPA) as an AFP, and can be contacted, as a Commissioner of Declarations for witnessing documentation. Managing a diverse range of clientele, helping her clients navigate the ever-changing legislative environment in the areas of investment, superannuation and risk management.
 

Lindsay’s focus is to develop strategies to accumulate and grow wealth, maximise retirement outcomes, whilst providing ‘peace of mind’ wealth protection strategies. Lindsay’s approach where possible to her new and existing clients is holistic, across the following key strategies:

 

  • Wealth Accumulation - providing solutions to increase wealth, specialising in managed investments (including geared Investments) and superannuation advice in both retail and SMSF’s.
     

  • Transition and Post Retirement –creation and ongoing fund management of tax effective income streams, pre and post retirement.
     

  • Personal Wealth Protection –tailored advice to implementation of Life Insurance, Total & Permanent Disablement, and Critical Illness & Income Protection.
     

  • Business & Key Person Insurance - providing solutions to business owners to protection their revenue, capital value and their ability to pay business expenses.

 

Outside of Regional, Lindsay enjoys spending quality family time with her two children, extended family and friends.

Kristy Mitchell

Senior Financial Planner

Adv.Dip.Fs (FP), C.dec

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Based in our Rockhampton office, Kristy has been in the financial services industry since 2001, starting with banking in her home town of Biloela. After travelling Australia for 6 months, Kristy settled in Rockhampton and has been with the Regional Group since 2010 and has been licenced since 2011 as a qualified financial planner.

 

During her time with Regional, Kristy has experienced all aspects of the business from administration and data bases to helping clients create wealth. Kristy enjoys all aspects of financial planning and can assist you with Insurance, Superannuation, Retirement and Investment planning.

 

Currently working towards completion of her Masters in Financial Planning. She holds an Advance Diploma of Financial Services (Financial Planning) and is currently a member of the Australian Financial Planning Association (AFA).

 

She is currently authorised to give personalised advice in:
 

  • Wealth Accumulation Strategies - providing solutions to increase wealth, specialising in managed investments and superannuation

 

  • Transition and Post Retirement Strategies – advice relating to the creation and ongoing fund management of tax effective income streams, pre and post retirement.
     

  • Wealth Protection Strategies – detailed and tailored advice in relation to Life Insurance, Total & Permanent Disablement, and Critical Illness & Income Protection.
     

Outside of Regional, Kristy enjoys camping and travelling with her husband and 2 children.

Belinda Graham

Associate Financial Planner & Internal Para-Planner

Adv. Dip FP, Dip Digital Media, C.Dec

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Belinda has been in the financial planning industry since 2012, but also has over 15 years’ experience in a diverse work background of customer service sales, accounts, payroll, heavy haulage transport and earthmoving.

She joined Regional Financial Planning in May 2016 as an internal Para planner based in the Mackay office. In November 2018, Belinda was promoted to an  Associate Financial Planner role; in conjunction with her Para Planning role . Belinda maintains compliance documentation across the group to assist all planners across Regional Financial Planning to document the new and ongoing advice provided.

She has completed her Advanced Diploma of Financial Planning in November 2018, and her next project is the completion of a Graduate Diploma of Financial Planning.

 

Belinda has lived in the Mackay/Pioneer Valley district all her life, and enjoys painting and drawing; and when the opportunity arises, she loves to travel everywhere with her husband and children.

Christelle Stiemmie 

Internal Paraplanner

Dip.FP, Dip.BA - Assigned to RFP

Christelle joined the Regional team as a Client Services Administrator in April 2017 and has now transitioned into the role of para-planning.

Originally from South Africa, Christelle has lived in Mackay for the last 7 years. She holds a Diploma of Financial Planning, Certificate IV in Financial Practice Support as well as a Diploma in Business Administration. She is currently working towards completing her Advance Diploma in Financial Planning. She has well over 20 years of customer service experience.

Christelle, provides all Regional Financial Planning advisers by preparing all advice documentation for presentation to our clientele. 

 

You will most likely speak with Christelle when you call or visit our Mackay office, and she is more than happy to assist with any administrative queries you may have.

She loves the outdoors and when able uses any spare moment possible to off road with her husband in their Land Rover called Vonnie.

Amie Wiltshire

Client Service Administrator 

Assigned to Kristy Mitchell

Amie joined the Regional Financial Planning team as a Client Services Administrator in October 2016.

 

Originally from Brisbane, Amie moved to the beachside suburb of Yeppoon in Central Queensland in September 2016 with her partner and 2 kids to start a new adventure. They enjoy going to the beach, camping, fishing and four-wheel driving.

 

Although new to the industry, she brings with her over 10 years of customer service experience. 

 

Located in our Rockhampton office, Amie’s focus is to assist and provide efficient and effective administrative support and initiate client liaison in a professional manner. 

 

Amie is currently studying her Diploma in Financial Planning and is working towards one day being a Financial Adviser. 

Amy Feltell 

Client Service Administrator 

Assigned to Les Wigginton

Amy completed her Certificate I and II in Business Administration before joining the Regional Financial Planning team.  Based in the Rockhampton Office she started as an Administrator in June 2015.

With no previous experience in the financial services industry, Amy soon shown the initiative by using her work-based training, to be assigned to Les Wigginton.  She now assists his insurance-based clientele in an administrative capacity.

You will most likely speak with Amy when you call our Rockhampton office. She is the first point of contact by phone, with her pleasant and helpful demeanor she is more than happy to assist with any queries or direct you to the right person who can help you.

Amy was born and raised in Rockhampton by her two parents whom she idolizes. Outside of work Amy enjoys being close to the beach and playing hockey. Her passion for Hockey seen her jet off to the USA in 2017, for friendly matches with Wanderers Australia.  

Janet Smith 

Claims Administrator 

Assigned to Les Wigginton & Kristy Mitchell 

Janet joined Regional Financial Planning as a Client Services Administrator in January 2014 when Regional acquired the former JWK Business.  Janet has worked in the Financial Planning Industry for 11 years but has over 30 years of customer service experience and professionalism.

 

Janet has lived around the Central Queensland area all her life and is married with two children.   Janet and her family are very sports orientated, love the beach and to travel.

 

Janet provides administrative support to the Financial Planners in our Rockhampton Office and liaises with clients for claims administration.   Janet always strives to provide efficient and professional service to all clients.

MEET THE REGIONAL TEAM

Alex Beckmann

CFP, Dip.FP, Dip.BA, Dip.M
Assigned to Lindsay Richardson

Has recently joined the Regional Financial Planning team and is based in our Mackay office.  Alex brings with her over 25 years’ experience in the financial services industry where she was previously an authorised financial planner.   Alex has achieved a Certified Financial Planner (CFP) designation from the FPA and holds Diploma’s in Financial Planning, Management and Business Administration. 

 

Alex grew up around the central Queensland Hinterland. She married a local Mackay boy, has lived and raised her family in Mackay.   Alex and her husband enjoy travelling and have travelled Australia for 12 months in their caravan. They also love the country life where they raise cattle as a hobby.

After travelling Australia, Alex has returned to the industry to utilise her skills she developed during her career, in a Client Service Administration role.

 

During her time with Regional, Alex will be the assistant to Lindsay Richardson. You will most likely speak with Alex when you call or visit our Mackay office.  Alex is more than happy to assist with any general information and administrative queries you may have.

Tamara Romyn

Client Services Administrator

Tamara has been recruited to assist the Rockhampton office in all areas of general administration. She will predominantly provide our existing administrative team further support to ensure compliant client data is collected and recorded in our CRM.

 

Tamara will be a valuable addition to the Rockhampton administrative team with over 9 years customer service experience in the retail sector.  During this time, she was loyally employed by OPSM, progressing to the position of optical dispenser/assistant.

 

Tamara is eager to use these skills to move into the financial service industry with Regional Financial Planning.

 

Tamara is born and bred in Rockhampton and has two beautiful girls of her own.  Currently engaged and plans to wed in 2020. Outside of work her free time is spent at the beach and spending time with our family.

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RFPCQ Pty Ltd ABN 67 122 988 916, RFPNQ Pty Ltd 69 101 628 755 RFPLW Pty Ltd 61 123 530 245 trading as Regional Financial Planning, Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, Australian Financial Services Licence Number 230692 (“GWM Adviser Services”) of Level 1, 105-153 Miller Street, North Sydney NSW 2060.