MEET THE REGIONAL TEAM

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.

Kristy Mitchell
Practice Manager
GradDip FP, Dip.B, C.dec

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 Graduate Diploma in Financial Planning. She holds an Advanced 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.

Jeffrey Lanyon

Financial Adviser

Adv.Dip.Fs (FP)

Jeff is a passionate CQ local with over 14 years of Financial Services experience. He is located in our Rockhampton office.

He holds an Advanced Diploma of Financial Planning and he is currently studying towards a Graduate Diploma in the same field.

He loves client interaction and relationships built within the advice process. 'I work with clients to understand and unearth their lifestyle & financial goals'.

With your Best Interests in mind, he provides financial strategies tailored to achieve your desired goals.

He 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 work Jeff enjoys Crossfit and spending time with his beautiful girlfriend and dog.

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.

Alex Beckmann
Client Services Manager
CFP, Dip.FP, Dip.BA, Dip.M

Alex 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 assisting our Advisers and the Mackay clients. 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.

Carley Saunders
Client Services Administrator

Carley joined the Regional Financial Planning team as a Client Services Administrator in 2019.

Carley loves going to the beach, camping, fishing and four-wheel driving.

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

You will most likely speak with Carley 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.

Janet Smith
Client Services Administrator

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 Les Wigginton's clients in our Rockhampton Office and liaises with clients for all their needs. Janet always strives to provide efficient and professional service to all clients.