» TEAM

The Late Geoff Orr

In memory 6 Oct 1955 - 22 Oct 2019

Geoff helped people manage their money for nearly 40 years, holding a number of senior management roles, most recently with Suncorp and MLC – and was an adviser for over 20 years.

His educational qualifications and professional affiliations were:

Diploma of Financial Planning from the Financial Planning Association of Australia and Deakin University
Bachelor of Science (Hons) in Chemistry and Business Administration
Associate of the Financial Planning Association of Australia

Geoff loved spending time with his family and all sports, particularly hockey and rugby league.

Sandra Goodwin

The Boss

sandra@brismm.com.au

I have been a part of BMM team since 2009, though have been involved with many of our existing clients since early 2000.

I started my career in the financial planning industry, as an office and administration manager with CUA Financial Planning in 2000 before becoming an integral part of the BMM service team in 2009.

I am a firm believer in communication and accountability, and love the social interaction that comes with helping clients.

In my spare time I spend time with my family, chooks and watching the Netball! (I hate football!)

Tristan Gamack

Financial Adviser

tristan@brismm.com.au

I started at BMM in 2009, applying for a casual role as a front desk administration assistant just after I started uni. In 2012, I graduated with a bachelor’s degree in Finance and International Business and was I was offered a full time job at BMM as a ParaPlanner. In this role I worked closely with Geoff to research, model and prepare financial plans for our clients.

In 2015 I became a qualified financial planner and since then have furthered my studies including Advanced Diploma in Financial Planning, SMSF Accreditation, Corporations Law and the Professionalism and Ethics in Financial Advice Course. I have also completed the FASEA Adviser Entry Examination.

Outside of work I enjoy sailing, cycling, watching cricket, gardening and spending time with my fiancé, son Patches (Budgie) and daughter Abbie (Border Collie).

Will Powis

Provisional Financial Adviser

will@brismm.com.au

I started with BMM in February 2018 while completing my bachelor’s degree in commerce, with a major in financial planning. Following this, I completed the Professionalism and Ethics in Financial Advice Course, The FASEA Adviser Entry Examination and in the final stages of the New Entrant Professional Year.

Once completed, I will be fully qualified financial adviser and look forward to helping clients to make their goals a reality. During my time with BMM, as an admin assistant, paraplanner and provisional adviser, I have developed wide range of experience in every aspect of financial advice and the work that goes on behind the scenes. This has helped me develop a passion for using these skills to support clients.

I have a love for travel and adventure, having backpacked throughout NZ, Asia & South America. I also am a qualified scuba diver and have jumped out of planes of multiple occasions. I spend my free time with friends and family and planning the next adventure!

TEAM