We’re here to help
With experienced, on-the-ground representatives in each state, our team is ready to support with everything from initial set-up and training to client onboarding and day-to-day operations. We're just a phone call away.
Not sure who to contact?
Request a call back and a member of our team will get back to you shortly.
Business Development Managers
Your day-to-day contact and a trusted pair of hands. Partnering with you from day one, they act as an extension of your team, providing advice and guidance, and assisting you with both your business and client strategies.
Retirement Specialists
The expert team ready to assist with retirement strategies for your clients – including calculations, modelling and scenarios, plus innovative retirement income streams. Available by phone or in person, our specialists will get to know your client base, help identify opportunities and help you workshop potential client retirement outcomes.
North Training Consultants
Experienced specialists available to support your introduction and access to the platform, ensuring a speedy onboarding. Our training consultants will save you time and hassle by customising a training plan for your support staff and offering dedicated transition support.
TAPIN Technical Services Team
Technical experts to help you and your support staff fine-tune your advice strategies; as well as understand the laws and regulations for a range of financial planning advice areas including Super, SMSF, Retirement, Income Streams, Centrelink, Aged Care, Redundancy Taxation and Small Business CGT.
While the team are experts, they are not licensed to provide tax or legal advice, review advice documents, trust deeds or wills, and can’t help with state-based legislation such as land tax or stamp duty.
Mon-Fri, 9am – 5:30pm (Sydney time)
Business Development Managers
Phil Anderson James Macken Catherine Cooke Veronica Vasquez |
Allister Hoffenberg Daniel Chatenay Michael Corcoran
|
QLD
Rob Gjorgioski Rachel Elfverson James Stone |
David Harris Brian Mooney
|
VIC
Ha-Dieu Ford Rory Toal Dario Bartolomeo |
Andrew Martin David Verlander
|
SA
Lee Lavelle Gareth Brown |
WA
Andrew Knight Bradley Briggs |
TAS
Ha-Dieu Ford David Verlander |
Other contacts
Regional Managers
NSW/ACT/QLD
|
Russ Hanlon |
|
VIC/TAS/WA/SA/NT
|
George Klisaris |
Retirement Specialists
Julian Place
|
What other advisers are saying
“At all levels, the North team delivers on what they say. If we have an issue, we can call David and rest assured it’s going to be solved. And if there’s anything he’s not 100% sure of, he’ll always find out and get back to us. Russ Hanlon also makes himself very available and goes above and beyond.”
Les McGuire, Future Proof Wealth
“When everything works and A plus B equals C, then happy days. But when things go wrong, consistency is key. The North support team is consistently exceptional, day in, day out. They’re knowledgeable, they come back with results and they’re easy to work with.”
Nicholaus Benson, KNR Investments
“If we ever have a hiccup and it’s something we can’t resolve ourselves, I can get the outcome I need in a timely manner. I love the fact there are different avenues to get outcomes. You can send an email, get on chat, call up or speak to your BDM.”
Darren Thomas, GroupGH Financial Planning
Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your personal objectives, financial situation or needs, and you should consider whether this information is appropriate for you before making any decisions. It’s important you consider your circumstances and read the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for you.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.