About Us

The team at Virtue & Partners

The Virtue & Partners team: (L to R) Haydn Dale, Debbie Lykles, Cassandra Virtue, Matt Sutton, Arthur Pringle, Fiona Goodland, Louise Fletcher, Brett Wheatley, Tony Virtue

Our team of advisers are all equity partners in the business and have a wealth of industry experience gained over many years. They are supported by a number of support staff who are committed to the highest level of customer service and ongoing client engagement.

The members of our team of advisers are:


Haydn Dale

Haydn Dale, a financial consultant at Virtue & Partners. MFAA -AMC
Finance Consultant
haydn.dale@virtueandpartners.com.au

Haydn Dale has a background in business banking having previously held senior management roles at the NAB and St George Bank.

Haydn specialises in giving advice in the following disciplines:

  • residential mortgages
  • commercial mortgages
  • property development finance
  • leasing

Haydn is an accredited mortgage consultant and a member of the MFAA. He holds the following qualifications:

  • Graduate Diploma in Finance and Accounting
  • Associate Diploma in Applied Finance


Arthur Pringle

Arthur Pringle, a risk specialist and principal. Risk Specialist and Principal
arthur.pringle@virtueandpartners.com.au

Arthur Pringle has been providing financial advice to clients since the 1970's.

Arthur loves a game of golf and gardening.

He is also a JP who specialises in giving advice in the following disciplines:

  • Wealth Creation
  • Retirement Planning
  • Personal Insurances
  • Debt management
  • Corporate Superannuation

His Authorised Representative Number issued by ASIC is 239475


Matthew Sutton

Matthew Sutton, a financial adviser (advisor).

Financial Adviser
matt.sutton@virtueandpartners.com.au

Recently Matthew has complete extra study in applied psychology and is now offering personal counselling services.

Matthew has been providing financial advice to clients since 1982.
Matthew specialises in giving advice in the following disciplines:
  • Wealth creation
  • Personal superannuation
  • Personal insurances
Matthew has served on the Board of the Association of Financial Advisers as NSW State Director and was a past Top of The Table Member of the M.D.R.T.
Authorised representative number (issued by ASIC) 239495


Dr Anthony D Virtue

Wealth adviser and principal Dr Anthony D Virtue.

Watch Tony's video profile


CFP, BBus, MAppFin, DBA FAICD
Wealth Adviser and Principal
tony.virtue@virtueandpartners.com.au


Tony has been advising clients for in excess of 20 years and is a long standing Certified Financial Planner. He has a keen interest in corporate philanthropy and is actively involved in a number of industry bodies representing non-instituationally owned practices. Tony is a responsible manager of this Licensee.

He is a long time resident of Manly and enjoys the local lifestyle and quality time with his daughter. His hobbies include field Hockey and ballroom dancing.

Tony holds a Doctorate in Business Administration and is an active fellow of the Australian Institute of Company Directors, including a number of non-executive appointments.

Tony specialises in giving advice in the following disciplines:

  • Wealth creation
  • Retirement planning
  • Debt management
  • Self-managed super funds
  • Corporate superannuation
  • Personal insurances
  • Business insurances
  • Succession planning
  • Estate planning

Tony holds the following professional designations:

  • Financial Planners Association (CFP)
  • National Institute of Accountants (MNIA)
  • National Institute of Directors (FAICD)
  • Accredited Mortgage Broker (MFAA)
  • Justice of the Peace in NSW (No. 103615)

He holds the following academic qualifications:

  • Bachelor of Business (Financial Planning with distinction) - RMIT
  • Masters of Applied Finance - Macquarie University
  • Doctor of Business Administration - Australian Graduation School of Business/USQ

Authorised representative number (issued by ASIC) 239509.


Brett Wheatley

Brett Wheatley, risk specialist. Risk Specialist

Brett has been involved in the Financial Services sector since 1985, including more than 20 years working for leading global organisations. He is also Managing Partner of Wheatley Virtue Pty Ltd, a Corporate Authorised Representative (Number 443911) of Amalgamated Financial Services Pty Ltd, which operates as a joint venture consultancy service offered to Virtue & Partners clients.

Brett is an accomplished competition golfer who enjoys spending his spare time with his wife Rita and three adult children.

Brett specialises in providing advice in the areas of:

  • Wealth Creation and Protection
  • Personal and Business Insurances
  • Risk Management

Brett holds the following academic and industry qualifications:

  • Master of Management
  • Associate of the Australian Insurance Institute
  • Diploma in Financial Planning

He is also a Justice of the Peace for the Supreme Court of New South Wales (JP 102341).

His Authorised Representative Number issued by ASIC is 265193.


Fiona Goodland

Fiona Goodland, an account executive. Financial Planner

Fiona joins us with corporate and client services experience gained within the insurance and professional services sectors, globally.

As a member of our practice since 2013, Fiona supports our business in the following areas:
  • Providing financial advice to our corporate and individual clients in the areas of retirement planning, superannuation, mortgage lending, personal insurance and wealth creation strategies
  • Para-planning – developing individual advice documents
  • Implementation and review of personal advice strategies
Qualifications
  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Certified Financial Strategist
  • Studying towards Masters in Applied Finance
Personally
Fiona is an avid bush runner and lives in Manly with her young family. Fiona volunteers within the local community in a variety of administrative and sporting functions and is currently the Secretary of the Ocean Beach Precinct Committee – (Manly Council).

Getting in touch with us is easy. Simply call us today on (02) 9977 8800 (for our Manly office) or (02) 9223 0277 (for our Sydney office). All of our business contact details can be viewed on our Contact Us page.

Virtue & Partners. Celebrating 25 years in the industry: 1990-2015.

Amalgamated Financial Services Pty Ltd T/A Virtue & Partners ABN 42 060 673 814 | AFSL 407238

Manly Office
Suite 107, 37-39 The Corso
MANLY NSW 2095

P (02) 9977 8800
F (02) 9977 8811