About Us

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


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 Planning Association of Australia (FPA)
  • Mortgage & Finance Association of Australia (MFAA)
  • Australian Institute of Company Directors (FAICD)
  • Association of Financial Advisers (AFA)
  • SMSF Professionals Association of Australia (SPAA)
  • Corporate Super Specialist Alliance (CSSA)
  • Fellow of National Institute of Accountants (NIA) and is a
  • Justice of the Peace, registration number 103615 (NSW)

He holds the following academic qualifications:

  • Bachelor of Business,
  • Master in Applied Finance and Investment,
  • Doctor of Business Administration,
  • Diploma of Management Studies;
  • Statement of Attainment – Direct Equities through Integratec,
  • Self Managed Super Funds – Kaplan
  • Fellow Financial Practitioner designation – AFA
  • Real Estate Agent (Licence No: 20141229)

Authorised representative number (issued by ASIC) 239509.


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).

Paul Mann

Paul Mann Financial Planner

Paul has been providing financial advice to clients since 2000 and has been involved in Financial Services and Financial Markets for the past 25 years. He is a Director of True Direction Financial Pty Ltd. His Authorised Representative Number issued by ASIC is 276270.

He specialises in providing advice in the following disciplines:-
  • Managed Investment Scheme products (including IDPS);
  • Superannuation
  • Investment Life Insurance products;
  • Life Risk Insurance products;
  • Deposit and Payment products (including basic and non-basic products);
  • Government debentures, stocks and bonds;
  • Retirement Savings Account products;
Paul is a Justice of the Peace (NSW) and holds the following qualifications:
  • Fellow Chartered Financial Practioner (AFA) FChFP)
  • Diploma in Financial Planning (Dip FP)
  • Margin Lending and Geared Investments Program Direct Equities Accreditation
  • ASX Listed Products Accreditation (LPAC)
  • Accredited Tax (Financial) Adviser – TASA
  • Certificate IV Mortgage Broking (Cert.IV FMB)
Paul is a member of the following professional associations:
  • Association of Financial Advisers (AFA)
  • Workplace Superannuation Specialist Australia (WSSA)
  • Tax Practitioners Board (TPB)

Catherine Navarro

Catherine Navarro Financial Planner

Cath has been involved in the financial services industry since 1998 and has been an Authorised Representative since 2003. She is a Director of True Direction Financial Pty Ltd. Her Authorised Representative Number issued by ASIC is 239459.

She specialised in providing advice in the following disciplines:-
  • Managed Investment Scheme products (including IDPS);
  • Superannuation
  • Investment Life Insurance products;
  • Life Risk Insurance products;
  • Deposit and Payment products (including basic and non-basic products);
  • Government debentures, stocks and bonds;
  • Retirement Savings Account products;
Catherine is a Justice of the Peace (NSW) and holds the following qualifications:
  • Fellow Chartered Financial Practitioner (AFA) (FChFP)
  • Advanced Diploma in Financial Services (Financial Planning) (Adv Dip FS (FP))
  • Bachelor of Commerce (B Com)
  • ASX Listed Products Accreditation (LPAC)
  • Certificate IV in Finance and Mortgage Broking
  • Accreditation Accredited Tax (Financial) Adviser – TASA
Cath is a member of the following professional associations:
  • Association of Financial Advisers (AFA)
  • Workplace Superannuation Specialist Australia (WSSA)
  • Tax Practitioners Board (TPB)

CONSULTANTS

Andrew Keay

Andrew has been involved in the Financial Services Industry since 1990 and has providing financial advice since 2012. He specialises in Aged Care Strategic Advice and acts as a consultant to Virtue & Partners.

Arthur Pringle

Arthur is a retired Adviser of Virtue & Partners. He acts as a Lifetime Ambassador of Virtue & Partners and is a Member on our Advisory Board.

Brett Wheatley

Brett is a retired Adviser of Virtue & Partners. He still provides marketing services and strategic advice to the practice from time to time.


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