Administration Team

Natalie Bourke

Office Manager

Natalie joined HFI in 2013 and bought 23 years of financial services experience with her. Natalie is our Office Manager, she oversees the day to day running of the office whilst also managing our finance clients with our finance broker, Roy Hall. Natalie will process your finance application and will work with Roy to ensure that you have the most appropriate finance strategy for your circumstances. With the experience and knowledge Natalie brings to the office you can rest assured you are in the best hands!

Elyse Freeman

Financial Planning Assistant

Elyse has worked in the financial services industry for the past 12 years. Elyse is responsible for managing the Financial Planning clients alongside our financial planner Roy Hall. She provides support for Roy assisting with the preparation of Statement of Advice documentation and implementation of strategies for clients. Currently Elyse is completing her Diploma of Financial Services (Financial Planning).

Elyse works in our office Monday – Thursday

Tammie Rohweder

Administration Assistant

Tammie joined our team in June 2017, and works in all areas of administration in our office. Tammie assists both the financial planning and finance teams ensuring that all our clients receive the best customer service experience we can offer! Tammie is also responsible for following up claims with both our clients and the insurers ensuring the process is as smooth as possible. She is also in the process of completing her Diploma in Financial Services to assist her knowledge within the company.
Tammie is full time and works Monday-Friday, when you first contact our office you will be greeted by her.

Jo-Anne Jackson

Administration Assistant

Jo-Anne Jackson is one of the administration assistants within HFI. She is responsible for the general administration duties within our office and for answering our client’s general enquiries.
Jo-Anne also assists with scheduling client finance reviews and data entry. She also corresponds with clients and lenders to ensure that that all outstanding finance requirements/enquiries are attended to in the time frames expected.
Currently Jo-Anne works in our office Monday and Wednesday.