Financial Planning Team

Roy Hall

Diploma of Financial Services (Financial Planning)

Roy Hall is an authorised representative no. 254281 of ClearView Financial Advice Pty Ltd (“ClearView”) AFSL No. 331367.

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Roy is dedicated to helping people create and preserve wealth. The key to his success is the personal approach he takes to assisting clients with a wide range of services including comprehensive financial planning and risk management. He is well qualified to advise clients and has been helping them make appropriate decisions about their future since 1993.

As a result of the professional advice and service he provides, Roy has built a loyal following of satisfied clients. His practice continues to flourish thanks to clients recommending him to friends, family members and business associates.

Roy is authorised to provide you with advice in the following areas:

  • Deposit and Payment Products
  • Life Products
  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services
  • Retirement Saving Accounts (“RSA”) Products
  • Securities and Derivatives (advice and services are provided through an approved Broker)
  • Superannuation

Natalie Bourke

Office Manager

Natalie joined HFI in 2013 and brought 23 years of financial services experience with her. Natalie oversees the day to day running of the office whilst also assisting Risk and Finance clients alongside director Roy Hall. Natalie will process your Risk or finance application working with Roy to ensure that you have the most appropriate cover and 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 since 2005, bring over 15 years of experience to HFI. Elyse is responsible for managing and assisting our Financial Planning clients alongside our financial planner Roy Hall. She provides support for Roy assisting with the preparation of Statement of Advice documentation, implementation of strategies for clients whilst also assisting her portfolio of valued client with all of their enquiries and needs.   Elyse works in our office Monday – Thursday

Karen Mills

Professional Year Adviser / Client Service Officer

Karen has worked in the Financial Services Industry for the past 8 years and has completed a Bachelor of Business majoring in Financial Planning. Karen provides support in all areas of the office dynamics for the processing her of her valued clients new and ongoing business. She is also a claims specialist and is passionate about supporting her clients through the difficult process whilst striving to ensure the process is stress fee so they can focus on their recovery. Currently Karen is also completing her Professional Year to qualify as a financial adviser.