P: 02 9997 6787

Our Team

Grant Simpson

Experience

Grant is a Superannuation, Risk Management and Investment specialist who has been providing advice on these matters for over 25 years.

Qualifications

Grant has completed the Diploma of Financial Planning in 2001 and has continuously been a CFP (Certified Financial Planner) since 2002. Whilst with Financial Wisdom he was elected Chairman of the Adviser Forum, representing over 400 advisers. On leaving Financial Wisdom in 2011 and becoming Independently licensed with Advice Evolution, Grant was a founding Director and is now Chairman of that group. Grant has completed additional SMSF, Corporate Superannuation and Gearing training to complement his existing qualifications.

Additional Information

After establishing his business in Perth over 25 years ago, Grant relocated to Sydney on the Northern Beaches to get married and start a family. He continues to help clients with all aspects of their financial requirements while growing Future Funds locally and throughout Sydney.

Financial Services Guide (FSG)

By law anyone who advises you or promotes financial products to you, has to have an Australian Financial Services Licence or be authorised by an AFS Licensee, and must provide you with a Financial Services Guide (FSG). This guide will help you decide whether our services are right for you.

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Brian Hade

Experience

Brian has provided financial and investment advice for 27 years with a focus on investing as opposed to saving, superannuation and income in retirement.

Qualifications

Brian is a Certified Financial Planner, holding the Diploma in Financial Planning, and a member of the Financial Planning Association.

Additional Information

Brian's approach is personal and works mainly on a referral basis. One of his original clients from 1984 is still in contact for further advice or just a chat.

Financial Services Guide (FSG)

By law anyone who advises you or promotes financial products to you, has to have an Australian Financial Services Licence or be authorised by an AFS Licensee, and must provide you with a Financial Services Guide (FSG).This guide will help you decide whether our services are right for you.


Amanda Simpson

Amanda has been working with Future Funds since January 1997. Amanda manages a number of areas including human resources, accounts department, payroll and marketing as well as being the events co-ordinator for Future Funds. Grant and Amanda have been married since 1994 and Amanda enjoys working 3 days a week.

Sharon Taggart

Sharon has been part of the Future Funds team since April 2008. Sharon's primary role is client liaison. From the initial contact with clients through to maintaining ongoing adviser client relationships, Sharon looks after the scheduling of appointments, preparation of application forms, Fund Managers contact and general day to day office duties.