Our Team

ASIC: 235710

Greg is the Chief Executive of Eureka Whittaker Macnaught. He has been a Certified Financial Planner since 1998 and has an impeccable record of delivering quality advice to thousands of Australians over a 30 year period. He is a member of the Financial Adviser Association (FAAA) Conduct Review Commission, an FAAA Fellow, and has been FAAA national conference chair. Greg is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.

ASIC: 235711

Andrew is a Senior financial planner and the Finance Director of Eureka Whittaker Macnaught. Andrew is a self-managed superannuation expert after qualifying as an SMSF Association specialist SMSF Advisor in 2005. Andrew has a passion for creating successful Retirement Road Map plans for individuals, families and small business owners as they look to transition away from the workforce towards the next chapter of their lives. Andrew leads a highly effective team looking after high net wealth families and successful small business operators developing deep and trusting relationships. Andrew is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

ASIC No. 1283284

Tim has worked in financial services since 2017 and has experience in superannuation, insurance, retirement funding and investment advice. Whilst Tim has the aptitude to provide advice in all of the above areas, he specialises in providing pre-retirement advice to individuals and couples aged between 50 to 65 who are looking to ensure they are appropriately positioned to live the life they want in retirement. Tim has completed a double degree in Commerce and Applied Finance – Professional Accounting, a Graduate Diploma of Financial Planning and the FASEA Professional Year. With his strong attention to detail and focus on delivering excellent outcomes for clients, Tim’s career is progressing quickly.

ASIC No. 1245113

Ben began his career in the financial services industry with Eureka Whittaker Macnaught in 2011, after moving to Australia from the UK in 2010. Deciding to settle here, Ben has worked his way up through the business across a number of roles, which equipped Ben with all the necessary skills to excel in his role as Financial Planner.Ben draws motivation from seeing clients achieve their goals and aspirations and believes in long term relationships with clients, helping them to stay on track through all of life’s ups and downs. Ben is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

ASIC: 1308290

Julian began his financial planning career with Eureka Whittaker Macnaught in 2019. He is about to complete his Professional Year under Greg Cook’s supervision. He has completed a Degree in Commerce majoring in Economics, and a Graduate Diploma in Financial Planning. Julian enjoys building long-term relationships, especially with pre-retirees, delivering great value as they transition to the next phase of their lives.

Julian is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

ASIC: 440970

Sally is a Certified Financial Planner, and General Manager, Advice/Operations of Eureka Whittaker Macnaught. Sally has worked in financial planning since 2001. Prior to joining Eureka in 2013, she worked with Whittaker Macnaught for 9 years. Sally is highly motivated to assist clients in achieving what is important to them, and believes in tailored financial advice, not a one-size-fits-all approach. Sally is one of Eureka Whittaker Macnaught's Aged Care Specialist planners. Sally is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

ASIC: 1240905

Joanna began her career in the financial services industry in 2005 in UK retail banking. Having settled in Australia, Joanna began working with Whittaker Macnaught in 2012 and continued with Eureka Whittaker Macnaught in 2013.

Joanna enjoys getting to know her clients and helping them achieve their aspirations through holistic and tailored financial planning. She seeks to empower her clients to make sound financial decisions which are in their best interests. Joanna believes in strategic financial planning that is reviewed and adjusted as life changes. Joanna is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

ASIC: 293784

Amber’s financial services experience spans over 20 years, having held positions in lending, paraplanning and Financial Planning within major Australian businesses. She aims to be your trusted financial adviser, to offer a sounding board for your ideas, to challenge you to achieve your goals, to support you through difficult times, and to celebrate with you. She enjoys solving financial planning challenges, especially helping small business owners and professionals create their financial future. In addition, Amber has a particular interest in empowering women through financial literacy.

Amber is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Liam Roche joined Eureka Whittaker Macnaught in 2019 as a paraplanner and has since commenced progressing into a financial planner role. He holds a degree in financial planning from the University of Technology Sydney and is a member of the Financial Planning Association of Australia. Liam enjoys working with wealth accumulators, pre-retirees and retirees to help them achieve their financial goals and aspirations. He is passionate about providing holistic and personalised advice that covers all aspects of wealth creation, protection and distribution.

ASIC: 1270242

Joining the team in 2015, Andrew hails from a strong analytical background and holds a Master’s Degree in Economics from the University of New England and a Graduate Certificate in Management as well as membership to the Association of Financial Advisers. Andrew’s attention to detail and thorough approach, coupled with his natural ability to build rapport quickly, enables him to best support his clients with their financial health.
Andrew has a passion for helping people with retirement and maximising their opportunities in the golden years of life – from navigating through available tax and Centrelink benefits, and improving their aged pension benefits.
Andrew Taylor is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190

ASIC: 453009

Kevin’s expertise lies in connecting with each client on a personal level to help them build a clear understanding of the options and opportunities available to them.
With simple step by step advice, Kevin strives to help his clients eliminate debt before retirement and is innovative in finding solutions to challenging problems.
A long-standing member of the Blue Harbour team, Kevin has worked in the financial services industry since 2001. With an Advanced Diploma in Financial Planning, Kevin is a member of the Financial Adviser Association (FAAA).
Kevin Malcolm is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190

ASIC: 447510

Anthony’s background in both the financial planning world and time in the defence force has shaped his drive to show others how solid financial planning strategies can make a substantial difference.
With a Bachelor of Economics and a Diploma of Financial Services (Financial Planning), Anthony is working towards his Master of Financial Planning, furthering his financial knowledge to share with his clients.
Anthony offers straight talking tailored advice without the jargon, to help clients understand their options and opportunities. Anthony helps singles, couples and families to shore up their financial future, with a particular focus on helping members of the Australian Defence Force and Emergency Services.
Anthony Kane is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190

ASIC: 1002793

David provides his clients with personalised financial advice that helps them protect what’s important and achieve their savings and retirement goals.
Prior to joining our Blue Harbour team in 2021, David was employed by Commonwealth Bank Australia for more than 20 years, the last 17 as a financial planner.
He brings experience and expertise across a wide range of financial advice areas, including wealth accumulation and personal protection, pre and post retirement planning and financial planning for aged care.
David’s career is characterised by his genuine interest in building strong relationships with clients. He keeps things simple and provides clear explanations of what can sometimes be complex financial matters.
David Cooper is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190

ASIC: 1299629

Kate provides sound financial advice, with a specialism in superannuation and retirement planning, Kate enjoys sharing her wealth of experience with her clients.
Joining the Blue Harbour team in 2022, Kate has completed her Bachelor of Financial Planning (CQU) and her Diploma of Financial Planning, alongside certification in Self-Managed Super Funds and Margin Lending.
A proud recipient of the FPA Women in Finance Scholarship 2022, Kate holds an impressive ability to make money work to meet her client’s needs. Building strong relationships, coupled with an ability to intuitively comprehend an individual’s money story, is characteristic of Kate’s talent in finding solutions, to meet an individual’s financial goals.
Kate Price is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190

Blake Roberts has been with the Blue Harbour team since 2003. A non-practising Certified Financial Planner with the Financial Advice Association Australia (FAAA) , Blake holds a Bachelor of Mathematics (Finance) degree and an Advanced Diploma of Financial Services.
Blake’s extensive experience and natural instinct for finance now sees him working behind the scenes, reviewing financial advice, Blue Harbour’s investment selection, and improving business operations.

As the founder of Blue Harbour Financial Partners, Todd Hitchcock leads the strategic agenda, the operations and the team. A familiar face to most of our regular clients, Todd’s innovative vision and fresh outlook has been a driver of Blue Harbour’s success to date.
Keen to share his market leading thinking and strategic leadership, Todd is known for his astute understanding of each client’s financial position and instinctively understands how to positively impact their financial future.
Having worked in the financial services industry since 1985 and been a Financial Planner since 1992, Todd holds a Diploma of Financial Planning from Deakin University and a Diploma of Financial Markets from the Securities Institute of Australia.