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Introducing your local financial planner

  
 

Circle provides you with access to our financial planning partners, Bridges. Bridges have ben helping Members reach their financial goals for over ten years. Each branch has a different financial planner, we would like to introduce you to your planning team.

  
 
   

Deer Park Planner

Sam Zappulla has worked in the financial services industry for over 40 years and has been a financial planner with Bridges since 1998.

Sam is a Certified Financial Planner and holds a Diploma of Financial Planning and a Post Graduate Diploma in Banking and Finance with Monash University.

Sam is committed to building long term relationships with Members by providing them with the best in professional advice and personal ongoing service.

Sam is available on site at Circle most Thursdays between 10.00am and 1.00pm by appointment. If you would like an introduction to Sam, simply contact our friendly Member Service Team on 1300 553 582 or click here to fill in your details.

 

Gibson Island Planner

Aaron Roberts joined the Bridges Brisbane office in 2006 as part of a successful and experienced financial planning team with a combined total of over 50 years experience in the financial services industry.

Aaron holds a Diploma of Financial Services (Financial Planning) and specialises in tax-effective investing and retirement planning and personal insurance advice.

Aaron is available on site at Gibson Island every Wednesday and is available by appointment. If you would like an introduction to Aaron, simply contact our friendly Member Service Team on 1300 553 582 or click here to fill in your details.

 

Kooragang Island Planner

Frank Bortkevitch has worked in the financial services industry for over 25 years and has been a financial planner with Bridges since 1991.

He holds a Masters Degree in Business Administration and is a Certified Financial Planner. Frank is a member of the Financial Planning Association of Australia (FPA)
and is also a Justice of the Peace.

Frank has experince in all areas of financial planning and provides professional advice on superannuation, retirement planning incorporating Centrelink, tax-effective investing and stockbroking.

If you would like an introduction to Frank, simply contact our friendly Member Service Team on 1300 553 582 or click here to fill in your details.

 

  

 
 
 
 
 

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Circle Credit Co-operative Ltd

ABN: 46 087 650 968

AFSL: 243335

BSB: 803152