Our team
Real people, in your community
Advice is personal. You'll always know exactly who you're speaking with.
James Sherlock
Financial Adviser
Graduate Diploma of Financial Planning
James has been a financial adviser since 2012. His passion is to help his clients achieve their goals by providing quality advice to suit their individual needs.
James is fully qualified to discuss all areas in financial planning, including Superannuation, SMSF, Investments, Centrelink and Aged Care.
James is married to Jacinta, has three adult children — Rylah, Noah and Xavier — and enjoys spending time with family and friends.
Anna Neill
Office Manager
Compliance Officer
Anna is the office manager at Swan Hill Financial Planning and has over 13 years experience. However, her role doesn't stop at office manager.
Anna is also responsible for producing all advice documents that are presented to clients and has the vital job of compliance officer for James.
Anna is married to Craig and they have 2 adult children, Rhys and Alexa. They enjoy the great outdoors and catching up with family and friends.
Kristen Tonkin
Administration
Centrelink Queries
Kristen is the newest member of the Swan Hill Financial Planning team and will be the friendly voice you hear on the phone.
Kristen is responsible for all Centrelink queries as well as general administration within the office.
Kristen is married to Corey and together they have 4 adult boys — Chayse, Brodie, Logan and Parker — who keep them busy.