The Team

BSP_Sinclair_Nov2017_09

Norm Sinclair established Sinclair Financial Group in June 2013. He spent the previous 15 years working as a financial planner in various roles and businesses that have provided the perfect foundation to launch Sinclair Financial Group.

A genuine desire to make a financial difference in people’s lives, good listening skills and the ability to problem solve are key drivers in Norm forming long term quality relationships with his clients. Norm is supported by an Administration team and professional Para planning team to deliver a quality financial planning service to his clients.

Norm has a Diploma of Financial Planning and Masters of Financial Planning from Sunshine Coast University. He is an Associate Member of the Financial Planning Association and an Associate Member of the Superannuation Professionals Association of Australia (SPAA).

His focus is on providing financial advice to small business owners, professionals and individuals who are open to advice.

Norm is married to Jo-Anne and has two children. Away from the business, he enjoys running, cycling and swimming, competing in the odd triathlon. Norm has completed 3 marathons and the Port Macquarie Australian Ironman.

 

Kyle Medson – Financial Adviser

BSP_Sinclair_Nov2017_05

 

Stephen Vigh – Financial Adviser

180809 Stephen Vigh_B&W

Stephen has extensive experience in the Financial Planning industry and has held Senior Financial Adviser and Paraplanning roles with leading Australian Financial Planning groups. Stephen has also in the past managed and operated his own Financial Planning Practice.

Stephen is passionate about helping clients achieve their long term aspirations.  He joined Sinclair Financial Group in July 2018.

 

 

 

 

 

 

Mathew Barr – Financial Adviser

180809 Mat B_B&W (b)

 

Wayne Wilkes –  Paraplanning Manager

Wayne Wilkes

Having joined Sinclair Financial Group in October 2017, Wayne brings almost twenty years’ experience in the financial services industry, both in Australia and the UK.

Wayne works closely with our advisers to develop and maintain the most appropriate financial and investment strategies for our clients. He is passionate about financial analysis and research and is continually looking to improve his technical proficiency in order to achieve better client outcomes.

Wayne has completed a Diploma of Financial Services via the Chartered Insurance Institute (UK) and an Advanced Diploma of Financial Planning. Most recently Wayne completed his Graduate Diploma of Financial Planning (2017 Dux) and is currently continuing his studies towards the completion of his Masters of Financial Planning.

When not in the office Wayne enjoys spending time with his young family and is a keen watcher of cricket, soccer and rugby union.

 

 

Katherine Bondio –  Paraplanner

With over 12 years’ experience in financial services, Katherine enjoys providing clarity to clients about their current financial situation and helping navigate a path to their desired financial destination. Katherine is passionate about financial planning because it provides the opportunity to help real people achieve their life dreams through protecting and building their personal wealth.  She does this through building and maintaining client relationships based on mutual respect, integrity and honesty.

Using the combined expertise and knowledge of Sinclair Financial Group we find ways to make meaningful differences to the lives of our clients.

Katherine has an Advanced Diploma of Financial Planning from Kaplan and a Bachelor’s degree in Business from the University of Queensland.  She has recently completed further studies in Self-Managed Super Fund structuring and management.

 

 

Sarah Ralph – Paraplanner

Sarah Ralph

The most recent member to join the Sinclair Financial group team, Sarah comes to us with extensive financial industry experience.  Sarah is a passionate advocate for excellence and “best interests” in customer service and her position as Paraplanner enables her to assist Norm Sinclair in the delivery of this to all clients.  She has continued to accumulative industry knowledge through obtaining an Advanced Diploma of Financial Planning and continuing her business undergraduate degree through Griffith university.

Sarah loves the outdoors and Queensland’s summer weather, excluding the storms, and now calls Queensland home.  Rugby remains a contentious issue for Sarah but she has started to assimilate into the Queenslander code and make some headway in the weekly tipping competition.

 

 

Liz Gleeson – Client Services Administrator

Liz Gleeson

Liz joined our team in early 2016 when she moved over from Kruger’s Financial Services where she was employed for 7 years in an administration position to help support clients and the team. 

She enjoys her role at Sinclair Financial Group and her main focus is assisting clients and our team to ensure the business administration is carried out in a positive organized approach.  She enjoys being the friendly voice on the end of the phone when helping clients with their enquiries and completing the enquiry in a professional manner with a result that leaves our clients satisfied.   When Liz is not working, she enjoys spending quality time with family and friends, walking and enjoying the beautiful lifestyle that Queensland has to offer.

 

 

Click for Norm’s Adviser Profile

Click for Kyle’s Adviser Profile

Click for Stephen’s Adviser Profile

Click for Mat’s Adviser Profile

Click for Financial Services Guide  (FSG)

 

  • Coming Events
    We do not have any scheduled events at this time. However, it is our intention to hold seminars and webinars over the coming 12 months.


    Click to Read More
  • Financial Information
    Additional information relating to Ethics in Financial Planning and other general financial planning information and industry links.


    Click to Read More
  • Complimentary financial planning appointment
    Join our newsletter for financial updates and details to arrange your first appointment.