John Francis CFP®
Managing Director & Senior Financial Adviser
John is a Certified Financial Planner® with 24 years of experience in the financial planning industry.
A principal of the business, John and Peter formed Halcyon in 2007 with the amalgamation of their respective businesses.
John believes in building long-term relationships with his clients and understands the need to provide a value oriented, holistic financial planning service.
John works closely with his clients to prepare and implement comprehensive risk management, investment, retirement and estate planning strategies.
Hamish Pearce BCom ADFS
Director & Senior Financial Adviser
Hamish has recently merged his business with Halcyon Wealth Advisers and brings over 16 years of experience to the team.
Driving him is not only his desire to create and protect his client’s wealth, but to ensure that they sleep well at night, knowing that they are in safe hands.
Developing trusted and strategic bonds is also an important part of each and every client relationship and many will attest to having exactly that with Hamish.
Whether you are setting yourself up in your early 30’s, looking to consolidate in your 40’s, seeing a light at the end of the tunnel in your 50’s or hanging up your boots, Hamish is sure to be able to assist you in one way or another when it comes to your finances.
Married to Kimberley with 3 boys, Hamish enjoys all kinds of sports and generally running hard when it comes to life at large.
Hamish is a founder and director of The MonSTaR Foundation which has raised over $4m for kids with disabilities, while also diverting funds to Motor Neurone Disease treatment and research.
Malcolm Greentree BBus CFP®
Partner & Senior Financial Adviser
Malcolm is a Certified Financial Planner® with over 20 years’ experience providing quality advice to clients.
Malcolm began working in the financial services industry in 2001, gaining solid strategic, technical and product knowledge around various financial strategies for all stages of life. He works with clients in developing strategies that will improve their financial health by reducing financial uncertainty, not to sell them financial products.
Malcolm’s strongest skill is in translating complex advice strategies into tailored and easy to understand financial plans ensuring that financial advice remains accessible and achievable for everyone. In doing so Malcolm has built a solid reputation within the industry and has many long-term client relationships that span multiple generations within families and communities.
Sean McGrath CFP®
Partner & Senior Financial Adviser
Sean is a Certified Financial Planner® with 28 years in Financial Services including over 15 years working with clients to improve and achieve their financial Goals
Sean enjoys working with clients who realise that they need a financial partner – someone who can develop the right financial strategy, to improve and protect their financial future
Sean specialises in Investment, Superannuation and Retirement strategies, Full risk management advice, and the education of individuals who want to learn how they can reach their financial freedom.
Liz Hughes CFP®
Senior Financial Adviser
Liz Hughes brings over 24 years experience within the financial planning industry and has worked in a variety of businesses ranging from very large corporates to operating as a sole practitioner. She is passionate about providing individuals with tailored strategies to drive customised results.
Liz has the specialist knowledge required to help clients successfully navigate Australian tax, superannuation and social security laws, invest appropriately, and prepare more effectively for retirement.
Liz is a straight talker who takes a down to earth approach and she is happy to meet with you face to face, or liaise with you via online meetings, phone or email to provide a service that’s right for you.
Her mission is to help clients plan an enjoyable retirement and provide the certainty they need to pursue the lifestyle they want and her planning philosophy is to get the best outcome for clients in the most straightforward way possible.
Peter Mullens CFP®
Peter has spent his whole working life in the financial services industry commencing at MLC in 1965 straight from school. Peter subsequently moved to the advice side of the business in 1970 as an Insurance and Superannuation Consultant and then moving into broader financial advice from 1978.He formed Peter Mullens and Associates Pty Ltd in 1977 as a boutique Insurance and Superannuation business providing advice to a wide range of clients.
Whilst Peter understands the needs of a broad range of clients at different stages in their life cycle, he specialises in developing retirement strategies, particularly through the effective use of Self-Managed Superannuation Funds for high net worth clients. In recent times this service has become more focused on maintaining his long-term clients and selected client referrals, whilst he continues to provide investment and strategy expertise across the broader Halcyon business.