John Francis CFP®
Principal Financial Adviser
John is a Certified Financial Planner® with over 17 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
Senior Financial Adviser
Hamish has recently merged his business with Halcyon Wealth Advisers and brings over 13 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®
Malcolm is a Certified Financial Planner® with over 15 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®
Sean is a Certified Financial Planner® with 25 years in Financial Services including over 12 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.
Timothy Cummins BBus CFP®
Timothy provides tailored, holistic and strategic solutions to reach his clients lifestyle and retirement goals. This is developed through building deep relationships and empowering clients to make superior wealth management decisions for enduring financial advantage.
As well as having over 7 years of experience within Financial Advice, Timothy is a Certified Financial Planner®, a SMSF Specialist Advisor® and holds a Bachelor of Business from the University of Technology, Sydney.
Particular professional interests include the behavioural aspects of finance, investment portfolio construction and inter-generational wealth transfer. Outside of finance, Timothy has passions in both cricket and AFL.
Liz Hughes brings over 22 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.
Belinda has been a key member of the team for over 20 years. At a practice management level, she is responsible for the overall operation of our firm and day to day running of the Halcyon office.
She also works closely with the financial advisers, managing key client and stakeholder relationships and overseeing the more complex administration functions encountered within their portfolios.
Belinda holds a Diploma of Financial Services.
Sandra has been in the Financial Services Industry for over 20 years and holds a Diploma of Financial Planning. She has held various positions during that time such as Superannuation Advisory Officer, Call Centre Manager and Compliance Analyst.
Sandra works closely with the advisers, managing clients, implementing processes and monitoring compliance obligations.
With over 7 years’ experience in the financial services industry, Tom joined the team in early 2020. He has previously worked in the wealth management arm of one of the ‘Big Four’ banks and holds a Bachelor of Finance.
Eva has been working in the Financial Planning Industry since 2014 and holds a Diploma of Financial Planning.
Eva has worked alongside Hamish for the last 6 years and in that time has taken on many roles including Client Service Manager, Paraplanner and Adviser Associate. She works closely with Halcyon Advisers and looks after a range of compliance and administration functions as an Adviser Associate.
When not at work, Eva enjoys soaking up the Sydney sun and playing tennis.
Hayley has been working in the Financial Planning Industry for over 12 years and holds a Diploma of Financial Planning. She has held various positions during that time such as Receptionist, Client Service Assistant and Adviser Associate.
Hayley joined Halcyon in 2021 on a part time basis and when not at work, she is kept busy looking after her three young daughters.
Leanne is our part-time Communications Manager. She has over 15 years’ experience in brand management and marketing and enjoys working with the team to create communications that enhance our client experience.
Adviser Assistant / Client Services
Petrina has been working in the financial services industry as an assistant since 2004. Originally joining the Halcyon team in 2010, she left to enjoy 4 years of motherhood. She has since returned to our team in 2020.
Petrina’s role at Halcyon is to provide assistance to both adviser and clients in all matters regarding client reports and administration queries.