Our Team

Chester Macdonald – Advisor

Chester Macdonald
Education

Diploma of Financial Planning (DFP)
Affiliate of Insurance Institute (AAII)

Experience

Chester Macdonald (note¹) has been providing advice to clients for 28 years.

In his early years he specialised in risk insurance, key man insurance, business protection strategies and providing solutions to secure families against traumatic events.

In 1986 he obtained his full authority and commenced providing investment advice to the broader community.

Chester’s success as an Adviser has been recognised at State and National level on numerous occasions. His experience has led to invitations to present at industry conferences both nationally and internationally.

He has been accountable for the advice he has given his clients for over 20 years.

Penny Bryant – Paraplanner

Penny Bryant
Education

Diploma of Financial Services (DFS)
Bachelor of Education (Primary)

Experience

Penny began her working career as a teacher, and now uses her research and strategy skills as Harvard Wealth’s paraplanner

Michele Rook– Reception/Client Services

Education
Bachelor of Business Degree

Experience
Over 20 years experience as a tax accountant in the Rockhampton area. This experience brings with it an understanding of the fundamentals of financial planning and the relationships which can be developed with clients over many years.

¹ Harvard Wealth Management Pty Ltd ABN 89 133 303 447, trading as Harvard Wealth is a Corporate Authorised Representative of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951)

Why we're different

How do you benefit from the Harvard Wealth difference?

Knowledge – by understanding and applying our knowledge, you can make an informed decision on your investments.

Experience – you can be confident in our experience to provide you with direction and advice.

Old fashioned values – Loyalty, trust, transparency – and the values that inspire confidence.

You are first in everything we do – our business is about supporting you and assisting you in securing your future.

A genuine care for people, for you – this is our culture.

Openness and transparency – proactively providing information, even if you don’t realise you need it.

Existing clients’, and other professional’s confidence and pride is demonstrated in the referrals they provide.

Continued learning enables you to keep abreast of trends. Our quarterly seminars provide the perfect opportunity to refresh your knowledge and learn new information.

Flexibility of service levels allows us to match your needs and objectives through choice of statement periods in email or hard copy – what suits you?

Seminars

Learning and updating your knowledge creates choices on investments or situations that may arise.

Held every 6 weeks, these seminars cover topics like:

Fundaments of financial planning

Retirement

Redundancy

Other issues dealing with investment and wealth creation.

Please see our Events Calendar for upcoming dates and locations.

Send An Enquiry

We’re here to help. Phone us on 07 4922 4548 or email us your question now. If you would like an information kit sent to you please say so in the comments & leave your address.

Contact Us