Ironbark Advice Tamworth

Ironbark Advice is comprised of wholly owned entities of Ironbark, including Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd. Ironbark Advice has a leadership team including Anthony Lyons (Head of Client Solutions), Catherine Duff (Head of Projects Office), Chris Ogilvie (Chief Investment Officer), Damien Mifsud (Head of Lending), David Gill (Head of Analytics & Innovation), Justin O'Donoghue (Chief Operating Officer, Ironbark Advice), Lexi Glover (Head of Strategic Execution), Rebecca Mossman (Head of Financial Advice), Steve Fort (Chief Executive Officer, Ironbark Advice) and David Stephen (Executive Director, Strategy and Growth). Ironbark Advice offers financial advice, lending, wealth and protection services.

In Tamworth, this practice handles superannuation and aged pension matters, with Andrew McCormack named in both accounts. He is described as excellent while completing an annual pension update for a couple, and as pleasant to deal with alongside the staff. Financial planning, superannuation consulting, pension guidance and investment advice are among the services reflected in the feedback, which centres on home visits and a patient, personal manner from Andrew McCormack and the team.