Simon Carrie

Director & Senior Financial Planner

Simon joined the financial planning industry in 1997. Simon has the unique ability to explain often technical concepts in client friendly language. Prior to joining the financial services industry Simon worked in various senior roles in Banking and Finance. Simon holds a Diploma of Financial Planning and is also a Commissioner of Declarations.

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Jason Seaby

Director & Senior Financial Planner

Jason appreciates the importance of maintaining a strong ongoing relationship with his clients and he achieves this through open and regular communication. Jason holds a Diploma of Financial Planning. He also holds a Bachelor Degree of Mechanical Engineering.

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Brent Niszczot

Senior Financial Planner

Brent is based in our Newcastle office, located in Beresfield NSW. He has been working in the Financial Planning industry since 2008. Brent, enjoys being a part of the local community, helping his clients simplify and control their personal, financial and lifestyle needs. Also, working with them to educate and help understand where they are at, where they want to go, and to guide them along the way with reviews of their goals they wish to achieve.

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Stephen Tilley

Senior Financial Planner

Stephen has been in the financial planning industry for 21 years. Stephen believes very strongly in the client and planner relationship, and he strives to develop trust and rapport with all clients. Stephen communicates strategies and solutions to clients in a down to earth manner which is easy for them to understand. Stephen provides advice to all client demographics, but he specialises in retirement planning and Centrelink strategies. Stephen holds an Advanced Diploma and is a Certified Financial Planner.

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Colleen Geach

Receptionist

Colleen is the friendly fulltime receptionist and has over 10 years’ experience in administration. She is passionate about making sure your involvement with Create Advice Group is nothing short of fantastic. She also holds a diploma of Office Management.

Meryl Frizzell

Client Relationship Manager

Meryl joins the Create Team with over 35 years customer service experience and values the importance of excellent customer service. She works alongside our planners to ensure our clients receive the best possible results while building a strong ongoing relationship.

Karl Saint

Client Relationship Manager

Karl is currently studying a Bachelor of Business and Commerce Finance Major & Minor in law. He is committed to providing a high level of customer service. Working alongside our planners he ensures all client requirements are fulfilled to a high standard.

Regan Hayne

Client Relationship Manager

Regan joined the Create team in May 2014 after over 6 years in the banking industry. Regan is committed to providing a high level of customer service. She works very closely with our planners to achieve the best possible results for our clients.

Susan Ellevsen

Client Relationship Manager

Sue has been in client services throughout the 30 years of her working life and recently, over the past 16 years has been a senior account manager for a large local corporate business. She brings a strong work ethic and a commitment to excellent customer service. As a Client Relationship Manager, Sue works along side our planners to ensure our clients receive excellent client support, whilst building strong, long lasting client relationships.

Samantha Armour

Client Relationship Manager

Samantha joined our team in September 2021. She has extensive customer service experience throughout her career. Her role involves supporting the planners by completing implementation of advice, she has a passion to improve business processes and efficiency. Samantha enjoys supporting the team to continuously enhance our services, deliver high-quality customer service, and ultimately maintain positive client relations.