Asset 12

Financial Planning
Services

Learn how to manage your tomorrow today with a structured financial plan from the team at Tyrrell Partners Financial Services.
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Your financial independence and future quality of life are vital issues that should not be left to chance. Here at Tyrrell Partners Financial Services we understand this and can help you secure your future by providing tailored financial strategies designed to create and preserve wealth.

As your financial planner, we continuously look at better ways to not only meet, but anticipate your unique and changing needs. This ensures your financial planning needs can grow and develop as your lifestyle and needs change.

Our ultimate strength is the professionalism and expertise of our financial planners. Their training, knowledge, skills and dedication translate into high-quality service and advice, helping you on to the right path to financial security.

This is what makes Tyrrell Partners Financial Services one of the leaders in Gippsland for your financial planning needs. Our team of professional financial planners is led by ‘Tyrrell Partners Financial Services’ principal member Natalie Sellings. Our highly skilled team can assist you in developing a plan to suit your goals and objectives with the multitude of services we have on offer such as retirement planning, superannuation and investment planning.

With offices in Moe, Warragul, Heyfield and Traralgon we pride ourselves on the quality of service we provide all our clients on an ongoing basis.

Our Financial Planning Services include

It’s important to make certain that you are comfortable that your financial planner has taken the time to understand your needs, goals and preferences before they make any recommendations.

Our six steps will help you understand what you can expect when seeking advice from one of our financial planners.

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1. Gathering the data

Working closely with you, our Financial Advisor gathers all data necessary to construct your financial plan.

2. Identifying your goals

Together we identify your needs and goals, discuss your comfort levels in relation to risk and make sure you understand all aspects of the advice we are about to give. We undertake a thorough analysis of your situation based on the information you supplied. Essentially, we build a profile of who you are and where you want to be, both financially and individually.

3. Identifying financial issues

We prepare your financial strategy, selecting the financial products that best match that strategy. Based on our assessment expertise and research resources, we develop options for you that will enable you to improve your financial position progressively in line with your goals. These options take into account cash flow, tax and social security issues.

4. Preparing your financial plan

A set of recommendations is prepared, with supporting research, for your consideration. This is then refined and adjusted in consultation with you until we are all in agreement on the set course of action, and a financial plan is then prepared.

5. Implement recommendations

Once you are satisfied with the financial plan, we set things in motion with a minimum of fuss.

6. Review

We then agree on a schedule of portfolio and investment performance reviews.
Financial Advice services are provided by Niline Pty Ltd trading as Tyrrell Partners Financial Services as a Corporate Authorised Representative of Australian Unity Personal Financial Services Limited.

ABN 26 098 725 145 | AFSL 234459

receptionfs@tyrrellpartners.com.au
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Our Financial Planning Team

Natalie Sellings

Financial Planner / Managing Director
(AdDipFP MFinPlan)

Natalie has been with Tyrrell Partners Financial Services since 2008 and works from our Moe office. She has been working in financial services since 2000 in both the banking and the finance industries formerly working for Bendigo Bank and ANZ Bank. Natalie completed her Diploma of Finance Planning in 2011 and her Masters of Financial Planning in 2023. She is a corporate authorised representative of Personal Financial Services Limited and is authorised to provide advice on a broad range of managed investments, life insurance, shares, superannuation and retirement planning. Natalie is a current member of the FPA.

0418 158 147

natalie.sellings@tyrrellpartners.com.au

Advisor Profile – Natalie Sellings

Darryl Bryce

Financial Planner
(B Bus, Dip FP, CFP)

Darryl has over 30 years experience in the financial services industry and has worked as a financial planner since 1998, holding a Diploma in Financial Planning and a Bachelor of Business. Darryl is a corporate authorised representative of Financial Services Partners Pty Ltd and is a member of the Financial Planning Association.

Darryl is a certified Financial Planner and joined Tyrrell Partners Financial Services in February 2006. Prior to this Darryl was employed by one of Australia’s major financial institutions, where he provided financial advice to a broad cross section of personal and business clients.

0427 303 582

darryl.bryce@tyrrellpartners.com.au

Advisor Profile – Daryl Bryce

Taryn Easton

Office Manager / Paraplanner

Taryn has been a part of the Tyrrell Partners Financial Services team since 2015. Starting in the position of Receptionist and Administration, she has worked her way up to the position of Office Manager and is also our onsite Paraplanner. She prepares all of our advice documents, along with other responsibilities that include supporting the team in preparing and implementing Financial Advice and ensuring we meet all compliance requirements. She believes her strongest skills are her attention to detail, problem-solving skills, knowledge in the industry, technical competency and being very self-driven.

She currently has her Diploma of Financial Services and her Diploma of Financial Planning and is considering furthering her education in the future.

When not at work, Taryn enjoys spending time with her kids, family and friends, camping, hunting, 4wding and time in the bush with their dogs.

receptionfs@tyrrellpartners.com.au

Jenna Richards

Receptionist / Administration

Jenna joined the Tyrrell Partners Financial Services team in 2021 as our Receptionist and Administrator. She has a background in the accounting industry where she worked for many years before joining our team in the financial services industry. She prides herself on her prompt and efficient support of both our staff and clients.

In her spare time, she enjoys the outdoors and spending time with her family.

receptionfs@tyrrellpartners.com.au