OUR PEOPLE

Tim Baldock

Managing Director – Specialist Financial Solutions

Tim has been involved in banking and financial services since 1986 when he commenced his career with Westpac Bank. During his time at the bank he worked his way up to a senior management role and then in 1999 commenced his own financial planning business. In 2006 Tim established Specialist Financial Solutions to provide financial planning advice to the clients of Specialist Finance Group.

As Managing Director, Tim’s time is spent primarily on Business Development and Business Growth. He has a Diploma in Business majoring in Banking and Finance and an Advanced Diploma in Financial Services. In his spare time away from the office Tim works as a volunteer tour guide on Rottnest Island.

William Lockett

Managing Director – Specialist Finance Group

As the Managing Director of Specialist Finance Group (SFG), incorporating SFS, William has been instrumental in the firm’s leadership, development and growth both nationally and internationally. His vast experience has been built from an extensive career, 13 years of which were spent in the building and development industry.

William’s extensive knowledge, valuable insights, strong eye for detail and inexorable commitment to abide by the highest standards for ethical and legislative practices continues to ensure SFG’s ability and reputation to provide our valued members with industry-leading solutions prevails.

Ryan Kelly

Senior Financial Planner – Applecross, Perth

Ryan is the Senior Financial Planner with Specialist Financial Solutions. Holding the Certified Financial Planner designation, his job involves assisting clients with meeting their insurance, superannuation, estate planning and budgeting requirements, as well as complex planning involving tax strategies, trust structures and Self Managed Superannuation Funds. In 2013 he successfully completed the Financial Planning Association’s Certified Financial Planner certification, the highest distinction in the Financial Planning profession.

After leaving school, Ryan commenced his tertiary studies in the United States where he was offered a baseball scholarship. He completed a Bachelor of Science and Business Administration with a concentration in General Business (BScBA) at Midland University in Nebraska. On returning to Australia he continued his baseball career playing for the Perth Heat and while working for Wealth Management Partners progressed from Paraplanner to Associate Adviser and then to a fully qualified financial planner whilst completing his Diploma and Advanced Diploma of Financial Services.

Alex Naylor

Senior Financial Planner – Sydney

Alex helps clients optimise their finances by assisting clients with cash flow, debt, borrowing to invest, asset protection, wealth accumulation & retirement. There is real heart and sincerity in the way Alex interacts with his clients. He is passionate about giving them great outcomes and peace of mind.

Alex has been involved in Advice for over 7 years holding a range of positions including para-planner, associate & senior adviser positions. Most recently Alex was Head of Advice Solutions for Grow Super, one of Australia’s fastest growing super-funds.

Alex has a Bachelor of Commerce majoring in Accounting & Financial Planning and was finalist in the University Challenge and won the Value of Advice Award in 2017.  He is currently completing the professions highest qualification Certified Financial Planner.

Outside of work you can find Alex sailing or volunteering with the Rural Fire Service.

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David Bushe-Jones

Senior Financial Planner – Applecross, Perth

David has been in the Financial Services Industry since 1991 advising clients with regards to both their personal investment and insurance requirements.  He has held many senior positions during that time and continues to strive towards excellence for his clients.

David is motivated to see all his clients and associates do well and achieve their goals.  He believes that “their success is our success”.  David enjoys spending as much time outdoors as he can with his young family and friends.

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Tony Minchin

Senior Financial Planner – Subiaco, Perth

Tony has been a Financial Planner for the past seven years.  He ran his own successful Financial Planning practice from 2012 to 2017, and joined Specialist Financial Solutions in 2017.  Tony prides himself on guiding his clients to make smart and effective financial decisions.  Tony is experienced in developing and implementing superannuation (including self-managed super funds), investment, insurance, retirement and estate planning strategies.  Tony has a wealth of knowledge in dealing with budgeting, wealth accumulation and retirement issues, including financial issues with Centrelink.  He currently holds a Diploma and Advanced Diploma in Financial Planning and was awarded and completed the MLC Adviser Scholarship in 2011.

Prior to his career as a Financial Planner, Tony was a Police Officer in the WA Police Force for ten years.

Tony is married with three active sons, and spends most weekends ferrying them from one sports field to another.  When he has some spare time he enjoys cooking, reading and watching AFL and cricket.

Harneet Saini

Client Services Officer – Applecross, Perth

Harneet holds a BA in Psychology and is currently completing her Masters in Human Resource Management from Murdoch University. After spending over 1 year with the Financial Planning team, Harneet has come to know what drives client’s returns, referrals & business.

Harneet believes success is obtained through how well you connect with the people you are trying to help and communicate your understanding back to them. In addition to her extensive client services experience, Harneet has ventured into Para Planning. Preparing advice for clients who may need assistance with insurance. Harneet has managed and trained new interns that we have included into our company. She has displayed extensive skills in preparing these interns for what the Financial Planning department involves.

Harneet is an active participant of the Sikh community of Perth. She is the midcourter for her Sikh Netball team – who have competed in annual state Netball competitions held all over Australia. Harneet has a passion for travelling and she hopes to tick many more countries off her bucket list in the near future.

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