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Our Team

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Our Team

Knowledge IQ advisers have a commitment to high quality, client focused advice recognised by consecutive awards for providing leading advice.

Advisers

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STEWART FRENCH

PARTNER & SENIOR ADVISER

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JOSEPH HE

PARTNER & SENIOR ADVISER

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PAUL KINSELLA

PARTNER & SENIOR ADVISER

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Paraplanning & Business Team

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LINDA TRINH

SENIOR ASSOCIATE, PARAPLANNER BEC, DIPFP, CFP

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JADE DAWSON

CLIENT SERVICES MANAGER

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Our Location

Level 3, 23 Hunter Street,
Sydney NSW 2000
Mailing Address

PO Box H32,
Australia Square, NSW 1215
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Stewart French | Authorised Representative No. 249791 | Five Horizons Investments Pty Ltd | ABN 95 164 140 121 | Corporate Authorised Representative No. 443029

Paul Kinsella | Authorised Representative No. 345606 | Foresight Financial Strategists Pty Ltd | ABN 27 141 838 182 | Corporate Authorised Representative No. 345607

Joseph He | Authorised Representative No. 276764 | Yorkland Financial Services Pty Ltd | ABN 93 096 531 118 | Corporate Authorised Representative No. 333087

Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

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STEWART FRENCH

PARTNER & SENIOR ADVISER

Stewart is the eldest of four children and was raised in the beautiful beach side suburb of Killcare Heights.

Stewart has been a financial planner in a small boutique firm since 2003.

He has held a diverse range of previous career roles from his first job at McDonalds to the NSW Police Force.

PHILOSOPHY

Stewart believes that the client experience is all about long term relationships and a service that extends beyond finances.

Stewart’s primary responsibility is to develop and review his client’s needs and objectives to ensure they meet their financial and lifestyle goals.

It is important to remember that someone’s sitting in the shade today because someone else planted a tree a long time ago.

PERSONAL LIFE

  • Lives on the Central Coast
  • Enjoys watching football and is a proud supporter of the Central Coast Mariners
  • Has two children – Blake and Emily and a dog named Kobe
  • His dream is to watch a Liverpool FC match at Anfield

JOSEPH HE

PARTNER & SENIOR ADVISER

As an accounting graduate and successful businessman, Joseph has acquired credibility together with the necessary skills and understanding required to establish a path to prosperity.

PHILOSOPHY

Joseph’s past 17 years as a financial advisor has demonstrated his many achievements in securing success for his clients. He listens to his clients’ needs, issues and requirements to determine a positive outcome. A personal approach takes Joseph’s involvement beyond initial advice, to ongoing support, review and guidance throughout his clients’ financial journey.

PERSONAL LIFE

  • Through the Cancer Council, assists patients with their financial planning
  • Enjoys cooking and entertaining
  • Married with a teenage daughter
  • Cares for aging parents

PAUL KINSELLA

PARTNER & SENIOR ADVISER

Founder and Director of two thriving businesses, Paul understands the reality of strategic financial advice tailored to meet the needs of every individual. Paul has a unique approach to financial advice, coupling his decades of business coaching experience with financial planning.

Paul was born in County Tipperary, Ireland. He has travelled widely around his home country and Europe, before settling in Australia in 1988.

PHILOSOPHY

Paul’s philosophy is built on customer service, providing solutions that help deliver financial freedom. When you visit Paul your circumstances will get the undivided attention they deserve so that the best, personalised financial solutions are achieved for you and your family. Paul is an expert in superannuation, retirement planning and investing during uncertain times. I’m passionate about motivating people to take control of their financial future.

“A journey of a thousand miles begins with a single step”

PERSONAL LIFE

  • A dad of two vibrant, energetic boys.
  • Loves sport, rugby tragic (dreams of Ireland winning the world cup or the Wallaby’s winning the Bledisloe Cup)
  • Tasty food, good wine and most importantly – good company.
  • Hanging out with his family.

LINDA TRINH

SENIOR ASSOCIATE, PARAPLANNER BEC, DIPFP, CFP

Linda has worked in the Financial Services industry for over 15 years. She has worked in both personal and corporate superannuation before transitioning into financial planning. Linda has held several senior roles within major banks, fund managers and consulting companies.

In her current role with KnowledgeIQ, Linda assists our Senior Advisers with technical support and the development of tailored financial strategies for our clients.

PHILOSOPHY

Linda believes that to achieve financial freedom, you need to put a plan in place early so that you are able to reach your chosen goals and have the desired future lifestyle.

“The secret to getting ahead is getting started.” – Mark Twain

PERSONAL LIFE

  • Believes in work and family life balance.
  • Takes delight in seeing the world through the eyes of her two young children.
  • Loves travelling with her husband and family.

JADE DAWSON

CLIENT SERVICES MANAGER

Jade is an only child, born and raised in Wollongong.

Her career began in the financial planning sector in 2005  and has not looked back since.

PHILOSOPHY

Strongly believe in doing the best I possibly can for clients and meeting their expectations.

PERSONAL LIFE

  • Reading
  • Travel