Hunter Financial Planning commenced in 2003 with the principal adviser Philip T Smith. Since then the firm has enjoyed steady growth while building an excellent reputation within the Newcastle business community.
Brian Kennaugh joined the firm in 2009 and quickly took an equity position.
Today the firm has 4 advisers as Authorised Representatives of Matrix Planning Solutions and 7 support staff. Phil and Brian are the Directors and Shareholders of Hunter Financial Planning.
" Hunter Financial Planning is currently ranked No 1 in Australia within the Matrix group based on new business revenue "
Hunter Financial Planning will continue to provide superior service to its expanding client base and look forward to the next ten years of servicing the community.
Phillip T Smith joins as a Principal Advisor.See more
2005 Two more financial advisers join the team at Hunter Financial Planning.
2007 Hunter Financial Planning continues to grow and take on more clients.
Philip T Smith commences a monthly financial planning column in the Newcastle Herald.
2009 Brian Kennaugh joins Hunter Financial Planning as CEO and brings many years experience in the industry to the firm. See more
Due to the success of the firm and the growing number of clients, Michael Blyton joins Hunter Financial Planning as a Financial Adviser. See more
2010 Hunter Financial Planning joins 'The Royal Institute for Deaf & Blind Children Garden Day' and dedicates a day of work to the charity.
Hunter Financial Planning specialises in advice for Police Officers, who are leaving the force.
2012 Hunter Financial Planning conducts research into the financial well being of teachers and miners, and specialises in their specific issues.
2013 July 2013: Hunter Financial Planning moves into new offices due to the growth of the firm.
2003 Hunter Financial is founded.
2004 Philip T Smith travels to the USA as part of a million dollar round table (MDRT) delegation from Australia
2006 Due to the success of Hunter Financial Planning amd it's excellent reputation, the Newcastle Herald portraits Philip T Smith in the section 'Love Your Work'
The Newcastle Herald features an article about Philip T Smith and his way to become a successful financial adviser 'Figuring it out' See more
2008 Hunter Financial Planning grows and continues to refine services to it's valued clients.
Renee Sandall joins the Hunter Financial Planning team as a Client Implementation Administrator, and later takes on the role of the Client Services Manager. See more
Brian Kennaugh becomes a member of MDRT.
2011 Hunter Financial Planning continues to grow, Ross Dwyer joins the firm as a Senior Financial Adviser. See more
Hunter Financial Planning is nominated as a finalist for the Hunter Business Awards
Hunter Financial Planning achieves record revenue in it's history, as a thank you the directors take the entire team and their partners to the Gold Coast for a luxury weekend.
Brittany McBean joins the team as Receptionist. See more
Brad joins the team as Trainee Paraplanner. See more