Director / Senior Adviser

Philip is a Financial Adviser with over thirteen years experience in the Financial Services industry dealing with a range of clients.

Before joining Hunter Financial Planning, Philip was employed by another Financial Planning firm for five years. He was also employed by PricewaterhouseCoopers in the Taxation/Accounting Division. Philip has completed the Diploma of Financial Planning, obtained his Bachelor of Commerce from the University of Newcastle and is currently a top of the table member of the Million Dollar Round Table.

Philip is an Authorised Representative of Total Financial Solutions Australia Limited. Click here to view the FSG insert for Philip

Philip T Smith

Philip T Smith


FINANCIAL ADVISER

Howard joined the team here at Hunter Financial Planning from the Newcastle Permanent in May 2014 and brings with him over 5 years experience in the Financial Services industry.

Originally from the UK, Howard worked as a Mortgage Consultant for Nationwide Building Society in London. Howard has a strong client focus and is looking forward to demonstrating this.

Outside of work, Howard is an avid rugby fan and plays rugby for the University of Newcastle.

“It’s great to work in such a team orientated, client focussed environment. I’m looking forward to turning this positive energy in to long lasting, honest and happy client relationships”

Howard is an Authorised Representative of Total Financial Solutions Australia Limited. Click here to view the FSG insert for Howard

Howard Rodman

Howard Rodman


Natalie Sullivan

Natalie Sullivan

Operations Manager

Natalie joined Hunter Financial Planning in June 2015, after previously working in the banking industry for two years. 

Natalie has completed a Bachelor of Business and Masters in Business Administration.

Outside of work, Natalie is an enthusiastic runner who enjoys taking advantage of the scenic running trails Newcastle has to offer.


Taylor Davies

Taylor Davies

Advisor Support Manager

Taylor joined the Hunter Financial Planning team in February 2015 in the position of Trainee Paraplanner.

Taylor has since removed the ‘Trainee’ from her title is now our Advisor Support Manager. Taylor has completed her Diploma and Advanced Diploma of Financial Planning.

Outside of work Taylor enjoys spending time with her partner Max and dog Florence ‘Flo’ (who often drops by the office for cuddles), family and friends. Before and after work you will find her outdoors in the garden, walking or mountain bike riding.


Josh Kozis

Josh Kozis

Advice Delivery Administrator

Josh joined Hunter Financial Planning in June 2017 as part of the Advisor Support team, after previously working in an operations management role for five years. 

Josh has completed his Diploma and Advanced Diploma of financial planning.

Outside of work, Josh enjoys taking his dog for walks and spending time with his wife either through holiday adventures or renovating their home.

Josh is an Authorised Representative of Total Financial Solutions Australia Limited. Click here to view the FSG insert for Josh


Emily Barclay

Advice Delivery Administrator

Emily joined our team in July 2018. Emily recently graduated from the University of Newcastle with a Bachelor of Commerce, majoring in Finance and a Bachelor of Business, majoring in Information Systems. Emily brings over four years experience working in the financial planning industry as a client services officer.

Outside of work Emily enjoys spending time with family, friends and her dogs. Emily enjoys playing baseball in the local Newcastle competition. Her love for baseball is what lead her to complete a semester abroad at The College of New Jersey in 2017, which was the experience of a lifetime.

Emily is an Authorised Representative of Total Financial Solutions Australia Limited. Click here to view the FSG insert for Emily


Advice Delivery Administrator

Maddie joined the team at HFP in April 2016, coming from a local Community Preschool, where she taught for 10 years. Maddie has a bright and bubbly personality, she loves a challenge and is excited to be a part of our vibrant team.

Outside of HFP, Maddie loves to travel and has spent time living abroad in Canada. 

She has recently renovated her first home with her partner. Being a keen enthusiast of health and keeping fit, Maddie enjoys exercising and going on bike rides, as well as spending time with family and friends.

Maddie McCloy

Maddie McCloy


Advice Delivery Administrator

Kristin joined Hunter Financial Planning team in August 2016 as our Receptionist. Kristin moved to Australia from the US a year ago where she previously worked in Human Resources for 3 years.

She has settled into living in Australia and really loves it here. She hopes to do more traveling and explore the country.

Outside of work Kristin enjoys finding new hiking trails and coffee shops on the weekends. She loves baking and balances that with a group training fitness class during the week.  Kristin loves people and she’s excited to be part of the team here at HFP.

Kristin Camden

Kristin Camden


Carly Staunton

Advice Delivery Administrator

Carly joined our Advisor Support Team in March 2019. Carly has worked in the financial planning industry for approximately 5 years and has completed and her Diploma of Financial Planning.

Outside of work she likes to spend quality time with her partner Aaron, by going on camping adventures and exploring new places.


Kiera McNaught

Advice Delivery Administrator

Kiera joined our Advisor Support Team in March 2019.

Kiera has completed a certificate in Retail and after graduating Year 12 in 2017, she completed a certificate in Childcare.

Outside of work Kiera enjoys camping, 4 wheel driving and spending time with her family and friends.


Joel McCracken

Advice Delivery Administrator

Joel joined the HFP team in September 2018 new to the finance industry with previous qualifications and experience in policing in Victoria.

Outside of work Joel enjoys spending time with his wife and kids, being active, going to the beach and watching the footy.