Our Team


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James Willis

Financial coach

James moved into financial advice in 2001 after a 20 year career as a commodities trader, working out of London, Bordeaux and Sydney. He founded Total Clarity Group in 2009 as he wanted to ensure that his clients were treated with the care and respect they deserve. James finds his work highly rewarding as he enjoys seeing his clients achieve their goals, many of whom he has built long-term, and sometimes intergenerational relationships with. He firmly believes that in order to truly help someone, you must first discover what they really want out of life and what makes them tick. Then, once channeled in line with one’s beliefs, money can be very powerful. James has a talent for translating complex client needs into workable strategies and appreciates how important it is to understand what his clients value. He takes his clients’ lives very seriously, whilst not taking himself too seriously.

 

Qualifications
Advanced Diploma of Financial Planning
SMSF Specialist Advisor (SSATM)

Memberships
Self Managed Super Fund Association
Financial Planning Association of Australia

Interests
Favourite activity - Playing Real Tennis
Loves watching - All sports
Favourite quote – “We make a living by what we get, but we make a life by what we give” – unknown author
Languages spoken - English & French
Cities lived in - London, Sydney & Bordeaux
Country of origin - England


Nic Andrews

Financial coach

Nic joined Total Clarity Group in 2010 after working in a variety of roles within the financial services industry. Once an avid sportsman, Nic now enjoys helping his clients achieve their personal goals and watching from the sidelines. His skill is in being able to look beyond the numbers and understand his clients’ situation, needs and what really drives them. Nic believes that when someone reaches out to you professionally, they are placing a great deal of trust in you, and in return, you must do your utmost to provide them with the best possible outcomes and experience.

Qualifications
Advanced Diploma of Financial Planning
Professional Certificate in Self-Managed Superannuation Funds
Certificate IV in Finance & Mortgage Broking

 

Memberships
Financial Planning Association of Australia

Interests
Loves watching – Rugby Union & cricket
Favourite pastime – Snowboarding & hiking
Favourite movie – Bond, James Bond
Favourite song – Bernard Fanning - Songbird
Favourite quote – “It’s never that good and it’s never that bad” – unknown author
Cities lived in – Luxembourg, London & Sydney
Country of origin – Luxembourg
Favourite food - Pizza

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Rebekah Brindle

Mortgage Consultant

Rebekah joined Total Clarity Group in 2010 after working several winter seasons in Canadian and Australian ski resorts. Rebekah’s journey with TCG began in client service management and then progressed into residential lending advice which is an integral part of our advice offering. Having grown with the practice, Rebekah has a detailed understanding of the business, our methods, systems and procedures, and also the individual needs of our clients.

Qualifications
Bachelor of Arts – Psychology
Diploma of Mortgage & Finance Broking Management
Diploma of Management

 

Memberships
Finance Brokers Association of Australia 

Interests
Favourite pastime - Travel & snowboarding
Loves watching – Tennis
Favourite sportsperson – Rafael Nadal
Favourite movie – Ace Ventura: Pet Detective
Favourite food – Cookie dough


Rebecca Furzer

Senior Paraplanner

Rebecca joined our team as a Paraplanner following similar roles with both other AMP practices and AMP Financial Planning head office. She brings a history of experience in compliance, strategy formulation and advice preparation. Rebecca finds the most rewarding part of her role is seeing long term, wealth creation strategies emerge to fruition.

 

Qualifications
Diploma of Financial Planning
Diploma of Interior Design

Interests
Favourite band – The Beatles
Favourite drink – ‘Caribbean Garden’ cocktail at The Balcony Bar, Byron Bay.
Favourite activity – Going to the beach with my family
Favourite movie – Grease

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Lisa Hirsch

Senior Client Service Manager

Lisa joined Total Clarity Group in 2014 after moving here from South Africa with her family. Lisa is our Senior Client Service Manager, responsible for turning financial advice into action by managing the implementation of strategy from beginning to end. Lisa has a thorough and practical understanding of all areas of advice and has established key relationships with fund managers, insurance providers and platform operators.

 

Qualifications

Diploma of Accounting
Diploma of Mortgage & Finance Broking Management

 

Interests
Favourite movie - Pulp Fiction
Languages spoken – English & Afrikaans
Cities lived in - Johannesburg, Durban, Sydney & Melbourne
Country of origin - South Africa
Favourite drink – French Rosé Wine


Nanda Kumar

Senior Paraplanner

Nanda began his career in India as a sales and marketing professional before migrating to Australia in 2001. It is then that his career in financial planning support services started. Nanda operated his own paraplanning business for many years through which he was the main support service for multiple financial planning practices in Sydney. Nanda has been providing outsourced paraplanning services to Total Clarity Group since its inception, and in 2018 he joined as a permanent member of the team. Nanda enjoys using his extensive technical knowledge and numerical talents to model complex financial scenarios and solve practical problems for our clients.

Qualifications
Master of Business Administration - International Business
Bachelor of Commerce
Diploma of Financial Planning
Diploma of Marketing and Advertising  

 

Interests
Favourite quote - "The Ordainer controls the fate of souls in accordance with their past deeds. Whatever is destined not to happen will not happen, try how hard you may. Whatever is destined to happen will happen, do what you may to stop it. This is certain. The best course, therefore, is to remain silent.” -  Bhagavan Ramana Maharshi
Favourite sport – Cricket
Favourite sportsperson – Viv Richards, Brian Lara, Kapil Dev, Steve Waugh, VVS Lakshman, Diego Maradona, Roberto Baggio, Gary Lineker, Bjorn Borg and lots more…
Cities lived in -  Chennai, Delhi, Mumbai, Sharjah (UAE), Sydney
Favourite drink - Fresh Lime Juice 

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