Meet Our Team
In addition to our own services, we have access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
The Team
Andrew Malins
Director
Andrew has 28 years of experience advising clients in small and medium enterprises and personal financial affairs. During that time, he has specialised in tax and business strategies, taking a holistic approach to the financial management of his client’s financial affairs, with a particular interest in investing and planning for retirement.
As well as being an Authorised Representative, Andrew is a registered Chartered Accountant, Tax Agent, public practitioner and a member of the Australian Institute of Management (AIM) and the Taxation Institute.
Andrew Malins is an authorised representative (330831) of Affinity Licensing Plus Pty Ltd (AFSL 553808)
Chris Flook
Foundation Partner
Chris is a foundation partner of the firm and has over 35 years of experience in financial planning and advice. Chris attained a Bachelor of Commerce from the University of NSW in 1971 and had been a long time member of the Financial Planning Association & the Institute of Public Accountants before recently retiring in July 2020. Although Chris is now retired from advising, he still remains an integral member of our investment committee.
Brett Cederblad
Senior Financial Adviser
Brett has been a Financial Adviser since December 2000 and has a strong background in holistic financial planning. He enjoys his work and loves the communication with clients that it generates.
Brett has a Diploma of Financial Planning, has passed his FASEA exam and is currently embarking on further post-graduate study. He is a member of the Association of Financial Advisers (AFA) and sees the team at Affinity Wealth Plus as a key component of a successful financial plan being created and maintained.
Brett Cederblad is an authorised representative (402649) of Affinity
Licensing Plus Pty Ltd (AFSL 553808)
Trish Allen
Client Service Manager
Trish has been working in the financial services industry in Client Service roles in both private practice and industry funds since 2010. During this time Trish has completed a Diploma in Financial Planning.
Trish enjoys interacting with clients and helping them with their financial needs and is passionate about achieving the best outcomes possible. Trish provides invaluable support to our team and our clients.
Ashleigh Jones
Client Services Assistant
Ashleigh is our Client Services Assistant. With a background in legal and accounting administration, Ashleigh joined the Affinity team in 2017. In her role, Ashleigh enjoys assisting with the implementation of Financial Advice. She is the friendly face who greets our clients and is dedicated to providing the utmost level of service and ongoing support to all our clients.
Ashleigh is a Justice of the Peace (Qualified).
Ingrid Maddox
Client Service Officer
Ingrid has been working in the financial services industry since early 2012. In that time, she has held various roles consisting of administration, advising, client services and paraplanning. This diverse experience has assisted Ingrid to complete a Graduate Diploma of Financial Planning and build a strong industry knowledge to assist her team and clients whom she works alongside closely.
Ingrid is a Justice of the Peace (Qualified).