Meet the financial planning team

Todd Hitchcock

Todd HitchcockAs the founding owner of the Bridges Bayside branch, I hold the service we offer and our clients’ satisfaction as my highest priorities. With the expertise and knowledge of our team, I am confident in our clients’ futures.

I have been a financial planner since 1992 and have enjoyed working with many long term clients for over 10 years. I believe referrals are the best form of feedback, and we are very fortunate to have many friends and family members recommended to us by existing clients.

I always act in the best interests of my clients and call on my extensive experience in the finance sector to make sound judgements on behalf of our customers.

Financial Services Guide

Qualifications

– CERTIFIED FINANCIAL PLANNER®
– Diploma Financial Planning
– Senior Affiliate - Financial Services Institute of Australia

Personal passions

Golf. Golf. Golf. Unfortunately hampered by my ability!

Lisa Scott

Lisa ScottI joined the Bayside team in early 2016, transferring from a Bridges office in Sydney when my husband and I decided to re-locate to Brisbane. I have been in the financial services industry since 2008 as a natural progression from my corporate project management background. I loved helping businesses get on the right track back then and I enjoy doing the same for individuals and families now.

No two clients are in the exact same situation, which makes my job challenging and exciting. It is always thrilling to meet new people and connect with the community. To me, it is about knowing that the clients need my help, knowing that I can offer a solution and seeing their life improve post-advice.

When I am not at work, I study law at the Charles Darwin University, work towards my CERTIFIED FINANCIAL PLANNER® practitioner certification, sing opera and enjoy time with my family.

Financial Services Guide

Qualifications

– Bachelor Economics
– Advanced Diploma Financial Services - Financial Planning
– Diploma Financial Services - Finance Broking Management

Personal passions

I escape the daily grind via musical and theatrical pursuits, from song writing to singing to performing at a local theatre company or at home in front of my family and friends.

Terry Marny

Terry MarnyHaving been a financial planner since 1987, I have experienced the very highs and lows of the stock market. This experience provides an in-depth understanding of the market’s impact on my clients, and I am able to relate to their stage of life and where their focus should be. Clients appreciate my direct nature and ability to offer solutions within their best interests.

Financial Services Guide

Qualification

– CERTIFIED FINANCIAL PLANNER®
– Diploma Financial Planning
– Justice of the Peace (Qualified)

Personal passions

All things sport. I especially enjoy American football, the Roosters and travelling.

Kevin Malcolm

Kevin MalcolmI commenced my career in financial services in 2002, working for Australia’s largest mutual bank. Having exposure to credit cards, foreign currency, mortgage lending and personal loans has proved of great benefit to my clients at Bridges Bayside. I enjoy working with clients who are committed to long term retirement planning and the steps required to take control of their futures.

Financial Services Guide

Qualifications

– Advanced Diploma Financial Planning
– Diploma Credit and Finance
– SMSF Accreditation
– Cert IV Banking
– Cert IV Lending Products
– Cert IV Workplace Training and Assessment

Personal passions

Travelling and spending time with my children. My favourite thing is to combine the two and travel with my children.

Richard Coleman

Richard ColemanAfter completing my Business, Finance and Technology Higher National Diploma at Buckinghamshire New University, I commenced my almost 20-year financial services career by joining the UK’s largest group personal pensions company in 1996.

I then entered the independent financial advice area in 1999, specialising in managing Asia’s top banking institution’s UK pension division. It was here that I developed my passion to help others.

Since making the life decision to immigrate to Australia, I have taken my expertise from previous roles and applied them to help Australian families achieve their goals and aspirations. My professional passion is meeting new people and truly helping to make a difference to their lives.

Financial Services Guide

Qualifications

– Diploma Financial Planning
– Higher National Diploma Business, Finance and Technology
– Member - Association of Financial Advisers

Personal passions

I enjoy sports of all kinds…from my armchair.

Leonie Dawson

Leonie DawsonHaving worked in the financial services industry since 2010, I commenced my financial planning career in 2012. I spent two years in a support role before progressing to Financial Adviser.

I love helping my clients work towards financial independence, with my mantra being, ‘It’s never too early to start planning for retirement.’

I was honoured to be a finalist for the Association of Financial Advisers ‘Rising Star of the Year Award’ for 2016 in recognition of my commitment and dedication to the financial planning profession.

Financial Services Guide

Qualifications

– Masters of Financial Planning
– Member – Financial Planning Association of Australia

Personal passions

My four adult children are a constant source of pride – there’s never a dull moment.
I’m also very focused on healthy living and love doing yoga and ‘physi’.





Meet the team

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