MyState’s Wealth Management experts have been assisting Tasmanian’s to achieve their financial goals and realise their dreams for many years.
Whatever stage of life you're in, our team of fully accredited and qualified Financial Planners can assist you to grow and protect your wealth in the areas of managed investments, superannuation, self-managed superannuation funds, personal insurance and shares.
We pride ourselves on keeping up to date with the latest financial planning information and products to ensure our clients get the most out of our services with every opportunity explored.
Meet the MyState Wealth Management team
Todd Kennedy CFP® DipFA BCom
Senior Manager, MyState Wealth Management
Todd has over 17 years experience in the financial planning industry.
He graduated with a Bachelor of Commerce Degree in 1999, holds a Diploma of Financial Advising and is a CERTIFIED FINANCIAL PLANNER™.
Todd is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Self managed superannuation funds
- Personal life risk insurance
- Shares
- Margin lending
Kim Sault ADFS(FP)
Practice Manager, MyState Wealth Management
Kim has worked in the financial services industry since 1986, commencing work with a predecessor company of MyState, Teachers Credit Union.
She moved into financial planning in 2001 and has worked across a number of roles, including client administration, para planning and compliance.
In 2005, Kim completed a Diploma of Financial Services (Financial Planning), moving on to complete an Advanced Diploma of Financial Services (Financial Planning) in 2010.
Kim now manages the Administration and Compliance teams of MyState Wealth Management.
John Carey BSc DipFP AFP
Location: Burnie/Devonport office
John has over 10 years experience in the financial planning industry following an extensive period with Centrelink as a Financial Information Service Officer, where he gained experience in superannuation, shares and retirement planning.
He holds a Bachelor of Science Degree and a Diploma of Financial Planning.
John is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Self managed superannuation funds
- Personal life risk insurance
- Shares
- Margin lending
Colin Grant CFP® DFP
Location: Launceston office
Colin has over 13 years experience in the financial planning industry and joined connectfinancial (now MyState) in 2005.
He holds an Advanced Diploma of Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER™.
Colin is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Personal life risk insurance
- Self managed superannuation funds – Investment advice
- Shares
- Margin lending
Tania Chau CFP® DipFP
Location: Sandy Bay office
Tania has over 25 years experience in the banking and finance industry, specialising in personal and small business borrowings prior to undertaking her first financial planning role in 1998.
She holds a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™.
Tania is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Personal life risk insurance through AXA and MLC
- Shares
- Self managed super funds – Investment advice
- Margin lending
Graeme Farrell CFP® DipFP BEc
Location: Hobart office
Graeme has over 16 years experience in the financial planning industry.
He holds a Bachelor of Economics Degree, a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™.
Graeme is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Self managed superannuation funds
- Personal life risk insurance
- Shares
- Margin lending
Phillip Hall BEd(Hons) ADFS (FP)
Location: Hobart office
Phillip has over 9 years experience in the financial services industry and commenced financial planning with a well respected private practice based in Canberra.
Phillip holds a Bachelor of Education (Hons) as well as an Advanced Diploma of Financial Services (Financial Planning).
He is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Self managed superannuation funds
- Personal life risk insurance
- Shares
- Margin lending
Jaime Donaldson AFPA Adv DipFS (Financial Planning)
Location: Launceston office
Jaime has over 12 years experience in the financial planning industry. Prior to joining Tasmanian Perpetual Trustees many years ago, she worked for a well-respected financial planning firm in Launceston.
She has completed an Advanced Diploma of Financial Planning and is an associate member of the Financial Planning Association (FPA).
Jaime is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Self managed superannuation funds
- Personal life risk insurance
- Shares
- Margin lending
David McMeniman CFP®, DipFP, BBus
Location: Hobart office
David has over 30 years’ experience in the financial industry working with major trading banks, merchant banks and institutions in the early part of his career.
David is a Certified Financial Planner™ and is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Self managed superannuation funds
- Personal life risk insurance
- Shares
- Margin lending
Matthew Khourey BCom ADFS(FP) ADFS(S)
Location: Hobart, Rosny, Kingston and Sandy Bay offices
Matthew has over 12 years experience in the financial industry including the banking, insurance and superannuation sectors.
In 2002, Matthew graduated from Wollongong University with a Bachelor of Commerce Degree. He also holds an Advanced Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Superannuation).
Matthew is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Personal life risk insurance
- Shares
- Margin lending
Anthony Burne
Location: New Norfolk, Claremont, Glenorchy, New Town, Hobart, Rosny, Kingston and Sandy Bay offices
Anthony has over 8 years experience in the financial services industry which has allowed him to develop extensive experience in various roles within Financial Planning.
He is currently working towards his Advanced Diploma of Financial Services (Financial Planning).
He is a representative of MyState Wealth Management and is authorised to advise on and deal in the following financial services and products:
- Managed investments
- Superannuation
- Personal life risk insurance
- Shares
- Margin lending
Find out more
Make an appointment with one of our Financial Planners by using our online form or call 1300 651 600.