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Meet the Team
Open Door Financial Centre
Contact Details
Team
OpenDoor Financial Centre
Based in Newcastle, the OpenDoor Financial Centre is not only our financial planning and mortgage broking home but the place where our administrative team provides full support to you and your financial planner in New South Wales.
The Centre prides itself on providing a flexible workplace, allowing employees to achieve a true work-life balance – in fact, only two of our administrative staff work on a full-time basis. The remainder of our staff have taken the opportunity to study, take care of family or travel, whilst enjoying a challenging and interesting career.
Our practice enjoys a true family feel, despite our ongoing growth in Australian financial planning.
Meet the Team
Andrew Robards
Financial Planner
Andrew founded his own financial planning firm in 2004, Robards Wealth Management, which provides advice on savings, loans and insurance.
Jessica Robards
Practice Manager
Jessica is Andrew’s daughter who completed a Bachelor of Business in 2017. She is the Practice Manager and a qualified Mortgage Broker.
Brandon Robards
Planner Associate
Brandon is Andrew’s youngest son and joined our team in 2018 after finishing his TAFE course. Brandon now works as Andrew’s assistant and attends to further tasks around the office. He is currently studying his Master of Financial Planning.
Jessica Goquingco
Administrative Assistant
Jessica has recently started with us in an Administration role. She is responsible for ensuring that all our wealth and insurance tasks are implemented correctly.
Kayleen Robards
Paraplanner
Kayleen is Andrew’s sister and has worked with us since 2004. She is highly skilled at writing our Statements of Advice and has completed her Diploma of Financial Planning which helps her create strategies for our clients.
Pauline Meyer
Administrative Assistant
Pauline has recently started with us in an Administration role. She is responsible for the preparation of our review packs for our meetings.
Chloe Harvey
Office Administration
Chloe is Andrews niece and has recently commenced employment. She assists with back office support. Chloe works part time.
Reuben Optland
Planner Associate
Reuben assists Andrew with appointments and back office support. Reuben is currently working full time.
Jenny Robards
Payroll and Accounts
Jenny works behind the scenes in one form or another. She now has responsibility of payroll and accounts.
Pam Robards
Research
Pam has worked as part of our team from the early days of the business. She is one of our remote workers and completes her duties from home. Pam is responsible for researching the superannuation accounts, investments and insurance of our Planners’ clients. A highly valued team member, she is also Andrew’s mum!