About us

Our clients include families, employees, professional service providers, and owners of small to large businesses.  The common element that they share is leading busy lives, often at the expense of planning their financial futures.

We assist them by outlining and analysing the many facets of their finances, followed by implementing strong plans to ensure they reach their financial goals.

We’ve found the biggest mistake people make is to assume they don’t have the income or financial assets to prepare a plan. We just love it when our clients express their delight upon discovering the financial goals they can achieve with sound professional financial planning.

We welcome your enquiry.  Your first meeting, where we discuss your current financial position and future goals, won’t cost you anything.

Our team

Mark Butters
Mark ButtersPractice Principal / Financial Planner
FChFP

Authorised Representative and Credit Representative of Charter Financial Planning Limited

Mark’s career in financial services began in 1996 and now has over 20 years of experience and knowledge.

Mark started his career in 1996 with his father Peter who originally commenced the family financial advice business back in 1987, learning every aspect of the business before Mark’s father retired in 2002.

The financial planning industry has seen major change over the last decade in particular. In response to this Mark has built on his qualifications with a strong commitment to professional development.

Away from work, Mark and his wife Julie have two children who keep them busy with university, overseas travel, commencing their careers and sports activities.

Mark has played, supported, coached, sponsored and been involved in AFL local club at Hectorville for many years and continues with this.

James Farrelly
James Farrelly Senior Financial Planner
Authorised Representative and Credit Representative of Charter Financial Planning Limited

Starting in the Financial Services industry in 2008, James has progressed through the various areas of the industry, becoming an adviser in 2011.

Having attained a Bachelor of Commerce and an Advanced Diploma in Financial Planning, James continues to build on his education, currently working towards finalising his Certified Financial Planning designation.

James is dedicated to assisting you build and protect your wealth, whether you’re a young couple planning for the future, or pre-retirees looking to maximise your superannuation for retirement, James will be able to assist. He strongly advocates for you to set goals you can aspire to in the future, personally as well as financially, to ensure a balanced life.

Andre DiMatteo
Andre DiMatteoFinancial Planner
Authorised Representative and Credit Representative of Charter Financial Planning Limited

Andre joined the practice in 2011 and with a broad array of Financial Planning knowledge and scope, he brings a fresh outlook on financial advice approach to ensure his clients can save time, money and rest easy at night knowing their money is working for them.
Andre specializes in Financial Planning for the ‘Get Started’ saver, including new homeowners, families and business owners to provide advice on the options available to them to achieve their goals, clear debt, build wealth and protect themselves and their loved ones against the obstacles that life may throw in the way.
With experience across budgeting, managing debt, building superannuation, income in retirement, Centrelink, Estate Planning and Aged Care advice you can be sure he will be the sounding board for advice across your life’s journey.

Away from the office, Andre enjoys tripping away with friends and being involved in AFL Footy and Soccer and spending time with family.

Livia Opie
Livia OpieClient Services Manager
Livia has worked in the insurance industry for the past 15 years. More recently she has assisted with financial planning tasks over the last three years. As Customer Services Officer, her role is to support the advisers and respond to enquiries from our clients.

Livia has acquired significant life experience which has included self-employment, so she has developed a sound understanding of financial issues faced by families and small business people.

Out of work her interests include yoga, keeping fit and tripping away on a motor bike.

Nathan Butters
Nathan ButtersClient Services Assistant
Nath commenced in 2015 and is the third generation of the family to be part of the business.

He currently works casually in the business while studying at Adelaide University in a double degree in Media & Arts.

Nathan also plays senior Aussie rules at the Hectorville Football Club