Our Story
Our Principal Advisor
Brad was born and raised in Penrith. Attending the local public and high school, also working at Panthers Leagues Club. Growing up, Brad helped in his father’s Greengrocer Business, helping prepare and deliver fruit and vegetables to his customers in the Penrith and Blue Mountains community.
Seeing how loyal his Father’s customers were, Brad learned the value of excellent service, a quality that still rings true today. Brad’s hard work ethic continued when he started in the finance industry in 1980 as a self-employed superannuation and insurance salesman and built up his clientele as a dedicated and trusted professional.
The History of A&R
In 1987, Laurie Amphlett and Brian Robertson started Amphlett & Robertson Financial Services. This same year, Brad Turnbull joined the Amphlett & Robertson group as a financial advisor and Denis Hardy joined as a general insurance broker.
In 1995, Brad and Denis were given the opportunity to become partners in the business and established A&R Financial Services.
In 2002, A&R was formed into two separate businesses, A&R Financial Planners and A&R General Insurance and continued this way until Denis retired at the end of 2015.
Denis remains a great friend of A&R, often popping in to say hello.
To this day, A&R Financial Planners has established itself as one of the leading financial planning businesses in the Western Sydney region.
Family Business
We are a family business that provides exceptional service to our clients. Brad joined A&R in 1987 as a self-employed financial advisor.
Melissa joined A&R in 2008 and worked in all areas of the business before becoming a qualified financial planner in 2014.
Joel joined A&R in 2014 and also worked in all areas of the business before becoming a qualified financial planner in 2019.
Our staff are hardworking, capable and are here to listen, assist and support you where they can.