Your PC Planning team
Police Credit and all PC Planning financial planning advisers are members of the Financial Planning Association of Australia (FPA).
Roger Moritz, CFP®, SAA®
Senior Financial Planner
Roger has over 14 years experience in the financial planning industry. He is a Certified Financial Planner and a specialist self-managed Super Fund adviser. He holds a Diploma in Financial Markets, Diploma of Financial Planning, Graduate Diploma of Applied Finance & Investment; and a Graduate Diploma in Taxation. Roger's role is to provide comprehensive, tailored personal financial advice to clients of Police Credit.
Bernadette Dean, ADFS, AFP
Senior Financial Planner
Bernadette has over 10 years experience in the financial planning industry, complementing her understanding and skills in the banking and finance industry. Bernadette holds both a Diploma and Advanced Diploma in Financial Services, and is an AFP member of the Financial Planning Association of Australia. Bernadette's role is to provide comprehensive, tailored personal financial advice to clients of Police Credit.
Sandra Hardy, Dip FS (Super)
Sandra has in excess of 30 years experience in Police Credit, having worked across retail banking, lending, term deposits and our retirement savings account Superfuture, as well as superannuation marketing and administration. Sandra has a Diploma in Financial Services (Superannuation) and a Certificate in Superannuation Management from Macquarie University (Sydney). Sandra is also a member of ASFA (Association of Superannuation Funds of Australia). Sandra's role is to further develop and enhance Police Credit's superannuation offerings to members. Sandra is a member of the PC Planning Investment Committee.
Graham Ashworth, LLB (hons), MBA, Grad. Dip. CSP
Graham is the Company Secretary for Police Credit and acts as legal counsel for the company as well as overseeing the activities of PC Planning. Graham joined Police Credit in 2004. Prior to this, he acted in a legal counsel role with the Australian Securities and Investments Commission. Graham has 11 years experience in financial services and spent 16 years with Victoria Police before pursuing a legal career. Graham holds an honours law degree from Monash University, a masters degree in business administration from Mt Eliza Business School and a Graduate Certificate in Company Secretarial Practice. He is a member of the Law Institute and a practising corporate solicitor.
Noni Garlick-Sloman, B Com (FP/Acc)
Client Services Administrator
Noni began her career at Police Credit in January 2011 after obtaining a Bachelor of Commerce (Financial Planning/Accounting) at Latrobe University (Bundoora). Noni's role is to provide administrative support for PC Planning.
Nadee Sovis, B Com (FP/Acc)
Nadee began her career as a paraplanner at Police Credit in November 2012. She obtained a Bachelor of Commerce majoring in Financial Planning and Accounting at Deakin University (Burwood). She has previous experience in the banking and finance industry, and her role is to support the financial planners in the administration of the financial planning department.