About Us
We Provide Valuable Financial Information So You Can Make an Informed Choice
You can be assured that we will help you get the best financial outcome possible
We do this simply, safely, and easily - without the worry, without the hassle, and without the risk
We are qualified financial professionals with over 35 years of hands on experience and expertise in tax, investment, finance, retirement, property, and wealth creation
- We will show you how to get it right and avoid the costly pitfalls
- We will save you time and money
- We will explain how it works
- We will get all the answers before it costs you any money
We Project Manage the implementation of Financial Strategies designed with our clients to help them save tax, pay off their home loan sooner, and crate wealth for retirement.
Harold Upton - BSc (Hons) Dip FP Dip FS LREA
Managing Director, Senior Analyst, & Co-Founder
- Diploma of Financial Planning – Deakin University – 1993
- Diploma of Financial Planning – Monitor Money – 1987
- Diploma of Financial Planning – Mentor – 2016
- Diploma of Financial Services – PS146 – 2006
- Certified Investment and Financial Adviser – Australian Society of Investment & Financial Advisers – 1987
- Graduates Studies in Microeconomics & Macroeconomics – University of Canberra – 1986
- Bachelor of Science Degree with Honours – Research Degree – Australian National University – 1984
- Diploma of Property Development – 2004
- Certificate IV in Property – Australian Property & Business College – 2006
- Licensed Real Estate Agent – 2006 – current
Harold is Phoenix Wealth Consultant’s highly qualified and experienced managing director and senior analyst. Harold has a vast amount of valuable knowledge to help our clients with their financial planning, wealth creation, investment advice, financial advice, tax minimisation, retirement planning, superannuation, and residential investment property to our clients. Harold is hands on, personally involved in every wealth creation plan (Strategy) we put in front of our clients, he is also available to personally speak with any client who wishes to discuss their Strategy with him.
As a result of his qualifications and skills Harold continues to provide one of the best and most comprehensive financial knowledge bases in the industry to help our clients make informed choices and improve their financial future.
Harold has been working in the financial industry for over 35 years and has built a vast amount of valuable knowledge to help our clients with their financial planning, wealth creation, investment advice, financial advice, tax minimisation, retirement planning, superannuation, and residential investment property.
We can assure you that you will be in some of the safest hands in the industry with Harold, together with our highly experienced team, to achieve the best possible outcome for our clients.
In Harold’s spare time he likes Sci-fi, 50’s, 60’s and 70’s and Country music, a good drop of red wine, dancing, hiking, caravanning, and loves fishing and catching mud crabs in the Gulf of Carpentaria.
Terry Saltnes
General Manager
Terrys role as general manager is to project manage the team and business operations. As a long term property Investor of 25 years himself he has a practical perspective of what mistakes to avoid and what works in the real world. He often says the hardest part for most people is cutting through the noise and just keeping it simple.
Being a Kiwi he enjoys motorcycle touring throughout New Zealand with his wife whenever he can.
Kellie Fisher
Client Concierge & Co-founder of Phoenix
Connecting people with a friendly and honest approach, creating opportunities, spreading smiles, and making dreams come true – that’s Kellie’s passion!
As a Co-Founder and the Client Concierge, Kellie is dedicated to helping others achieve their goals by providing personalised assistance and going above and beyond to meet our client’s needs. With a background in farming and a deep love for the country, Kellie has built trusting relationships in the South Australian southeast community as well as with friends and clients throughout Australia.
When Kellie is not busy tending to her responsibilities, you can find her exploring new destinations, striking up conversations with fascinating individuals, or immersing herself in the world of fashion, styling, and music.
Whether it’s growing a property portfolio, property development, dancing to a catchy beat, or indulging in an audible book during walks or long drives, Kellie embraces every opportunity for personal growth and enjoyment.
Angie Hain
SMSF Project Manager & Administration Manager
Angie is our analytical Administration Manager and Self Managed Super Fund (SMSF) Project Manager with an eye for detail. She will make the complex process of superannuation transition simple for clients who love her good work and communication style. Nothing can, or will, stop Angie from succeeding, she is extremely performance driven and loves to help our clients in any way she can.
She has 6 years administration experience including managing various daily office operations, and maintaining confidential documents.
Angie is a dependable, valued, and a highly trusted leader in her specialist field.
In Angie’s spare time she enjoys time with her friends and family as well as Pilates/ gym, going camping any chance that she gets, & listening to all genres of music.
Gary Smith - Dip FP
Senior Strategist
Gary has spent over 25 years in the investment industry including contributions as a financial planner, mortgage broker and accredited tax planner.
Gary focuses on numbers to analyse investment strategies and their potential outcomes and has streamlined the process into a logical order of sequence.
Structuring tax-effective investments is Gary’s specialty, with a focus on residential investment property, to maximise cash-flows, hasten debt reduction and enhance asset growth for clients.
In his spare time Gary plays golf and tennis and keeps his analytical brain active with a daily dose of sudoku puzzles and crosswords.
Jess Dooley - Cert IV FMB
Senior Strategist
Jess brings a wealth of experience to the table, having spent over 20 years navigating the complexities of the Finance and Investment industry. Prior to joining Phoenix, he honed his skills managing High-Net-Worth clients at a Global Equities Management firm with a staggering $300 billion AUD in assets under management.
Beyond his professional accomplishments, Jess finds joy in his personal life. Residing in Melbourne with his young son, he balances family time with his unwavering support for the St Kilda Saints (though their performance may test his loyalty!). And when seeking a moment of personal challenge, Jess enjoys refining his golf game, which he admits, with a touch of humour, has “plenty of scope for improvement!”
Libby Dummett
Senior Strategist
Drawing on over 20 years of financial expertise, Libby Dummett is a strategic thinker with a proven track record of delivering innovative solutions. Her time at Bendigo Bank, where she collaborated with the CEO to develop pioneering programs, and her subsequent work in impact investing, including the creation of Australia’s first Social Enterprise Investment Fund, highlight her commitment to driving positive change.
At Phoenix Wealth Group, Libby combines her deep industry knowledge with a client-centric approach to help clients achieve their financial goals. When she’s not working, Libby enjoys the quiet beauty of her Darling Downs farm and the thrill of Polocrosse.
Ready to get started?
CALL US TODAY 1800 848 888
Email: Info@PhoenixPropertyConsultants.com.au
