Local financial planning group, Bridges Lake Macquarie, has recently expanded their team to include two new members, each of whom come equipped with a passion for the industry and will be heading the team’s newest location. 

The new appointments, David Williams, and Logan Humphries, have hit the ground running at the Thornton office, being onboarded just months before the end of financial year.

Bridges Lake Macquarie Branch Manager, Daniel Irving, says David and Logan joined their group at just the right time, and their wealth of knowledge will provide substantial benefits to the new team and clients out at Thornton

“We are excited to have the new additions join our team, and they’ve impressed us all with how well they’ve adapted during such a busy period – not to mention the fact that they’ve handled lockdown and remote working all while still finding their footing in the team,” Daniel said

“It’s been amazing to see how they’ve caught every curveball 2020 has thrown and we look forward to seeing them excel further in our division”

David, who has filled the role of Team Leader – Paraplanning, has been with the Bridges family for over a decade, but was particularly drawn to the Lake Macquarie team.

He previously was a Senior Adviser at the Newcastle branch in Honeysuckle, before then moving on to manage the Upper Hunter office.

Having worked for Bridges for over twenty years, David believes the Lake Macquarie branch stands out from in terms of service and client focus. 

It was this focus on team values, innovative collaboration, technical knowledge, and advice that has propelled David to take up this new role. 

“Bridges Lake Macquarie is one of those businesses that fit right in with the friendly spirit of the Hunter – the team is passionate about building lasting connections with their clients, and they use their rapport to continue offering professional, personalised financial advice,” he said.

Logan says he too was impressed with the way his new team collaborate and support each other and their clients.

“I think I’d only worked with my new team for a few days before we went into lockdown, but the switch was a breeze thanks to the encouragement of the team. Any questions I had, they were there to help my along,” Logan said.

Logan joined the Bridges family fresh out of high school, ahead of his enrollment at the University of Newcastle. 

His knack for hard work, leadership, academic success, and respect among peers was what caught Daniel’s eye. 

“We were looking for a highly motivated school leaver who had an aptitude for financial services. Logan checked every box, and he even showed an interest in the community through regular public speaking, which is important to our team,” Daniel explained. 

Both David and Logan are keen to make their mark on the new Thornton office, with collaboration and support at the forefront of their operations.

Daniel says the pair were chosen strategically, and that the team needed a mix of experienced seniors and younger innovative individuals to achieve success.

“I know the next few years will involve significant amounts of changes and re-engineering of processes across the practice as we embrace much more technology and automation,” he said

“David has the experience to teach Logan, and Logan’s adaptability will help them moving forward.”

David and Logan will continue to work closely with the Bridges Lake Macquarie team to provide a high level of technical advice and service to the firm’s clients.

IMAGE | Logan Humphries, Daniel Irving, and David Williams (left-right).