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About NewCourse Financial

NewCourse Financial Pty Ltd is a locally owned and operated Financial Planning practice, established in 2007 by Stephen and Tracey Schill.

Both Stephen and Tracey Schill are qualified professionals who can provide you with advice in a range of financial areas. We pride ourselves on developing excellent working relationships with all our clients to set and navigate a course to achieve their individual financial goals and objectives.

Stephen Schill and Tracey Schill and NewCourse Financial Pty Ltd ABN 57 131 584 953, are Authorised Representatives of AMP Financial Planning Pty Limited.

NewCourse Financial can provide our clients with the personalised service that you can only get from a locally owned and operated business.  We provide our advice and services as Authorised Representatives of AMP Financial planning providing our clients and our business with the security and stability of a major Financial Institution.

Stephen Schill – Business Founder/Partner/Financial Planner

Dip FS (FP)

As the senior Financial Planner in the practice Stephen has 10 years experience as a financial planner, 8 years in private practice, and 2 years a a planner at a major bank. His career includes over 17 years experience as a self employed businessman. Read more »

 

Tracey Schill – Partner/Financial Planner

Dip FS (FP)

Tracey Schill is financial planner and partner at NewCourse Financial.  She has worked along side Stephen since he started in private practice around five years ago as a Paraplanner while studying her Diploma in Financial Planning.  In August 2008, she completed her Diploma and is now a qualified financial planner.  Tracey has a long history in the finance sector which includes five years in the financial planning industry and previously thirteen years in various roles in one of the major banks prior to having a break to have a family. Stephen and Tracey have three children, two in primary school and one in secondary school.

 

 Kerry Pagden – Client Manager

Kerry joined the team at NewCourse Financial in 2008 and continues to work with us in a Client Management role.  Kerry  has a long background within the financial planning and insurance industry, having worked with an AMP Authorised Representative for some 10 years prior to his retirement in 2007.  Kerry is  available to assist all of our clients with any enquiries or administrative needs.

 

 

 

At  NewCourse Financial, we provide: Strategic Financial Planning & Investment Advisory Services

Accredited by AMP

NewCourse Financial Pty Ltd, ABN 57 131 584 953, is an authorised representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706).

NewCourse Financial