Our Advisers
Michael Bowman, CFP
Independent Financial Adviser
Principal, When Financial Solutions
Servicing North West and New England NSW
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Michael is a co-founder of When Financial Solutions, where he practices as an independent financial planner.
Michael was born and raised in Barraba and has lived in Tamworth since 1997. He is married to Kate and has two teenage children. He enjoys outdoor activities, particularly watching and encouraging his children in sport, but also keeping himself fit via cycling and attending the gym. He loves to travel within Australia, taking a particularly liking to remote outback regions of South Australia, Northern Territory and Western Queensland.
Michael is also actively involved in the local Tamworth community through his membership with the Rotary Club of Tamworth Sunrise where he is a past president and treasurer as well as part of the committee which runs the annual Pedal the Peel cycling event.
Daniel Crump, CFP
Independent Financial Adviser
Principal, Daniel Crump Financial Planning
Servicing Central West NSW
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Daniel is the founder of Daniel Crump Financial Planning, where he practices as an independent financial planner.
He has built his career over more than 20 years as a financial planner in Central West NSW, helping thousands of local people plan for their retirement.
Daniel lives in Orange with his wife and five children. Here’s a proud and active member of the local community, currently serving as Treasurer of the Orange Cycle Club.
Chris Keating
Independent financial adviser
Principal, When Financial Solutions
Servicing Newcastle, Lake Macquarie and the Hunter
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Chris is a co-founder of When Financial Solutions Newcastle, where he practices is an independent financial planner.
Chris has worked in financial services for 15 years, 10 of those years as a financial planner. To Chris, financial planning is about possibilities. He gets great satisfaction from helping clients figure out what they want could be a reality.
And he does it all with professionalism and respect. Chris believes that care, understanding, trust and empathy are the foundations of a great financial plan.
Chris grew up in Valentine and still lives in Lake Macquarie with his wife and three daughters. Together, they live an active lifestyle. They love camping, bushwalking and beach adventures with the family dog, all squeezed in between netball games and Little Athletics events.
Rick Latimore
Independent Financial Adviser
Principal, When Financial Solutions
Servicing Newcastle, Lake Macquarie and Hunter
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Rick is a co-founder of When Financial Solutions - Newcastle, where he practices as an independent financial planner.
Rick has worked in financial services for more than 15 years, and as a financial planner for almost 10 years.
As an independent financial adviser, Rick is setting a new standard for unbiased advice. He is paid only by his clients and only for the services he provides. He receives no commissions, asset-based fees, or any other benefits from investment providers whatsoever. What you see is what you get. There are no hidden agendas.
Rick grew up in Taree but has built his career in Newcastle. He lives in Lake Macquarie with his family and on the weekends can be found driving his four boys to and from sporting events.
Peter Lillicrap, CFP
Independent financial adviser
Principal, Securus Retirement Solutions
Servicing Greater Sydney
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Peter is the founder of Securus Retirement Solutions, where he practices as an independent financial planner.
Peter worked as a financial planner with Aware Super for over 25 years, specialising in Government defined benefit super funds.
As a financial planner, Peter is keen to spend time understanding his clients’ needs and objectives, then using his knowledge in the retirement planning space, providing solutions and peace of mind.
James McMaster
Independent Financial Adviser
Principal, When Financial Solutions
Servicing North West and New England NSW
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James is a co-founder of When Financial Solutions, where he practices as an independent financial planner and has achieved industry leading rates of client satisfaction.
James grew up on a farm near Warialda and now lives in Tamworth with his wife, Emma and 3 children, Archie, Darcy and Harriet. He supports and still regularly participates in local community sporting events, such as running, cycling and triathlon events. James is also a committee member of the Tamworth Junior Cricket Association.