About our firm

KeyPlay Financial Services is a locally owned business based in Ballarat in Victoria.

At KeyPlay our promise is to provide clients with qualified, honest and caring advice and we do not compromise on that. We pride ourselves on presenting practical and realistic solutions to our clients and importantly deliver our advice in words that we can all understand.

KeyPlay Financial Services promises to provide clients with qualified, honest and caring advice and we do not compromise on that.

We specialise in the areas of Pre and Post Retirement, Centrelink (which can be a maze), Aged Care, divorce or separation, and Superannuation/Investment/Insurance matters (all which can be confusing and difficult to understand).

At KeyPlay we view the Retirement, Centrelink and Aged Care sectors as the crucial areas facing Australians in this early part of the 21stCentury and importantly we have BOTH the experience and the qualifications to help clients.

We also help businesses by working with them to provide advice to their older employees around possible options including transition to retirement and Centrelink payments and concessions.

Our business is a long established one and is supported by the vast resources of Hillross Financial Services and the AMP. Hillross ensures our conduct, systems, technical knowledge and advice are accurate, up to date and compliant, which, especially these days, is important for our clients to know.

Suzana Mesic

Suzana Mesic

Financial Planner

Suzy has worked as a financial advisor since 2008 and joined Edge Advisory Partners in 2020.

Suzy holds a Diploma and Advanced Diploma in Financial Planning.

In her spare time she loves to travel, go to the beach and spend as much time with her family as she can.

 

Jarred Henry

Jarred Henry

Financial Planner

Jarred has been a Financial Planner since 2014 and joined Edge Advisory Partners in 2019.

He is a member of the AMP Financial Planning Association and the Financial Planning Association of Australia.

Jarred has a Bachelor’s degree in Commerce majoring in Finance and Financial Planning from Deakin University.

When not at work Jarred enjoys travelling and seeing the great outdoors.

 

Tim O’Toole

Tim O’Toole

Certified Mortgage Adviser

Tim is a certified mortgage consultant with over 5 years of core lending experience in the financial services industry. Tim passion is to work with his clients find a better financial position today to ensure they achieve their lending goals for the future.

Tim has a diploma in Bachelor of applied science and is an accredited member of Finance Brokers of Australia.

Outside of work Tim enjoys spending time with his family, wife Tanya and his 4 little legends Addis, Poppy, Oliver and recent addition Ziggy.

 

Laura Dwyer

Laura Dwyer

Office Administrator

Laura joined KeyPlay in May 2016 after 7 years with IBM based at the Ballarat Technology Park.

She is an enthusiastic and responsible self starter and will likely be the first person you speak to when you contact KeyPlay.

 

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Laura helps clients with general queries and will support Suzy and Jarred with the preparation of reports and statements.  She is also adept with the Centrelink online system and helps to keep our clients’ records up to date with them, which is most important.

In her spare time, Laura is an accredited AFL Goldfields Trainer with North Ballarat City Senior Football Club.

Wendy Jenkins

Wendy Jenkins

Client Services

Wendy commenced with KeyPlay in May 2012 after working in a client services role with a local accounting firm.

She is a valuable member of the KeyPlay office team and has increased her responsibilities markedly since joining us.

Wendy is responsible for the preparation of Review Reports for our clients and also ensures that relevant research information is kept up to date and current.

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Recently introduced Federal legislation for businesses like ours, has seen the requirement for extra paperwork to be provided to clients, in addition to what they already received. Wendy has taken on the bulk of this extra workload and makes sure that our KeyPlay clients are up to date with all necessary paperwork at the appropriate times. In her spare time Wendy enjoys riding and showing quarter horses and travels to shows across the country to compete.

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