About Planning Professionals

Planning Professionals is an independently owned and operated Financial Advisory firm.

Over the years, our mission has remained the same − namely to add value and enhance the quality of our clients' lives and financial affairs.

We have been providing comprehensive wealth management services to a wide range of Australians including professionals, executives and business owners, whether it be centred around building assets for retirement or managing clients’ affairs in retirement. We also specialise in the area of Self Managed Super Funds and in particular strategies designed to incorporate investment property and borrowings into the superannuation mix.

The business is owned by it’s principal Peer Kulle a financial adviser with over 20 years experience in the financial services arena including senior management roles within the industry.

Peer has gained considerable experience in the superannuation field having advised some of Australia’s corporates on the management of their employee and executive super schemes. He has also consulted to many private clients on their personal superannuation affairs.

Serious Backing For Your Future

Planning Professionals is a Corporate Authorised Representative of The Salisbury Group which brings to the table the considerable financial skills and resources of it’s directors , management and advisers.

The Salisbury Group was established in 1999, with the simple aim of providing well thought-out planning and investment advice to its clients. Salisbury manages over AUD$700 million of client investments and is already one of the largest 100 financial planning firms in Australia.*

The Salisbury Group is a Principal Member of the Financial Planning Association of Australia Limited and abides by the strict Rules of Professional Conduct and Code of Ethics laid down by the FPA.

The company holds an Australian Financial Services Licence no225379 issued by the Australian Securities and Investments Commission. This enables our Advisors to provide clients with very broad ranging advisory services with the client best-interest at heart.

Director Profiles

Professor Tom Valentine - Chairman, Executive Director

B.Ec. 1st Class Honours, University Medal ( Sydney ), M.A, Ph. D. (Princeton), FFTA. Professor Valentine is adjunct Professor of Finance at the Macquarie School of Management (MGSM)

He was declared a "2006 Legend" by the NSW Finance and Treasure Association. His prior positions include:

• Professor of Banking and Finance at the University of Western Sydney 1995-2005
• Professor of Finance, University of Technology, Sydney 1991-1994
• Professor of Finance and Director of the Centre for Applied Finance, Ku-ring-gai College of Advanced Education 1989-1991
• Professorial Fellow and Director of the Centre for Studies in Money, Banking and Finance, Macquarie University, 1981-1989
• Member of the Board of the Australian Financial Institutions Commission, 1995-1999
• Chairman of Audit Committee, Australian Financial Institutions Commission, 1996-1999
• Member of the Board of the Financial Institutions Commission of NSW, 1997-1999
• Chairman of the Audit Committee of the Financial Institutions Commission of NSW, 1997-1999 (The Financial Institutions Commission of New South Wales was the body responsible for supervising the activities of Credit Unions, Building Societies, Friendly Societies and Co-operative Housing Societies in NSW. Its responsibilities were absorbed into the Australian Prudential Regulation Authority in 2000.)

Professor Valentine has consulted to the Law Reform Commission on Bankruptcy and Managed Investments, was a consultant to the Royal Commission into the State Bank of South Australia as well as a Senior Advisor to the Campbell Committee of Inquiry into the Australian banking system that led to the deregulation of the financial sector.

Mark Euvrard

B.Com. Hons (Rhodes), CTA, ACA

Mark has been a member of the Institute of Australian Chartered Accountants since 1980 and is an Accredited Financial Planning Specialist with the Institute of Chartered Accountants in Australia.
He has an extensive background in managing small-to-medium sized Australian subsidiaries of International Corporations.

He was the Australian General Manager of the largest dental equipment manufacturer in the U.S.A., was General Manager of the team which rescued the Spinners Team of Tradesmen franchise from Administration and successfully headed up the company which introduced smoke alarms into Australia.

Mark is a Director, Company Secretary and Compliance Officer for The Salisbury Group Pty Limited, which holds an unrestricted dealers licence.

Barry Stephen

FFA, FIAA, FAICD

Barry spent more than 40 years in the financial services industry as a systems analyst, Actuary, Investment Manager and as General Manager.

He retired from full time employment in 2000 having been the General Manager responsible for the Australian Life and Funds Management business of the Zurich Group for 16 years.

Barry is currently Chairman of AFS Group Ltd and a Director of Guide Dogs NSW/ACT inc.