Who We Are
Coming from the banking industry with over 10 years’ experience in home lending, all banking products and financial planning, Tyron Mitchell has a wide range of industry experience across many areas.
JP, Grad.Degree. FP, SMSF, ML
Registered Tax (Financial) Advisor – No: 25651994
“The most satisfying part of my job is putting my clients in a better position, and also seeing how relieved many of them feel once they’ve sorted out their financial concerns,” says Tyron.
“It’s a rewarding feeling that you can make such an impact on people’s lives and establish a new, close relationship from just doing your job.”
Prior to the banking and planning world, Tyron was in real estate for 13 years as an agent and acting principal in the Sydney and local markets.
“I have always loved being involved in real estate, how you can build your wealth using property and the joys of making it your family home.”
Tyron is currently studying his Master of Financial Planning, with working towards being a Certified Financial Planner (CFP). Tyron has already finished a Graduate Degree of Financial Planning and courses on Margin Lending, Self-Managed Super Funds. He is a Registered Tax (Financial) Adviser and a Justice of the Peace.
Tyron is very much a family man with his wife and two children, two cats and a dog.
“I love being at home watching my kid’s sports on the weekends, watching movies together or getting out in the garden. I also enjoy following rugby league and enjoy the great food and wine that surrounds us.”
After going through major health issues within my family circle, I ask all my clients the same starting question; “What is important about money to you? Is it for your lifestyle, wealth, protection or income?”
Tyron knows that it doesn’t take much to lose everything you love and have worked hard for. His goal is to make sure you can sleep easy every night knowing you’re in the best possible position if you are ever in this situation, and can thrive as an individual and family no matter what your circumstances.
SMSF, Grad Dip FP, Master FP, Assoc FPA
Registered Tax (Financial) Advisor – No: 26144937
Kim has joined our team in August 2022, and has been in the industry for 20 years with a Masters in Financial Planning, FASEA compliant, and Associated member of the Financial Planning Association.
Prior to joining Orange Financial Planning she spent 10 years with State Super (Aware) providing retirement planning advise to Government employee’s. Kim has lived in Orange for 12 years, after moving from Cowra where she was employed in the banking industry as a financial planner and run her own AMP business.
Kim’s goal is to help clients build a solid foundation and prepare her clients for a healthy & wealthy future.
“I love helping clients and putting them in a better position now and in the future”. “ I believe in educating my clients, and discussing scenario’s in plain English, so the client has a good understanding of their position and future goals to meet the outcome they want to achieve”.
Kim can provide advise in retirement planning, personal insurance, SMSF, managed investments, tax minimisation, and optimizing your super.
“At Orange Financial Planning, we take the time to educate our clients and provide them with options on the best way to move forward to meet their financial goals,” says Jake.
“We are not aligned with one particular fund or insurer – so we give the client the best options for their personal situation.”
Jake is the first point of contact for clients at Orange Financial Planning. He aims to assist clients by putting them in a better position than when they walked through the door.
An enthusiastic and dependable Planning Assistant, Jake believes the autonomy of Orange Financial Planning is a key attribute of the business. His aim is to always provide outstanding service and to ensure every client is moving in the right direction to meet their objectives.
Jake is an Orange local. He completed a traineeship in financial services and has a history in banking working with Orange Credit Union for more than seven years. He joined Orange Financial Planning in early 2022 to further his knowledge within the finance industry and has enjoyed meeting a wide variety of clients on their road to financial success.
Please come and see me so you can either;
• Maintain your current lifestyle.
• Build wealth for the future.
• Be able to keep your home or assets in hard times.
• Financially be able to help support someone to get better.
• Retire comfortably.
I look forward to meeting you.