Grant has been a financial planner for over 28 years. His areas of expertise include wealth creation, saving and investment strategies, retirement planning, Self-Managed Superannuation Funds, taxation, shares, negative gearing, margin lending, aged care, risk management and estate planning.
He is a Certified Financial Planner (CFP®) with the Financial Planning Association (FPA), is an inaugural member and Superannuation Specialist Adviser (SSA™) with the Self‑Managed Super Fund Association (SMSF Association), and holds a Diploma of Financial Planning.
As Grant explains, “My focus is on providing a personalized, wholistic financial planning service. My role is multi-faceted: if I can’t assist with a particular area of advice, I am entirely comfortable referring clients to trusted specialists in related fields, thereby enhancing the overall approach provided to clients.
What makes us most proud is that, over many years, most of our highly valued and loyal clients have felt quite comfortable referring their friends, other family members and their own children to our practice to look after and protect their respective financial futures. The ongoing support and trust placed in myself and my great team is highly valued and appreciated.”
Grant’s hobbies include golf, AFL football, movies, dining out, travelling and actively supporting his childrens’ sporting pursuits.
Financial Services Partners prides itself on building professional, long-term partnerships with clients. Such partnerships are built upon mutual respect, integrity, trust and accountability. Our goal is to fulfil or excel your expectations in relation to each aspect of our services.
Moira is a Certified Financial Planner (CFP) member of the Financial Planning Association (FPA) and holds a Diploma of Financial Planning. She has extensive experience within the financial planning industry with her primary focus being report writing, technical planning, strategy implementation, adviser support and client liaison.
We are delighted to announce that Moira was recently recognized within the Financial Services Partners national group as the very worthy recipient of:
“FSP Customer Service Award Winner SA & WA – 2016/2017″.
Our warmest congratulations to Moira upon winning such an illustrious accolade. Her devotion to the Practice and all our clients is exemplary. She is well-deserving of this highly distinguished national award.
Moira’s interests outside of work include AFL football (Crows), movies, music concerts, travelling and catching up with family and friends.
Cameron comes to us with extensive experience from within both the financial planning industry and a large national banking institution. Cameron holds a Diploma in Financial Services (Financial Planning) and is presently undertaking further study towards achieving his Advanced Diploma.
His particular areas of expertise include technical planning, developing strategic financial planning solutions, profiling and analysing investment products to customize clients’ financial strategies, report writing, investment implementation, risk management, client liaison and general administration.
Outside of work, Cameron enjoys playing AFL, surfing, basketball, golf, music and travelling.
Mandy’s responsibilities include practice management and enquiries, client liaison, client transactions and online queries, liaising with various company Business Development Managers, liaison with Government agencies on behalf of clients generally and administrative duties.
Mandy’s hobbies outside of work include AFL football, reading, movies, general socializing with family and friends, travelling, music concerts and events, involvement with her childrens’ sporting interests and volunteering for non-profit organizations and charities.