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 worthy recipient of the “FSP Customer Service Award Winner, SA & WA, 2016/17”. Our warmest congratulations to Moira upon winning such a prestigious accolade.
Mandy’s responsibilities include practice management and enquiries, client liaison, transactions, correspondence and general administration.