Our Financial Planning Team
Good planning is a key component to your financial future. Our qualified team of financial planners can help you negotiate you way through the maze of money matters. To help you understand us we thought it useful to provide a profile of our team.
Our Senior Financial Planners:
Graeme Matthews BBus (RMIT) FCPA (FPS) CFP - Director - Authorised Representative of PIS
Graeme is a qualified Accountant who has specialised in investments since 1986. A fellow of the Certified Practicing Accountants (FCPA) and also a Certified Financial Planner (CFP) Graeme has a wealth of knowledge that can assist you in charting your course through the maze of financial regulations and investments.
Marino Bongiorno CPA CFP – Authorised Representative of PIS
Marino is a Certified Financial Planner (CFP) and Certified Practising Accountant (CPA) who has been providing financial advice to clients since 1987. Marino specializes in taxation planning and associated financial planning and wealth creation issues.
Our Financial Planning TeamChristina Bolli Fdn DFP, SIA (Aff)
Christina joined us in September 2007 as a Para-planner, having worked in the Financial Planning industry since 1999 in various roles including Client Service Manager, Para-planner and Financial Planner.
Amy Bongiorno
Amy commenced work in 2002 in administration and client services. Amy started with Professional Investment Services (Dandenong) in 2007 serving the financial planning business in management, administration, liaising with clients and supporting the financial planning team.
Wes Howell Fdn DFP – Authorised Representative of PIS
Wes has been a financial adviser since 2001 developing suitable strategies and plans in the areas of investment and superannuation to enable people to meet their financial goals. Wes has been an authorised representative of PIS since 2007
Naidene Williams Ass. Dip Business (Office Administration)
Naidene joined us in August 2007 having returned to the workforce after a break to start a family.
With more than 10 years experience in providing administrative support to executive management, Naidene has a key role in assisting the Financial Planning team thereby enabling them to fully concentrate on the varying needs of our clients.
Professional Investment Services
Level 14
Corporate Centre One
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217
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Liability limited by a scheme approved under Professional Standards Legislation