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.
So, in alphabetical order, we have:-
Christina Bolli Fdn DFP, SIA (Aff) PS146
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.
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.
Tim Parker BBus (Accounting) Dip FS, PS 146 - Authorised Representative of PIS
Having rejoined us in October 2007, Tim has now been in the financial planning industry since 2000 and is currently undertaking the CFP course. Tim's role includes plan preparation and review and portfolio management.
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
