Our team - FMG Wealth Strategists

Arthur Panagis

Founder, Principal Adviser, Wealth Coach and Strategist - at FMG Wealth Strategists

 

Qualifications

  • Bachelor of Business (Accounting)
  • Diploma of Financial Services (Financial Planning)
  • Professional Certificate in Self Managed Super Funds
  • ASX Listed Equities Accreditation
  • Tax Financial Adviser

My mission is to assist and empower you in your Wealth Creation, Expansion, Protection and Education in pursuit of your financial freedom and towards your personal financial mastery.

Debbie Panagis

Whole of Life Coach - Wealth, Wellness and Mindset Facilitator

Author of Wealth, Wellness and Mindset.

In my role as a Wealth, Wellness and Mindset specialist, my main focus is creating a clear PLAN for our clients. Gaining mental clarity and assisting you in ‘right actions’ is the key to our Wealth, Wellness and Mindset Program. We show you how to connect to what you would most love in your life.

Managing life and finances can be challenging. It’s good to keep it simple where you can. We help you plan what you would most love and then show you how to get a good ‘handle’ on it all.

The core part of our business and service is providing a simple system to follow (based on YOUR goals) that gives you a PLAN and a vision, to create what truly inspires you as well as, regular reviewing of your plan and vision and adjusting and pivoting when necessary.

 

Qualifications

  • Breakthrough Method Facilitator
  • Certificate IV in Finance and Mortgage Broking

 

 

 

Thomas Tan

Associate Adviser

Qualifications

  • Bachelor of Commerce (B.Com.)
  • Certificate IV in Business

As a young graduate from university, it is such a great opportunity for me to join this team. I really enjoy working at FMGWS as it offers me more opportunities to expand my knowledge in the financial planning industry. I am keen to become an extraordinary financial planner and I wish to help you achieve your financial objectives, whilst achieving my personal objectives at FMGWS.

Michael Nevin Oscares

Financial Planning Assistant

Qualifications

  • Bachelor of Psychology

As a fresh graduate with a psychology degree, it is a privilege to be able to learn more about financial literacy and the value of starting to plan my financial future early. FMGWS has been teaching me every step of the way the means to prepare myself and others for financial wealth and freedom. I am honored to be working as a financial planning assistant in order to assist others reach their financial goals and dreams for a brighter and secure future.

Rebecca Hyams

Client Services / Quality Review Officer

Qualifications

  • Bachelor of Commerce from Flinders University (Major in Accounting, minor in Finance)
  • Associate Diploma in Accounting

In my role as Client Services/Compliance Officer, I enjoy maintaining client records and ensuring that all aspects of compliance are adhered to. Maintaining accurate and reliable records is something that links well with my accounting background and the need for detailed information. Constant educational updates on compliance is vitally important to ensure the integrity of service to clients, and updating my knowledge is something that I relish as part of my role.

Our specialty is helping clients make better choices with the money they have available. Ensure their debts are structured in the most efficient manner. And retire debt free. On the date they choose – with money left over to live their best retirement possible.

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