Founder, Principal Adviser, Wealth Coach and Strategist
- 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.
Cashflow Management and Debt Advice Specialist
- Certificate IV in Finance and Mortgage Broking
In my role as a Cashflow and Debt specialist, my main focus is having a clear PLAN for our clients. Becoming debt free sooner and how to make a bett3r position with the money they have available is the key to our Cashflow and Debt Advice Program.
Managing finances can be challenging. It’s good to keep it simple where you can. We do the hard work with you and then show you how to get a good ‘handle’ on it.
We show you how to connect to and see ALL your money and accounts (including credit card/s, super, home loan/s etc) giving you ALL the balances and transactions from ALL institutions in ONE place.
The core part of our business and service is providing a simple system to follow (based on YOUR goals) that gives you a PLAN, a date that you will be DEBT FREE, and you get to decide how your CASHFLOW underpins your every goal.
- 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.
Client Services / Quality Review Officer
- 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.
I have been involved in the financial planning industry for over 40 years and my role here at FMG Wealth Strategists is to transition my clients over to Arthur and his team in particular Thomas Tan for our clients with a Chinese background.