Our Financial Planning Team
Graeme B. BUS. FCPA (FPS). CFP
DIRECTOR – FINANCIAL PLANNING
- Financial Planning
Graeme is an Accountant who transferred to Financial Planning in 1986. In 1997, He established the Financial Planning business within BE to provide holistic advice to all BE clients, family and friends. Specialising in SMSF, Direct Shares, Superannuation, and Age Care, he is always available to assist.
Authorised Representative of Professional Investment Services Pty Ltd: 245034
Authorised Credit Representative of Centrepoint Alliance Lending: 410158
Wes Fdn DFP
FINANCIAL PLANNER
- Financial Planning
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.
Authorised Representative of Professional Investment Services Pty Ltd: 262343
Naidene Ass. Dip Business
Office Administration
- Financial Planning
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.
Organise a consultation with an experienced Financial Planner…
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Or call us (03) 9589 5488
WHERE DO YOU WANT TO BE
IN 20 YEARS?
Find out how Bruce Edmunds & Associates can take you there.