Our Financial Planning Team

Good planning is a key component to your financial future. Our qualified team of financial planners can help you negotiate your way through the maze of money matters. To introduce our team we have provided a profile of each member below:

Graeme Matthews

Graeme Matthews BBus (RMIT) FCPA (FPS) CFP

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.

Sub Authorised Representative: 245034

Wes Howell

Wes Howell Fdn DFP

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.

Sub Authorised Representative: 262343

Naidene Williams

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.

Kim Visek-Johnson

Kim Visek-Johnson B.Comm
Administration

Kim joined us in February 2016. She brings with her 36 years of experience in the Investment, Superannuation and Insurance Industry and is well placed to assist our team in meeting our clients’ Financial Planning needs.

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WHERE DO YOU WANT TO BE
IN 20 YEARS?

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