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

My best reward is when my clients reach their financial goals and retire with sufficient assets to meet their needs. This means working with them in a close and trusting relationship.
Areas of expertise
  • Financial Planning
About Graeme

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.

Authorised Representative of Professional Investment Services Pty Ltd: 245034

Show more
Graeme is a qualified Accountant who has specialised in investments since 1986. A fellow of the Certified Practicing Accountants....

Wes Howell

Wes Howell Fdn DFP

I have worked in financial planning for over 15 years. I enjoy assisting people as they clarify their financial position, what they want to achieve in the future and helping them stay on track to reach their goals.
Areas of expertise
  • Financial Planning
About Wes

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

Show more
Wes has been a financial adviser since 2001 developing suitable strategies and plans in the areas of investment....

Naidene Williams

Naidene Williams Ass. Dip Business
Office Administration

Providing the same friendly and efficient service to each and every one of our clients is important to me, regardless of the size if their query. I believe our clients feel comfortable approaching me as they know I will give them the personalised attention they deserve.
Areas of expertise
  • Financial Planning
About Naidene

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.

Show more
Naidene joined us in August 2007 having returned to the workforce after a break to start a family.

Kim Visek-Johnson

Kim Visek-Johnson B.Comm
Administration

I enjoy dealing with our clients and solving their financial issues with them and helping them deal with the complications of financial institutions and their processes. I hope this gives our clients peace of mind so they can enjoy their lives.
Areas of expertise
  • Financial Planning
About Kim

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.

Show more
Kim joined us in February 2016. She brings with her 36 years of experience in the Investment....

Organise a consultation with an experienced Financial Planner…

WHERE DO YOU WANT TO BE
IN 20 YEARS?

Find out how Bruce Edmunds & Associates can take you there.

Organise a meeting!