"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives

Melbourne Office

< Melbourne Office

Melbourne Office

Address:
Level 7, 416-420 Collins Street
MELBOURNE VIC 3000

Mailing Address:
PO Box 501, Collins Street West
MELBOURNE VIC 8007

Phone: (03) 9292-0101
Fax: (03) 9292-0102

Travis Russo

Adviser Support

The Adviser Support role is similar to a traditional paraplanning role and incorporates technical elements with regard to key advice areas. This position is challenging and Travis works with multiple advisers and their client bases. He prepares Statements of Advice using the FIA purpose-built system which includes key advice areas such as:

Investments
Superannuation
Retirement Planning
Risk Management

> Staff Profiles

Danny KrsticDip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).> With professional qualifications including a Diploma of ...

James ShawBCom FP> James holds a Bachelor of Commerce with ...

At The ForefrontConsistency • Communication • Innovation