Why Choose Future Assist?

 

In order to better serve our clients, Future Assist have established a panel of highly experienced Financial Services Specialists to oversee the advice process.

The panel consists of four experienced individuals who possess specialist knowledge within the financial services industry. This panel meets on a regular basis to examine client’s situations, their needs, their goals and their objectives to ensure that the highest level of advice is been provided to each and every Future Assist client.

We believe in the value of experienced financial advice, in providing exemplary service, and in putting clients first in all we do.

 

 

 

Nigel is focused on providing the very best financial advice and strategy to individuals and business owners. He has over 15 years’ experience in accounting, financial planning and stockbroking. He has experience in providing advice on a wide range of financial products including life insurance, managed funds, listed securities, margin lending and superannuation.

Position: Senior Financial Analyst

Qualifications:

  • Diploma of Financial Planning
  • Bachelor of Commerce – UC
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Masters of Business Administration (MBA) – AGSM
  • Australian Financial Services Licence (AFSL) Principal
  • Member of the Financial Planning Association of Australia

Expertise:

  • Financial Planning
  • Risk Management
  • Management

 

 

 

 

 

 

 

Ian has over 8 years’ experience in the financial services industry specialising in Insurances, retail superannuation, self-managed superannuation (SMSF), managed funds and managed investment schemes. He has experience in providing advice to clients as well as overseeing the implementation of insurance and superannuation advice within the group.

Position: National Manager of Risk and Superannuation

Qualifications:

  • Diploma of Financial Planning
  • Bachelor of Business Management
  • Member of The Association of Financial Advisers
  • Member of The Million Dollar Round Table® (MDRT) Court of the Table Qualifying Member

Expertise:

  • Insurances
  • Risk Management
  • Self-Managed Superannuation
  • Managed Investments

 

 

 

 

 

 

 

 

Keith has over 8 years’ experience in the accounting and financial services industry. He has previously specialised in providing accounting, taxation and self-managed superannuation services and advisory.

 

Position: Future Assist Group General Manager

Qualifications:

  • Advanced Diploma of Accounting
  • Associate Member of the Institute of Public Accountants
  • Diploma of Financial Planning
  • Tier 2 General Insurance Compliance
  • Justice of the Peace (QLD)
  • Currently completing Masters of Commerce (professional Accounting)

Expertise:

  • Self-Managed Superannuation
  • Financial Accounting
  • Management

 

 

 

 

 

Victor has over 20 years’ experience in the financial services industry, including financial planning (advice), financial products, equities, managed investments, superannuation, insurance, margin lending and managed investment schemes.  Victor brings a wealth of knowledge and practical experience to Future Assist Group.

 

Position: Responsible Manager on the Future Assist Financial Services Group Australian Financial Services Licence – overseeing compliance of advice to ensure all advice given is in line with the client’s goal, objectives, risk profile and resources.

Qualifications:

  • Associate Diploma in Engineering
  • Diploma of Financial Services (Financial Planning)

Expertise:

  • Financial Planning
  • Compliance
  • Investment
  • Management
Why Choose Future Assist?:
call us on 1300 118 618