Who we are
FSS prides itself in helping you to structure your financial situation to achieve better outcomes for your needs using current investment, legislative and commercial information, whilst empowering and educating you to make better decisions as you advance through life.
The world has a lot of options to offer you and being aware of them and the consequences of various decisions to act and not act is important to your life success. Providing advice on these issues is what FSS is all about.
We start by understanding who you are and what you are about. From this information possible solutions are explored and the pros and cons weighed to ensure the best of them is selected and then put into action for you with your input. You are supported all along the way to ensure you are on top of your situation through regular review and always being able to contact us and discuss any shorter notice changes that may need consideration.
There are many aspects to be considered, it all starts with your goals, amongst which may be protection, balanced budgets, investment, making use of your tax situation and use of financial institutions to make them work for you effectively.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
Meet our team
Senior Adviser ADFP
John is a qualified financial planner with DFP qualifications and has been practicing in Albany privately for almost 9 years having previously been engaged with a major bank and prior to that a property investment company. John has been involved with the insurance and investment industry since he was 18.
John prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
- Advanced Diploma of Financial Services (Financial Planning)
My background is in customer service which I have done for over 35 years, mainly in Hairdressing and Telstra, from there, I transferred into the banking industry in 2004 and now have been working in the role of practice manager and assistant to the adviser. I am now very excited to start my new role as a Financial Planner.
In my new role, I will help guide people through all of life's stages from in your first job, saving for your dream goals, planning your retirement and ensuring that your estate is dealt with in the way you wish and keeping your best interest in the fore of mind.
- Diploma of Financial Planning
- Graduate Certificate of Financial Planning
I have grown up in Albany, raised by a family originating from country WA with farming and agricultural backgrounds. For the past five years, I have been working in administration and bookkeeping. I am now focusing on working towards a successful career in financial planning. What draws me to financial planning is being given the opportunity to build relationships with people while helping them to achieve their goals throughout all stages of their lives. Having a passion for helping others and a keen interest in the economics and politics of the world, I hope to prove myself to be successful within such a rewarding role.
- Diploma of Financial Planning
Speak with us about how we can help you reach your goals.