Our team will work with you to provide direction on your journey to get you where you want to be….
We will help simplify complex financial concepts and strategies to provide the insight and confidence to make decisions that will allow you to reach your optimal destination, both financially and in life.
PC has worked in the financial services industry for over 10 years providing business advisory, taxation and superannuation consulting services. PC works with a diverse client base, including executives of listed companies, SME business owners, super fund trustees and individuals requiring holistic wealth management advice.
PC’s extensive business and industry expertise together with his international network of contacts enable him to develop comprehensive financial strategies to achieve clients’ lifestyle and financial goals and create a clear vision for his clients’ financial future. PC works in partnership with his clients to ensure transparency and clarity of the financial planning process.
• Bachelor of Business (Accounting)
• Bachelor of Business (Banking & Finance)
• Adv. Diploma of Financial Planning
• Member of CPA Australia
• Associate of Financial Planning Association of Australia (FPA)
• Affiliate of FINSIA
I am authorised by Lonsdale Financial Group Ltd to provide financial product advice in respect of the following classes of products to retail and wholesale clients;
• Basic and non-basic deposit products
• Government stocks, bonds & debentures
• Managed investments (including Investor Directed Portfolio Services)
• Risk insurance and insurance investment products
• Retirement savings accounts
• Self-Managed Superannuation Funds
Andy has just recently joined our growing team and comes from a financial planning background. Andy possess extensive industry knowledge in the areas of portfolio construction and personal risk cover. With 8 years of experience in the financial planning industry he is well equipped to assist our clients achieve their goals.
Being a parent, Andy knows too well the importance of having a financial plan in place. This is reflected in his passionate approach to assisting clients in all stages of life, plan, protect and achieve their financial goals and ambitions. Andy has a keen interest for knowledge and is constantly monitoring legislative and industry change, whereby he can assist in implementing any modifications if and when required.
Andy’s attention to detail and commitment to achieve industry leading outcomes has allowed him to established himself as an essential member of our team and further enhances the ability of Parc Wealth Management to provide comprehensive and tailored advice to each of our clients.
• Bachelor of Business (Banking and Finance)
Michelle started in the Financial Planning industry in 1998 and has held positions in several Financial Planning firms and a leading Australian Fund Manager. Her roles have included Client Services, Business Development and Paraplanning.
Michelle specialises in compliance, client portfolio management and manages the on-going client service process. Michelle is part of the Parc Wealth Management team and is available should you require assistance at any stage throughout the Financial Planning process.
• Bachelor of Commerce (with Distinction)
• Majoring in Financial Planning and Marketing
• Associate Diploma in Business from Swinburne University