protecting your interest

protecting your interest

Our VALUE PROPOSITION

Our value proposition to clients revolves around four key areas:

  • Developing and maintaining our knowledge and skills
  • Educating our clients
  • Providing a focus on strategy not just product
  • Empathy and building a sound relationship with clients

   Our philosophy

Our firm strictly adheres to the practice standards and professional conduct as enunciated in the Financial Planning Association of Australia's (FPA) Code of Professional Practice and Code of Ethics.

We believe that the greatest value our firm can be to clients is to always be available when needed and through ‘walking the talk’, instill in our clients the confidence that we will be proactive in suggesting strategy enhancements as we protect their interests.

Our clients are encouraged to engage not only their main point of contact in the firm, but any of the team that would be able to respond to or contend with their requests or concerns.

Our clients are clients of the firm, FinGuard Financial Planning, not just one particular adviser, and therefore all the team are committed to individual client satisfaction. This includes cooperative strategy analysis as well as administration, reporting and being re-active to client concerns.

 
  
  
  

        Our People

Ian Auld

Ian is the Director and Principal at FinGuard and has spent his entire career in the finance industry. He has operated his financial planning practice since 1994 and is a Certified Financial Planner having completed his Dip. FP and other prerequisites in 2002. Ian is a long standing member of the Financial Planning Association of Australian (FPA) and his role in the firm is to oversee the development of advice/strategies and the delivering of service offerings to clients. Ian enjoys movies and theatre, exercise and family life.

 

Luke Morris

Luke is a newly appointed Authorised Representative with the firm, focusing on a client services role as he develops his skills and experience in the area of client advice.  He has a passion for being part of people's journey to financial freedom and is eager to help them achieve their financial goals.  Coming from a career in the Military, a highlight being the honour of a delegation role for Australia during ANZAC Day services at Gallipoli, Luke has completed his Dip.FP and SMSF certification and has qualifications in Finance Broking.  He is now studying his Bachelor of Commerce (FP) and progressing towards becoming a Certified Financial Planner.  Luke's community volunteer work as a Prison Chaplain and with Young Diggers emphasises his desire to deliver a positive contribution to members of the community.  Outside of his role at FinGuard, Luke spends time with his fiancee, Courtney, as they plan their wedding together and also enjoys the outdoors and adventure sports like SCUBA diving.

 

 

Lindie Bernas

Lindie is responsible for the administration of our clients' superannuation arrangements - both Self Managed and other.  Her background in account and auditing skills contributes to her ability to manage both client and regulation requirements.  Lindie's interests include sport, reading and enjoying a good coffee with friends. 

 

 

 

MARJORIE ALLISON

Marjorie is our Administration Assistant.  She joined FinGuard after raising and educating her children.  Prior to that, she was the personal assistant to one of the partners in the accounting firm, Ernst and Young.  Marjorie’s interests include hospitality, reading interesting books and travelling anywhere.