At VISIS we have a commitment to enhance the financial well-being of our Clients by providing tailored strategic advice and establishing long-term partnerships. To achieve this we attract, develop and retain people who are committed to continually expanding their knowledge, and who are prepared to go that extra mile to provide excellent service to our Clients.
Quite simply, our qualified advisers are genuinely and solely driven by Client needs.
With over 18 years experience delivering smart, practical advice in both Sydney and Brisbane
Wendy Smith has over 14 years experience in the accounting industry and has worked for leading multi-national accounting firms.
Chris Smith has more than 14 years experience in providing strategic financial advice and successfully delivering tailored and smart solutions that get results.
These days John O’Brien focuses on advising those in the legal industry on all their wealth management and strategic advice needs.
Grant is a highly experienced adviser with over 19 years’ experience in the finance industry for the past 15 years
Brad Phelps is a business executive with over 17 years’ experience in business transformation of leading firms