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.

Simon Davis - Financial Advisor

SIMON DAVIS

Partner

With over 18 years experience delivering smart, practical advice in both Sydney and Brisbane

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WENDY SMITH

Accountant

Wendy Smith has over 14 years experience in the accounting industry and has worked for leading multi-national accounting firms.

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Chris Smith - Financial Advisor

CHRIS SMITH

Partner

Chris Smith has more than 14 years experience in providing strategic financial advice and successfully delivering tailored and smart solutions that get results.

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John-OBrien-c

JOHN O'BRIEN

Partner

These days John O’Brien focuses on advising those in the legal industry on all their wealth management and strategic advice needs.

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Grant Dougan - Financial Advisor

GRANT DOUGAN

Partner

Grant is a highly experienced adviser with over 19 years’ experience in the finance industry for the past 15 years

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Brad Phelps - Financial Advisor

BRAD PHELPS

Partner

Brad Phelps is a business executive with over 17 years’ experience in business transformation of leading firms

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