22 Sep 2016

Sharon Bretherton is a CPA.ASA. and our Company Accountant at VISIS Private Wealth. She has Bachelor of Commerce (Accounting major) and Diploma in Management. Sharon has worked in various industries (Arts, Hotel Management, Television, Legal and Printing.) She has extensive management and accounting experience in financial and non-financial reporting. Please follow and like us:

22 Sep 2016

Wendy Smith has over 14 years experience in the accounting industry and has worked for leading multi-national accounting firms specialising in business services and taxation. In 2006, Wendy established VISIS Accounting Services to complement the wealth management advice provided by VISIS Private Wealth, and help companies and individuals maximise their growth potential and achieve their […]

22 Sep 2016

2015 CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards NATIONAL WINNER 2015 Excellence Award – ifa (Independent Financial Adviser) 2015 Best Client Servicing Award – ifa (Independent Financial Adviser) 2014 CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards Queensland WINNER 2013 CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best […]

22 Sep 2016

Grant is a highly experienced adviser with over 19 years’ experience in the finance industry and for the past 15 years has been providing truly holistic, strategic financial advice to executives, professionals and high net worth clients. As a partner of VISIS Private Wealth, one of Australia’s leading, privately owned wealth management firms, Grant is […]

22 Sep 2016

John O’Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm. For over 15 years John has been directly advising his clients on all their wealth management and strategic advice needs. As a Partner at VISIS, John feels that it is essential to ensure that all advice […]

22 Sep 2016

With over 18 years experience delivering smart, practical advice in both Sydney and Brisbane, Simon has worked with exceptional people to build a respected, 100% privately owned practice – VISIS Private Wealth has no alliances to other financial institutions. Quite simply, our qualified advisers are genuinely and solely driven by client needs. Simon has the […]

22 Sep 2016

Brad Phelps is a business executive with over 17 years’ experience in business transformation of leading Australian and international firms. As General Manager of VISIS, he draws on a broad range of skills built up from numerous consulting engagements and senior management positions to deliver satisfying and profitable client experiences that foster client loyalty, support […]