A DYNAMIC AND FOCUSSED TEAM

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.

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AllExecutive TeamMeet the teamVISIS AccountingOur Team

Wendy Smith

Accountant

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

Wendy Smith

Accountant

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

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... Read More

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.

John is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm since inception.

As

Simon Davis

Partner

With over 18 years experience delivering smart, practical advice in both Sydney and Brisbane, Simon has worked with exceptional people... Read More

Simon Davis

Partner

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

Chris Smith

Partner

  • 2015 CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards NATIONAL WINNER
  • 2015 Excellence Award – ifa (Independent Financial Adviser)
  • 2015... Read More

Chris Smith

Partner

  • 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

Grant Dougan

Partner

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

Grant Dougan

Partner

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

Brad Phelps

General Manager

Brad Phelps is a business executive with over 17 years’ experience in business transformation of leading Australian and international firms.... Read More

Brad Phelps

General Manager

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