The FIS Team
We are a close knit team that live by the cheesy mantra: ‘team work makes the dream work’ it’s a cliche because it’s true!
When engaging with us in the advice process you will have access to not only your own personal adviser but a team of experienced advisers and support staff that are experts in their field. We work together to ensure that every client is cared for and knows they are part the financial investment solutions community.
ADVISERS
Gordon Wilson
Principal & Managing Director
I have worked in financial services since 2006 and been involved in providing advice since 2008. He took on the responsibility of being Managing Director at FIS in January 2013 and now balances his time between working directly with clients and growing FIS to be a leader in financial services. Gordon is building on the strengths that his parents established to grow a company that delivers unbeatable service to every client. He has strongly collaborative approach, welcoming input and feedback from colleagues and clients alike.
Qualifications
Advanced Diploma of Financial Planning
Diploma of Financial Services
Diploma of Finance and Mortgage Broking Management
Justice of the Peace
Membership
Mortgage Finance Association of Australia (MFAA)
Financial Planning Association (FPA)
Tax Practitioners Board
Financial Ombudsman Service
AMP Financial Planners Association Inc
Why financial advice
As a second generation advisor it was easy to fall into a profession under the guidance of my father. What wasn't easy was realising what it took to be successful like my father.
Since entering the industry the appeal of helping clients and creating a great experience and relationship with them has resonated with me. It is something that gives me great pride when clients can turn to me as a trusted advisor and more so when I see them achieve their desired goals.
What’s your goal
Like my clients I harbor my own goals and ambitions. Most importantly and quite simply, I'd like to live a healthy happy life with a great work life balance.
I love what I do professionally, but when I'm not doing that I'm staying fit and active so I can enjoy racing cars. Ultimately, I'd love to experience racing at various tracks in certain races around the world.
I have been fortunate to experience the advice process from the perspective of both a paraplanner and an adviser. In the 12 years that I have been an adviser I use both the technical skills of paraplanning, coupled with financial planning to put in place strategic goal planning advice. I believe this gives a real advantage as listening to client’s goals and direction in life is so important and interpreting this with strategic financial planning is the key. I truly enjoy seeing clients follow their path in life, with the tools that we have developed together to make their money ‘walk the walk’. The areas of advice I specialise in are portfolio management and construction, superannuation, insurance, SMSF, budget and cash flow planning, Centrelink, aged care, investments and product platforms.
Qualifications
CFP certified financial planner
Bachelor of Business (Finance and Business Law)
Graduate Diploma of Finance
Membership
FPA - Financial Planning Association
Financial Planner (CFP) membership
What’s your goal
I want my clients to really make the most of their finances, to provide them with security and opportunity. I have a young family myself and it comes with many worries. I think that having financial security is often overlooked but it diminishes alot of stress and prioritises a family’s goals. Financial planning is often a bit of a bare all scenario as we discuss life planning, goals, dreams and I take the responsibility and the relationships very seriously. I hope this is evident in all of my client relationships and its what I strive to achieve.
William Meehan
Senior Financial Planner
I was at a point in my life where I was in a position to choose what I wanted to do with the remainder of my career and my life. What I most wanted to do was help people and work with people that I wanted to work with, forming meaningful relationships with clients and help them achieve their goals.
Qualifications
Diploma of Financial Planning
Certificate IV Financial Services (Finance/Mortgage Broking)
Membership
MFAA - Mortgage & Finance Association of Australia
FPA - Financial Planning Association
Whats your goal
My personal goal is independence; to have a healthy work/life balance and to ensure that my family is also in a better place financially, as a result of my endeavours.
I have been married since 1979 and he have three children and three cherished grandchildren. Spending time with my family is a source of immense joy in my life.
Marieka Perkovic
Senior Financial Planner
SUPPORT STAFF
TRACY WALKER
Implementation & Client Support Specialist
Tracy has worked in the financial services industry for over 20 years and has a real passion for helping clients get the best outcome. Tracy has been the backbone of the FIS client services experience for over 5 years, using her extensive financial services knowledge and compassionate nature to assist clients throughout the implementation process and with any client query. Tracy is a lover of NRL, Sharks of course, football (soccer), good food and wine.
JOANNE PLANT
Client Services Co-ordinator
Joanne joined the FIS team in 2018, returning to financial services after raising her three children. She is enjoying rediscovering her passion for providing outstanding customer service with FIS. Joanne is embracing the robust changes within the industry, as she believes that they help provide a far better outcome for clients. Away from work, she has a love of her family, walking and her husband’s cooking.
TONY HING
Senior Paraplanner | MComm | DipFP,
I'm Tony and I've been employed/contracting as a paraplanner with FIS for over 15 years. I was also a financial planner for almost 20 years in addition to working as a paraplanner and have been involved in the financial services industry for over 35 years.
My interest are varied and include listening and relaxing to all types of good music, playing trivia and scrabble. I also love to participate and watching in all types of sports with a particular passion for tennis and also used to be an avid golfer when I was younger.
SOPHIE WALKER
General Manager
My career progression, like many others, has not been linear, taken many twists and turns. encapsulating many industries and experiences. I have worked in tourism, education, construction and agriculture and while the industries may be vastly different the values are the same: surround yourself with a great team and show clients you care. In the 7 years that I have worked in the financial services industry there have been a lot of changes, having managed both the compliance and operations sides of the business, finding efficiencies is key to ensure we remain client centric. Since starting at FIS it has been my goal to increase these efficiencies to allow the company the freedom to give clients the best possible outcome. The team has been through a period of major transition and we are excited to bring forth an even better FIS, continuously striving for excellence in client experience.