Strategic Wealth Planning Shepparton Victoria

aged care

Wealth Accumulation

Planning for your future.

Read More...

aged care

Protecting your wealth

Planning for the unexpected

Read More...


aged care

Planning your Retirement

Time to do the things you want

Read More...

aged care

Aged Care

Understanding your options

Read More...

Meet the Team

When you work with Strategic Wealth Planning Pty Ltd, you are working with a complete client services team, and not just one Financial Adviser.

Our whole team is committed to working with you in order to understand and then help you achieve your lifestyle goals.

The members of the team are as follows:

 Bryce

Bryce Collins

Position: Financial Planner
Qualifications:
Certified Financial Planner
Bachelor of Business
Diploma of Financial Planning

Bryce has been with Strategic Wealth Planning Pty Ltd for over eighteen years and is a Director of the firm. Bryce’s main role is in the preparation of comprehensive financial plans and general financial planning advice.

 Denis

Denis Heenan

Position: Associate Financial Planner
Qualifications:
Certified Financial Planner
Diploma of Financial Planning

Denis joined the organisation in 2002. Denis has a wealth of financial services experience having worked with several fund managers. Denis is primarily responsible for preparing financial plans, general financial planning advice and the provision of review services.

 Maree

Maree Ingram

Position: Administration Assistant
Qualifications:
 Diploma of Financial Planning

Maree joined Strategic Wealth Planning Pty Ltd in 2007 and her role is to provide administration support to the financial planning team.

 Sonja

Sonja Dewar

Position: Administration Assistant  

Sonja joined Strategic Wealth Planning Pty Ltd in 2013 and her role is to provide administration support to the financial planning team.

lonsdale


Strategic Wealth Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

You are here: Home About Us Meet the Team