Strategic Wealth Planning Shepparton Victoria

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 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 twenty 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 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 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.