Fully qualified team of professionals
Our people are critical to our service. When it comes to your personal financial matters we ensure that we have the very best people looking after you. Our advisers, accountants and administrators are selected from the industry’s best, all with proven track records of excellence in financial management and customer service.
As part of the nature of our service we get to know you and your family personally over many years. The feedback that we receive from our clients is that we are highly responsive to your individual requirements. Our objective is to be your trusted advisers for the long term.
Grant Chapman MBA Dip.FP AFPA
Principal of the Integrated Financial Solutions group.
Grant has over 15 years experience in the financial services industry and his qualifications include the Diploma of Financial Planning (Dip.FP) and Masters of Business Administration (MBA) through the University of Queensland. Responsibilities include business management, determining and implementing professional financial strategies and investment structures for high net wealth individuals, business owners and super fund trustees. Grant’s expertise has led to significant financial gains for clients through the building of trust, being able to get a full understanding of their circumstances and needs, determining the best financial strategy and investment opportunities, implementing and reviewing the strategies. Prior roles have included senior banking, finance, financial adviser and management positions. Grant was awarded “Adviser of the Year” in 2000 for his work in the private client services division of a major financial services group. In addition, Grant was seconded by a major Australian bank to assist in the implementation of financial advice processes into their UK based operations in 2001. Grant is an Associate member of The Financial Planning Association.
Lisa Evans
Office Manager of the Integrated Financial Solutions group. Lisa has extensive experience in the financial services industry since 1995 and has held management positions overseeing teams of financial advisers and administrators. Lisa is a highly valued and trusted member of the Fintech-Integrated Financial Solutions team.
Keersten Plep
SMSF Accountant and Tax Agent for the Fintech SMSF Administration business. Keersten has extensive Accounting and Self Managed Superannuation (SMSF) Administration experience, and is responsible for the efficient and compliant delivery of fund administration for our high net worth clients.
Annie Luk
SMSF Accountant and Tax Agent consulting to the Fintech SMSF Administration business. Annie has extensive Accounting, Audit and Self Managed Superannuation (SMSF) Administration experience, and is responsible for the efficient and compliant delivery of fund administration for our high net worth clients.