At Financial Acumen, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.
Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.
Craig McPherson
Director & Financial Adviser
Craig McPherson
Craig McPherson
Director & Financial Adviser
Qualifications: Advanced Diploma Financial Planning, Diploma of Financial Services & Justice of the Peace
I am passionate in regards to helping my clients achieve their financial goals. I have more than 20 years’ experience in the financial planning industry.
I can provide advice on:
- Wealth Creation strategies
- Personal and business risk insurance (key person, buy/sell agreement)
- Superannuation including Self-Managed Superannuation
- Pre-Retirement Planning
- Retirement Advice including Centrelink
- Aged Care Advice
Ann Lee
Client Services Manager
Ann Lee
Ann Lee
Client Services Manager
Ann has more than 10 years’ of experience in the financial planning industry.
She manages all aspects of administration and client support, deals directly with fund managers, investment companies and insurance providers on behalf of our clients.