Super contributions
18th November 2024
About Us
OUR HISTORY
Whilst our company was only established in June 2015, the combined experience of the principal and his two staff extends more than 100 years in the financial planning industry. We are the successor company to J & BL Wilson Pty Ltd (started by the principal’s parents, Jim and Barbara, in 1968) which traded as Spring Hill Financial Services until 2007; as well as Moneo Pty Ltd (co-owned with the principal’s brother Geoff between 2007 and 2015).
OUR ADVISER
Lindsay has been in the financial services industry since 1984. He attained Diploma and Associateship levels (in life insurance) from the Australian Insurance Institute (now known as the Australia & New Zealand Institute of Insurance & Finance). He currently holds a Diploma of Financial Planning from RMIT University, as well as a Graduate Certificate in Commerce (Financial Planning) from the University of Western Sydney. In addition, he has held the Certified Financial Planner qualification since 1996. He is a member of the Financial Planning Association of Australia. Finally, he passed the FASEA (now ASIC) National exam in 2021.
His specialties are in the field of Superannuation, Retirement Planning and Aged Care.
Lindsay Wilson is an Authorised Representative (ASIC NO. 1236735) of Lifespan Financial Planning AFSL No. 229892
OUR NAME
Finassure is a combination of two extremely important words to us and our clients: “Financial” and “Assurance”. Assurance is both a positive declaration intended to give confidence, as well as a promise or certainty in one’s own ability.
OUR ICON
The concept of the 3 knots shows the interdependence of client, planner and investment manager and/or insurer in the financial planning relationship. Blue represents wisdom, strength and unity. Green represents wealth, harmony and prosperity.
HOW WE WORK
Together these elements form a logo and brand that symbolises our philosophy – financial advice founded on the strength of the triumvirate of client, planner and investment manager and/or insurer, combined with our team’s broad experience across strategies, systems and people; to give a promise of service that empowers our clients to reach their goals.