Blog

07Sep 2019

Providence Advisory Group Joins FYG Planners

September 7, 2019

FYG Planners are pleased to announce Providence Advisory Group have joined our AFSL. Providence Advisory Group are a privately owned financial planning practice operated by Simon Shepherd in Chatswood, NSW. Simon has worked in the financial services industry since 1994 and has been co-proprietor of the his own practice since 2014. Previously, Simon was a […]

21Aug 2019

Steady Wealth Joins FYG Planners

August 21, 2019

FYG Planners are pleased to announce Steady Wealth Financial Planning have joined our financial services licensee. Steady Wealth are a privately owned financial planning practice operated by Jacek Klukowski in Melbourne. Jacek has worked in the financial advice industry since 2006, has a Bachelor of Business (Financial Risk Management) from Victoria University and holds a […]

31Jul 2019

Video: Mandy Mellor on FYG Adviser Support

July 31, 2019

How important is support to an advice business? It’s especially important – you’re outsourcing key components to your AFSL. FYG Planners is built around providing prompt and accurate support to advisers whenever they may need it. Mandy Mellor of BDO Private Wealth (Cairns) discusses quality of the support at FYG Planners.

24Jul 2019

Video: Mandy Mellor on FYG Planners Culture

July 24, 2019

Culture is a key aspect of FYG Planners’ value, not only through the support staff, but across the adviser network. FYG aims to employ the best support staff and have an adviser network that offers a collegiate culture. Mandy Mellor of BDO Private Wealth (Cairns) discusses adviser support at FYG Planners.

22Jun 2019

Plan FSI Join FYG Planners

June 22, 2019

FYG Planners are pleased to announce Plan FSI have joined FYG’s privately owned financial services licensee. Plan FSI is a privately owned financial planning practice operated by Jon Belkner in Hobart, Tasmania. Jon has been in the financial advice industry since the 1990’s and has been running Plan FSI since 1996. FYG Planners Managing Director […]