Our Team

Bob is a director of Vision Financial Strategies, a member of the Financial Planning Association (FPA), a Certified Financial Planner (CFP) and also a member of the Association of Financial Advisers.  He has 30 years client service experience and provides quality advice to clients of Vision Financial Strategies and their Associated Practices. Bob provides specialist advice in retirement planning both to retirees and those contemplating retirement and also the provision of strategic advice to Corporates and small to medium Business enterprises in the fields of Superannuation and Group Insurance.

Ross is a director of Vision Financial Strategies, a member of the Association of Financial Advisers (AFin) and also a member of the Association of Financial Advisers. He has been in the financial planning industry for over 25 years, including 12 years within the banking industry. His broad experience base allows him to provide quality professional services in in all aspects of financial planning with a strong focus on personal wealth accumulation and tax minimisation strategies. Ross is married and lives near the beach. He likes to travel, play golf and is a Carlton football fan. Ross is a keen apiarist (bee keeper).

Garry is a director Vision Financial Strategies and a member of the Association of Financial Advisers. He has been a Financial Planner since 1996 and has been in the financial services industry since 1975.  Garry provides specialist risk insurance and superannuation strategies and has gained extensive financial planning experience and offered peace of mind to many clients on their journey to financial freedom. Garry is a keen golfer and a former player for the Subiaco Football Club.

Albert is a director Vision Financial Strategies and a member of the Association of Financial Advisers. He has been in the banking and financial services industry for 40 years and provides strategic advice to clients in all aspects of financial planning and insurance, he specialises in business insurance and in particular business succession planning. Albert is married with three children. He has been a board member of Prader-Willi Syndrome WA Inc. (a charity which assists families of children diagnosed with Prader-Willi Syndrome) for the last 15 years. He also is an avid sports fan, a member of Perth Glory and an avid follower of the round ball game.

Paul is a director Vision Financial Strategies and a member of the Association of Financial Advisers. Paul offers a full financial planning service to clients of all ages and walks of life. He has been in the financial services industry since 2006 and offers a range of insurance, investment, superannuation and retirement strategies. He is passionate about ensuring each individual’s ‘financial health’ remains in check, by assisting them to achieve their personal, financial, and lifestyle goals. Paul is a keen Dockers supporter and when he is not at the football he is either spending time with wife and family, walking his 2 Great Danes, or taking his GTS Monaro for a spin.

Trevor is a member of the Association of Financial Advisers and has been in the Financial Planning Industry for 15 years and has a back ground of owning and operating small business. Trevor offers a full strategic financial planning service to his clients across all demographics and is very enthusiastic in assisting people in achieving their financial, personal and lifestyle goals by ensuring that financial health remains appropriate for their needs and financial situation. Trevor is currently on extended leave, travelling around Australia with his wife Val, and his trusty caravan.  We wish Trevor a safe journey and look forward to his return in March 2018.

Paul is a director of his own company, Pincard Pty Ltd and has been a Financial Planner within the Vision Financial Strategies business model since 2012 and is a member of the Association of Financial Advisers.  Paul commenced his career in the financial industry in 1979 as a Personal, Residential and Commercial Lender. For the last 15 years Paul has been a Financial Planner in the Personal and Business markets and commenced his own Financial Planning business 2012. In line with the VFS Vision Statement, he provides his clients with good quality compliant advice, and service at reasonable and affordable rates. His areas of expertise are comprehensive and cover all aspects of financial planning. His major interests are his 4 sons, the West Coast Eagles (a member for 28 years) and is currently Director of Cricket at the Gosnells District Cricket Club. Other interests include travelling, fine wine and dining, and entertaining friends.

Mairi joined the financial planning industry in 1995 and joined Vision Financial Strategies in 2006.  She completed a Diploma of Financial Planning in 2008 to extend her knowledge base within the financial planning industry and is currently completing the Advanced Diploma of Financial Service (Financial Planning). Mairi works closely with the financial advisers to provide strategic and technical support and is particularly strong in area’s regarding compliance, adviser and client services support, company administration and practice management.  Mairi is focused on providing quality advice and assisting people to achieve their financial, personal and lifestyle goals. Mairi enjoys socialising with friends and family, loves to travel or potter around the garden and is an avid Dean Kootz, Stephen King and Lee Child fan.

Ryan has been a part of the Vision Financial team since 2014 and has completed his Diploma of Financial Planning, and is currently completing the Advanced Diploma of Financial Services (Financial Planning).  Ryan’s previous role as a para-planner has given him a strong foundation in research analysis and strategy development in the fields of superannuation, investment and insurance. Ryan’s passion resides in assisting clients to realise their wealth potential. “I believe many people are unware of the potential they have to save and invest, I want to challenge this and demonstrate how useful budget planning can unlock the opportunity of capital growth for their future??? Other interests are Health and fitness, Golf, and exploring WA’s South West Region.  

Kiah joined the financial planning industry in 2017 and works with our financial advisers as a client review manager and associate adviser.  she has over 5 years experience in the banking and superannaution sectors and completed her Diploma of Financial Planning in 2017 before becoming an adviser.  She hopes to be able to combine her previous experiences and develop further skills to allow her to work within the financial services industry in a specialised technical role. Kiah is passionate about maintaining strong client relationships and educating people on the importance of a strong financial foundation and planning for their future. Kiah speaks fluent Japanese and previously worked in Japan.  When Kiah is not working she enjoys cooking, surfing and going to the gym, as well as spending time with my husband and close friends.