Whilst our company was only established in June 2015, the combined experience of the three staff extends more than 100 years in the financial planning industry. We are the successor company to both Moneo Pty Ltd (started in April 2007 with business partners - my brother Geoff and Scott Kilvington) as well as J & B L Wilson Pty Ltd (which traded as Spring Hill Financial Services, started in 1976 by my father Jim).
Our name Finassure is a combination of two extremely important words to us and our clients: "Financial" and "Assurance", with the latter both a positive declaration intended to give confidence as well as a promise or certainty of ones own ability.
Our icon is the concept of 3 knots showing the interdependence of client, planner and investment manager and/or insurer in the financial planning relationship. Blue represents wisdom, strength and unity; whilst green represents wealth, harmony and prosperity.
Together, these elements form a logo and brand that symbolises our philosophy - financial advice founded on the strength of the triumvirate of client, adviser and investment manager and/or insurer; combined with our teams broad experience across strategies, systems and people, to give a promise of service that empowers our clients to reach their goals.
Expertise
At a glance
- Adviser status Gold
- First year providing advice 1994
- Years of experience 30
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Highest qualification
- Graduate Certificate in Commerce
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Language spoken
- English
Finassure Pty Ltd
Shop 1, 72 Basnett StreetChermside West, QLD 4032
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Lifespan Financial Planning
AFSL 229892