Andrew Collis
The founder and director of Prospero, Andrew Collis, is a Certified Financial Planner® and member of the Financial Planners Association of Australia.
Andrew created Prospero after working for seven years as a financial planner with one of Australia's leading banks.
Upon starting his own business, Andrew's vision was to create a boutique private practice that provides quality strategic advice and a caring service to a small group of clients committed to growing their wealth and enjoying their life.
With fifteen years' of experience Andrew has an in-depth knowledge of the financial services industry. He is qualified to provide advice on personal financial strategies relating to superannuation, investment, insurance, cash flow, and debt management issues. He also has a range of professional advisers he trusts to refer his clients to for specialist areas such as tax, accounting, and legal issues.
Andrew's clients say they like his calm and considered nature and caring manner in dealing with their financial issues.
As a small practice principal Andrew takes time to get to know his clients and understand their financial needs before developing a tailored strategy to meet their goals.
A proactive adviser, Andrew is in regular contact with his clients to ensure they are on track or improving their strategies, as required.
The true value of a trusted adviser is the confidence in knowing that you have someone who understands your situation and is helping you make the important decisions around money, and Andrew is always available to discuss any financial issue or personal matter where money has an influence.
Andrew's thorough and transparent approach engenders trust and respect from his clients and he is regarded as one of Melbourne's leading financial planners.
Note: The Certified Financial Planner® designation is the only financial planning qualification that is recognised worldwide, requiring financial planners to adhere to higher professional and ethical standards.
Important Information
Advice Evolution is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Advice Evolution. Advice Evolution is not affiliated with nor does it endorse other business activities conducted by me.
CHRISTINE KIERNAN
Christine has been providing financial planning advice for over 30 years. She holds a Bachelor of Business Degree and a Diploma in Financial Planning. Christine is also a member of the Financial Planning Association of Australia and CPA Australia, holding the internationally recognised designations of Certified Financial Planner® and CPA (Financial Planning Specialist).
For 20 years prior to joining Prospero Financial Planning, Christine founded and operated her own licensed financial planning firm, which specialised in retirement advice. Clients have been loyal and have appreciated Christine’s friendly and personal, yet professional nature. They have found her to be approachable, readily available and reliable.
Christine prides herself on being honest, empathic and sensitive to client needs. She aims to bring her clients peace of mind around their financial affairs - so that they can relax and enjoy the lifestyle they desire. Clients say they have been able to trust her, not only to provide and implement advice but importantly, to put them and their needs first.
Maha Chisholm
Maha holds an Associate Diploma in Accounting and has a background in administration and the preparation of financial reports for Corporate Superannuation funds.
Maha has over 11 years’ experience in the Financial Planning Industry together with 5 years of Industry Superannuation and Insurance.
She is our Quality Assurance Manager, ensuring that the business is compliant with all the regulations governing our industry.
Josie huynh
Josie holds an applied Bachelor of International Business, majoring in Finance. She has been working in the financial services sector for several years, and believes that financial advice should be accessible for everyone.
As Prospero’s client services officer, she is responsible for delivering a high level of service to our clients and for the smooth running of the office. Josie is responsible for recommendation implementation, and will generally be your first point of contact.
In her spare time, Josie enjoys gardening, dog sports, and MMA.
TIANNA ROSE
Tianna is currently completing her Bachelor’s degree in Financial Planning and International Relations. Following this, she intends to complete her Master of Financial Planning and earn a Certified Financial Planner qualification.
She comes from a background of Customer Service and Accounting environments where she gained valuable communication and leadership skills.
Tianna is responsible for preparing the Record of Advice and Statement of Advice Documents, including projections and calculations. In the future, she aspires to become a qualified Financial Planner, and has joined our team in an Customer Services Officer role to gain valuable experience in the field of financial services.
NIÑA FATIMA CASIA
Niña has worked in the customer service industry and has handled call centre work and administrative tasks for the past 6 years and is now part of the team as Client Services Officer.
She is also a volunteer of various organizations outside of work.