The founder and director of Prospero, Andrew Collis, is a Certified Financial Planner® and member of the Financial Planning 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.
Financial Wisdom 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 Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.
Ross has had over forty-seven years’ experience in the financial services industry and now consults to Prospero Financial Planning.
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.
ISAAC JOHN GHALY
Isaac holds a Bachelor degree in Accounting and Finance and has a background in Customer Service, Administration and Paraplanning.
He joined our team in 2018 as a senior Paraplanner, responsible for producing and providing compliant Record of Advice and Statement of Advice documents.
Isaac is currently undertaking the formal training requirements needed to become an Associate Adviser to support Andrew.
Aline holds a Business Administration Bachelor degree majoring in Management and Business Development.
After previous experiences in accounting and law environments in Switzerland, she joined our Team in 2017 and discovered a real interest for in Financial Planning and Insurances.
As our Research Analyst, she is responsible for managed pre-advice and review documentation.
Aline also ensures that our recommendations are implemented accordingly, and handles client enquiries.
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 keeping our Database complete and up to date, providing research and setting up client appointments. In the future, she aspires to become a qualified Financial Planner, and has joined our team in an administration support role to gain valuable experience in the field of financial services.