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Dianne Ferris
Principal Financial Planner
Dianne first began in the finance
industry in 1992 where the main focus
was to provide life insurance and
some superannuation policies to protect
and enhance a persons financial position
Shortly after commencement, it became
apparent that society required more
assistance and accountability. This
brought about major reforms within
the industry, resulting in fairly
rigorous changes in education and
legislation.
At this point, Dianne began the process
and successfully completed all the
requirements to conduct herself as
a Financial Planner.
From early beginnings to where she
is now, Dianne finds herself surrounded
by a highly motivated team who strive
to provide a high standard of advice
and personal assistance to her present
and prospective clients.
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Alan Smith
SeniorFinancial Planner-Investment/Retirement
Specialist
Salary Package Specialist / Debt Management
Alan joined Financial Framework
Wealth Advisers in 1999 after a long
career in the banking sector.
Alan completed his Advanced Diploma
Financial Services (Financial Planning)
in 2004.
Alan specializes in Debt Management,
Tax effective Superannuation and Investment
Strategies, Wealth Protection and
Income and Asset Protection.
Alan is an accredited adviser with
RemServ and SMB for Salary Packaging
and salary sacrifice arrangements.
Alan received Quality Advice Accreditation
in 2004.
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Access to Your Team
The staff at Financial Framework
Wealth Advisers are dedicated to providing
personalised professional customer
service to all existing and prospective
clients.
Whether you wish to schedule an appointment,
change your personal details or discuss
a withdrawal or deposit to your investment
fund, the Customer Relations Officers
are here to assist you and ensure
the smooth operation of your account.
Should you wish to schedule an appointment
with either Dianne or Alan, contact
Leticia who will be more than happy
to assist you.
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