Financial Force

No matter where you would like to be in life, Financial Force has the experience, the ability and the planners to help you get there. Why not contact us?

FINANCIAL FORCE

Financial Force Pty Ltd (AFSL 238337) was formed in 2000 with the aim of developing into a high-end boutique dealer group specialising in technically challenging financial planning. Currently Financial Force is undergoing an expansion phase and is looking to establish itself as one of Australia's premier boutique planning groups.

The strength in Financial Force lies in it's determination to foster planners of the highest calibre via a rigorous compliance schedule. Individuals dealing with an authorised representative of Financial Force can be confident that through intra-group relationships their particular situation will be handled by an expert in the relevant financial planning fields.

Some advantages of dealing with Financial Force include:

independently owned by the directors with independent product choice
access to the latest financial planning research
the directors have over 50 years combined experience
a Principal Member of the Financial Planning Association (FPA)

DIRECTORS

Anthony Dunn

Tony has been involved in the financial planning industry since 1987. He predominantly services the interests of local credit union clients and specialises in the establishment and administration of self-managed superannuation funds. His qualifications include:

Bachelor of Arts in Accounting
Certified Financial Planner
Certificate in Applied Self Managed Super Fund Advice

Prior to entering the industry Tony worked in a variety of roles as a qualified accountant for 8 years.

Scott McKenzie

Scott McKenzie has been serving the salary packaging needs of school principals and deputies since 1999 and hospital staff (especially PA Hospital) since 2001. During this time he has completed over 4000 salary packages. His qualifications include:

Certified Financial Planner
Diploma of Financial Planning
Master of Science
Master of Educational Studies

Scott is a councillor of the Australian Investors Association, national president of the Sea of Faith in Australia and chairman of Hillbrook Anglican School Limited.

Peter Van West

Prior to establishing Investment Initiative Peter was Manager of Financial Planning (Queensland) for Trust Company of Australia Limited and he worked for the ANZ Banking Group as a Personal Banking Officer. His qualifications include:

Certified Financial Planner
Fellow of the Financial Planning Association of Australia

He is currently a panel member of the Financial Industry Complaints Scheme (FICS), examiner of Certified Financial Planner education module 2 and is a member of the Queensland State government's 'Mentor for Growth' program.