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Investwell Financial Planning
Who we are
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Frank Blundell, Authorised Representative.
Frank's 15 years in financial planning has reinforced for him the importance of keeping your eye on the big picture. He is convinced of the need to identify financial and lifestyle goals, set down a strategy to achieve these goals, and then stick to it.
Frank touches base regularly with his clients to review their current financial situation and discuss market trends, and to make sure they don't give up on their long-term objectives when faced with short-term volatility.
Frank is an Authorised Representative of SECURITOR Financial Group Limited and an Associate Member of the Financial Planning Association.
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Michael Russell (B.Bus, Dip.FP), Authorised Representative.
Michael has been in the financial planning industry for 5 years, and brings to the team fresh ideas and heaps of enthusiasm.
Michael's ability to listen enables him to help clients clarify their financial goals. He also has an excellent understanding of the financial planning tools available to develop strategies, and can illustrate in an understandable way how to achieve those goals.
As well as establishing a good rapport with clients, Michael is always willing to follow through on any queries.
Michael is an Authorised Representative of SECURITOR Financial Group Limited. |
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Ben Crowe (B.Bus(FP)), Authorised Representative.
Ben’s 3 years in the financial planning industry have focussed on researching investment products and developing strategies for clients.
With this background, and his ability to get on easily with people, Ben is looking forward to working with our clients to identify and develop their objectives into wealth-oriented solutions.
Ben’s professional approach and friendly manner means he is willing to listen to people and to make sure any problems have a positive resolution.
Ben is an Authorised Representative of SECURITOR Financial Group Limited.
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Anita Mullett, Administration Manager.
Anita has worked with Frank as Administration Manager for over 11 years, and during that time has gained good background knowledge of the financial planning industry.
Anita also maintains our office systems and ensures that they are always up-to-date, so we can promptly provide our clients with services and information using the most efficient technology available.
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