ProView Financial Solutions Pty Ltd
ABN: 78 122 645 434
Proview Financial Solutions Pty Ltd is the third key area of our client offering. We specialise in providing Strategic Personal Financial Advice.
The majority of Australians believe that investment choice is the most important part of achieving financial freedom. At ProView we believe investment choice is important and careful consideration must go into selecting the most appropriate investment vehicle, but good investment choice with poor strategy will often result in a less than desired long term outcome. We believe the most important element to achieving financial freedom is determining and implementing the most appropriate financial strategies.
Proview Financial Solutions Pty Ltd operates the Financial Planning Business under License to Godfrey Pembroke Limited. The following advisers are authorised to provide advice under this license:
Tracey Besters is Principal Consultant in the business. Her Authorised Representative (AR) number is 289160.
With over 14 years experience in Public Practice Accounting, Tracey has worked for Chartered (CA), Certified Practicing (CPA) and National Institute (NIA) Accounting firms. Tracey transitioned into holistic Financial Advice as a direct result of her passion for Self Managed Superannuation Funds Advice. Tracey was admitted as a Self-Managed Super Fund Specialist Advisor® (SMSF) in 2005 under the tutelage of one of Australia’s most renowned SMSF experts Mr Grant Abbott. She regularly participates in Professional Development training and educational courses relevant to the fields of Accounting and Financial Planning and holds the following qualifications and designations:
- Bachelor of Commerce (Accounting)
- SMSF Specialist Advisor® (SSA)
- Diploma of Financial Services
- Professional National Accountant (PNA) of the National Institute of Accountants (NIA)
- NIA Public Practice Certificate
- Fellow of the Taxation Institute of Australia
- Registered Tax Agent Nominee with the Taxation Board of Australia
- Justice of the Peace
Tracey Besters is an Authorised Representative of Godfrey Pembroke Limited.
Jason Besters is Principal Consultant in the business. His Authorised Representative (AR) number is 302319.
Jason has over 5 years financial services & mortgage broking experience. Prior to entering the financial services industry, he held a variety of sales, business development and management roles within the Information Technology and Telecommunications industries in small, medium and large business operations. Jason brings a wealth of experience to his role and is very enthusiastic about the success of each client. Jason regularly participates in Professional Development training and educational courses relevant to the fields of Accounting and Financial Planning. Jason holds the following qualifications and designations:
- Senior Associate of the Financial Services Institute of Australia (SA Fin)
- Accredited Mortgage Consultant (AMC) with the Mortgage & Finance Association of Australia (MFAA)
- Diploma of Financial Services (Finance & Mortgage Broking Management)
- Diploma of Financial Services (Financial Planning)
- Diploma of Mortgage Lending (FINSIA)
- Justice of the Peace
Jason Besters is an Authorised Representative of Godfrey Pembroke Limited.
Trevor Bransdon is a Consultant and his Authorised Representative (AR) number is 322847.
Trevor has been in the Financial Services industry since January 2007 and brings with him experience from a diverse background including that of teaching senior Mathematics and a Swimming Coach which he continues to do as a major interest outside of work. He regularly participates in Professional Development training and educational courses relevant to Financial Planning and is currently completing the Certified Financial Planner designation. Trevor holds the following qualifications and designations:
- Advanced Diploma in Financial Services (Financial Planning)
- Honours Degree in Exercise and Sport Science
- Bachelor Degree in Teaching
- Associate member of the Financial Planning Association of Australia (ASA).
Trevor Bransdon is an Authorised Representative of Godfrey Pembroke Limited.
The Financial Services that the above advisers offer are provided by ProView Financial Solutions Pty Ltd ABN 78 122 645 434 (AR) number 308393 located at 'Hereford House' 465-469 Argyle Street, Moss Vale NSW 2577. Proview Financial Solutions Pty Ltd is an Authorised Representative of Godfrey Pembroke Limited, Australian Financial Services Licensee, with a registered office at: 105-153 Miller Street, North Sydney NSW 2060. For more information please refer to our Financial Services Guide (FSG) available upon request by contacting Proview Financial Solutions Pty Ltd on 02 4869 1798.