Our Philosophy

Our firm strictly adheres to the practice standards and professional conduct as enunciated in the Financial Planning Association of Australia's (FPA) Code of Professional Practice and Code of Ethics.

 

We believe that the greatest value our firm can be to clients is to always be available when needed and, through 'walking the talk', instill in our clients the confidence that we will be proactive in suggesting strategy enhancements as we protect their interests.

 

Our clients are encouraged to engage not only their main point of contact in the firm, but any of the team that would be able to respond to or contend with their requests or concerns.

 

Our clients are clients of the firm, FinGuard Financial Planning, not just one particular adviser, and therefore all the team are committed to individual client satisfaction. This includes cooperative strategy analysis as well as administration, reporting and being reactive to client concerns.

Our Value Proposition

Our value proposition to clients revolves around four key areas:

  • Developing and maintaining our knowledge and skills 

  • Educating our clients                                                            

  • Providing a focus on strategy not just product                

  • Empathy and building a sound relationship with clients

Our People

Ian Auld

Ian is the Director and Principal at FinGuard and has spent his entire career in the finance industry. He has operated his financial planning practice since 1994 and is a Certified Financial Planner having completed his Dip. FP and other prerequisites in 2002. In 2013 Ian obtained the Accredited Estate Planning Strategist (AEPS) designation through the University of Technology in Sydney and the Financial Planning Association of Australia (FPA). Ian is a long-standing member of the FPA and his role in the firm is to oversee the development of advice/strategies and the delivering of service offerings to clients. Ian enjoys movies and theatre, exercise and family life.

Luke Morris

Luke is an Authorised Representative (Adviser) with the firm. He has a passion for being part of people's journey to financial freedom and is eager to help them achieve their financial goals. Coming from a career in the Military, a highlight being the honour of a delegation role for Australia during ANZAC Day services at Gallipoli, Luke has completed his Diploma of Financial Planning and SMSF certification and has qualifications in Finance & Mortgage Broking. He is in his final year of studying his Bachelor of Commerce (Financial Planning) and looks forward to further study into the future. Outside of his role at FinGuard, Luke spends time with his wife, Courtney, and their daughter. Luke also enjoys the outdoors and adventure sports like SCUBA diving.

Marjorie Allison

Marjorie is an Administration Assistant and manages many of the administration services to clients. She joined FinGuard after raising and educating her children. Prior to that, she was the personal assistant to one of the partners in the accounting firm, Ernst and Young. Marjorie's interests include hospitality, reading interesting books and travelling anywhere.

Lindie Bernas

Lindie is also an Administrative Assistant with her focus being on our SMSF clients. She joined us in 2017 for 2 years before taking a necessary break for health reasons. She was able to re-join our team in October 2020. Lindie comes with strong values in customer service from her early years in retail; accounting and auditing qualifications from her time with Deloitte; and extensive experience communicating across cultures and generations from 10 years of international mission work. Lindie’s interests include enjoying quality coffee with friends, reading and walks in nature with her camera.