The Financial Planning Team at Perspective Financial Group Limited consists of a diverse roster of financial planners and chartered financial planners. This team is dedicated to providing independent financial advice and wealth management services, tailoring their recommendations to meet the unique needs and goals of each client. They offer comprehensive financial planning solutions, from retirement and estate planning to investment strategies and risk management.
David Earl
Chartered Financial Planner
James Posnett
Certified Financial Planner
Jamie Tocher
Financial Planner
John Scholes
Financial Planner
Magda Furman
Financial Planner
Ray Prince
Certified Financial Planner
Russell Palmer
Chartered Financial Planner
Sophie Stradins
Financial Planner
Stephen Sheppard
Financial Planner
Tracy Andrews
Financial Planner
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