Background
Through vast experiences and working for various organisations, the principal Kevin Sallis felt that clients were not provided with the best possible service, and often neglected.
Clients were being charged high commissions and receiving no on-going service, in general. Many organisations are sales based and have no emphasis on the client relationship.
In order to address the above and provide a high level of service, Sallis Financial Planning was established.
Securing Your Future
Sallis Financial Planning delivers exceptional customer care, establishing long term relationships with full and transparent Fee for Service disclosure. Because fees are charged on a “fee for service” basis, clients pay for the advice and not the product.
Sallis Financial Planning aim to offer personal service at a fair price.
Clients are assisted with basic budgeting, wealth creation and investments, superannuation and retirement planning, protection of family through insurance, and estate planning needs.
In addition, they also offer a Self-Managed Super Fund advice and administration service.
Introducing the Team behind Sallis Financial Planning
Kevin Sallis, CFP
SMSF Specialist Advisor™
Kevin is the Principal of Sallis Financial Planning Pty Ltd, and a Certified Financial Planner and Self Managed Super Fund Specialist. He is a member of the Financial Planning Association and Self Managed Super Fund Professionals Association of Australia (SPAA)
He has been in the financial services industry for 30 years. 19 years were spent in Banking where he finished his career as a Bank Manager. The remaining years have been spent in the Financial Planning environment.
Rosa Sallis, Practice Manager and Administrator
Rosa has 33 years working experience in the financial services industry. She has held a varied number of roles and responsibilities including management and supervision and prides herself in providing a high level of customer service and attention to detail.
Rosa also assists in insurance and self managed superannuation services.
Matt Dowson DFP, SMSFA (PA)
Matt is a Financial Advisor and authorised Self-Managed Super Fund Advisor (Personal Advice). He has over 10 years’ experience in the financial services industry including the Private Banking sector with a leading Australian Bank. Matt is client focused and is located in our Perth office.
Giving Back to Your Community
Sallis Financial Planning is a community service organisation offering seminars to the public to teach basic household budgeting and finance and other financial literacy topics to those in most need.
Seminars will be held bi-monthly, so if you would like more information please contact the office.
Handy Links
Financial Planning Association of Australia
Self Managed Super Fund Professionals Association of Australia
NEO Financial Solutions (Licensee)
Australian Securities Investment Commission