Kevin Sallis, CFP
SMSF Specialist Advisor™
Kevin is the Principal of Sallis Financial Planning Pty Ltd, a Certified Financial Planner and Self Managed Super Fund Specialist. He is a member of the Financial Planning Association and Self Managed Super Fund Association (SMSF Assoc)
He has been in the financial services industry since 1980. 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.
DFP, SMSFA (PA)
Matt is a Financial Adviser 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.
Practice Manager and Administrator
Rosa has many years experience working 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.