Financial Wisdom Future Funds Pty Limited

Our Staff

Grant Simpson.
Grant is the Managing Director of Future Funds Pty Ltd. He is currently an Authorised Representative of Financial Wisdom Ltd and has been in the Financial Services industry as an Adviser since 1986. In that time Grant has completed LUATC1 and LUATC2, the Diploma of Financial Planning and is now a Certified Financial Planner. He is a Member of the Financial Planning Association and spends the majority of his time advising on strategies for his clients.

The Financial Services Guide provides information about the advice that he is able to provide

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Amanda Simpson.
Amanda has been the Office Manager of Future Funds Pty Ltd since January 1997. Whilst she has performed all duties within the company other than advising, Amanda now concentrates on all back office functions of the company including bookkeeping, banking, personnel and company management.

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Debbie Taranto
Following many years training with an accounting firm, Debbie joined Future Funds Pty Ltd to take over all reception and secretarial functions. She is responsible for the preparation of financial plans, appointment scheduling for Grant and liaising with the many financial institutions that Future Funds Pty Ltd deals with. Debbie is completing studies for the Diploma of Financial Planning.

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Bruce Vizard.
Following 36 years in the financial services industry, Bruce thought he'd retired in 1999. The chance to stay in touch with his clients however was all that he needed to accept the Client Liaison position with Future Funds Pty Ltd. Bruce is responsible for Client File maintenance, internal reviews and arranging review appointments.

 
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