ABOUT US
Premier Financial Planning & Investment Services was established in February 2010.
Based in Deniliquin NSW, servicing clients throughout New South Wales and Victoria. We pride ourselves on delivering a professional yet personal experience and will travel to you where required, for consultations and reviews.
Meet The Team
Robert Morris
Company Director
Certified Financial Planner
Robert has been involved in the Financial Services industry for over 35 years. Rob has spent the last 15 years specialising in private practice and has the ability to make complex situations easy and understandable.
Rob is continually upskilling through studies and short courses to enhance his expertise as a Financial Planner. He has a Certified Financial Planner (CFP) accreditation through the Financial Planning Association of Australia (FAAA).
Rob believes in helping clients build a comprehensive plan to make the most of their earning potential during their working years, as well as retirement.
In Rob’s spare time, you will find him watching AFL, playing bowls and spending time with his adult children and grandchildren alongside his wife Sue.
Contact: rob@pfpis.au
Katie Arandt
Paraplanner/Financial Planning Assistant
Katie joined the Premier family in March 2022. Originally from Hay NSW, Katie has worn many hats before settling into her role at Premier.
In July 2023, Katie commenced studying towards a Bachelor of Business majoring in financial planning, with the hopes to become a planner.
In the office, Katie spends her days preparing reviews and Statement of Advice’s, compliance of client files, all while assisting the advisers with provider correspondence, insurance quotes and claims.
In her spare time, you will find Katie travelling the countryside and world any chance she can, spending time with friends, family and her partner Reece.
Contact: katie@pfpis.au
Troy Bartlett
Company Director
Financial Planner
Troy is a Deniliquin local who embarked on a career in financial planning in July 2013. Troy has a Graduate Diploma in Financial Planning and became a qualified Financial Planner in April 2014. Troy assists his clients to build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, risk insurance and estate planning needs. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions.
When Troy isn’t supporting his clients you will find him enjoying time with his kids at sporting events and after school activities, and in the summer you’ll find him spending time on the river.
Contact: troy@pfpis.au
Sue Morris
Office Manager
Our office runs under the management of Sue Morris. Sue has a Certificate III in Business Administration and has previously worked as a legal secretary.
Sue spends her days preparing reviews and Statement of Advice documents, compliance, accounts, book keeping, managing the payroll, and beating everyone in the office in the Herald Sun quiz.
Sue loves to spend her spare time with family, especially with her gorgeous grandchildren Lenny, Piper, Logan, Violet and Macie, watching them explore and learn everything about the world.
Contact: sue@pfpis.au