ABOUT US
Premier Financial Planning & Investment Services was established in February 2010.
Based in Deniliquin NSW and Bendigo VIC, 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
John Kelly
Company Director
Certified Financial Planner
John commenced his career in the financial services industry in 1984 with ANZ Bank where he enjoyed many varied roles, from bank teller through to Area Commercial & Agribusiness manager before commencing in Financial Planning in 1999.
Since leaving the bank, he established a very successful financial practice before joining a larger accounting/financial planning firm as a partner but decided to return to self-employment to deliver more personalised service and advice. John works in the best interests of his clients and believes in helping them build the complete program they need to increase their wealth potential. Areas of expertise include: investment and retirement planning, tax minimisation strategies, succession planning, superannuation, risk insurance and estate planning needs.
In John’s spare time, you will find him enjoying the occasional game of golf or fishing but mostly, spending time with his four adult children or his large extended family and friends.
Contact: john@pfpis.au
Katie Arandt
Financial Planning Assistant
Katie has been working as a financial planning assistant at Premier since March 2022. Originally from Hay NSW, Katie graduated High School in 2020 and 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 one day under the guidance of John and Troy.
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 an Advanced 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 3 in Business Administration and has previously worked as a legal secretary. Sue spends her days preparing plans, 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 and Violet, watching them explore and learn everything about the world.
Contact: sue@pfpis.au