Our story
Founded in 2010, with Robert and his son, Jayden, working from a spare bedroom in Deniliquin, Premier Financial Planning & Investment Services has grown into a thriving financial planning practice with two offices, two advisers and a dedicated team of three support staff. From the beginning, our clients have been at the heart of everything we do.
While our business has grown, our values have remained unchanged. Being founded in the rural town of Deniliquin has shaped our belief that where you live should never be a barrier to accessing quality financial advice.
We service clients across Australia, combining the personal approach of our local practice whilst harnessing technology to provide quality advice no matter where our clients are located.
Our advisers
Robert Morris
Director | Certified Financial Planner
Robert founded Premier Financial Planning in 2010 after leaving ANZ, where he worked as a Regional Financial Planner. As a Certified Financial Planner®, Robert brings extensive experience to his role and has a strong focus on helping clients make informed decisions about their financial future. Robert specialises in retirement planning, helping clients prepare for and make the most of their retirement years.
Robert prides himself on getting to know his clients on a personal level. By understanding what is important to each individual and their family, he is able to provide advice that is tailored to their circumstances and focused on achieving their goals.
Outside of work, Robert enjoys spending time with his family, travelling and supporting his beloved Richmond Tigers.
Adviser profile & fees (PDF)
Troy Bartlett
Director | Financial Planner
Troy commenced as a financial planner in 2014, specialising in risk insurance. He became a Director of the business in 2017. Working alongside Robert, he has expanded his scope to cover all areas of advice offered by PFPIS.
Troy works with clients at all stages of their financial journey. He particularly enjoys helping those in their accumulation years build strong and sustainable retirement savings, while also working with retirees to develop strategies that allow them to confidently fund their retirement and make the most of the wealth they have built.
Troy enjoys working closely with his clients and prospective clients to understand what is important to them, identify their goals and develop strategies that are aligned with their individual circumstances. He takes pride in building long-term relationships with his clients and helping them make informed decisions about their financial future.
Outside of work, you’ll find Troy on the river or around the footy field and netball court supporting his kids.
Adviser profile & fees (PDF)Our support team
Katie Arandt
Office Manager | Client Service Manager
Katie joined Premier in March 2022 and has since become an integral part of the team. As Office Manager, Katie oversees the day-to-day running of the business, taking on the reins from Sue and helping ensure the office operates smoothly and efficiently.
Working closely with the advisers, Katie prepares advice documents, models investment portfolios and assists in bringing client strategies to life. She also plays an important role in ensuring advice documentation and processes meet the business’s compliance obligations and adhere to Lifespan requirements, supporting the advisers in delivering quality, compliant advice to clients.
With a strong eye for detail and a focus on keeping things organised, Katie works behind the scenes to support the advisers and ensure clients receive a consistent, professional experience from start to finish.
Skye Parks
Accounts | Client Service Manager
Skye is the newest member of the Premier Financial Planning team and provides valuable support across the day-to-day operations of the business.
Skye assists with accounts, review preparation, adviser calendar management and client phone enquiries. She is also developing her technical skills and working towards preparing Statements of Advice (SoAs), expanding her knowledge and experience within the financial planning industry.
With a friendly and organised approach, Skye enjoys supporting the advisers and helping ensure our clients receive a positive and professional experience.
Outside of work, Skye enjoys spending time with her family and, most importantly, her grandson, Jagger.
Our head office
Restoring a piece of Deniliquin’s history. See how our End Street building was brought back to life.
Talk to our team
Every plan starts with a conversation. Book an initial appointment and we’ll let you know if we’re the right fit to help.