Our team

Team work makes the dream work.

A close-knit team. When you engage with us, you have access to not only your personal adviser but a team of experienced advisers and support staff that are experts in their field.

Advisers

Gordon Wilson

Principal & Managing Director

Gordon has worked in financial services since 2006 and providing advice since 2008. He took on the role of Managing Director at FIS in January 2013, balancing his time between working directly with clients and growing FIS to be a leader in financial services. A second-generation adviser building on the foundation his parents established, Gordon brings a strongly collaborative approach — welcoming input from colleagues and clients alike.

Qualifications

· Advanced Diploma of Financial Planning
· Diploma of Financial Services
· Diploma of Finance and Mortgage Broking Management
· Justice of the Peace

Memberships

· MFAA
· FPA
· Tax Practitioners Board
· AMP Financial Planners Association Inc

Marieka Perkovic

Senior Financial Planner (CFP)

Marieka has experienced the advice process from both sides — paraplanner and adviser. Providing financial advice since 2010, she combines technical paraplanning skill with strategic financial planning, specialising in portfolio management and construction, superannuation, insurance, SMSF, budget and cashflow planning, Centrelink, aged care, investments and product platforms.

Qualifications

· CFP Certified Financial Planner
· Bachelor of Business (Finance and Business Law)
· Graduate Diploma of Finance

Memberships

· FPA — Financial Planning Association
· Financial Planner (CFP) membership

William Meehan

Senior Financial Planner

William joined the profession in pursuit of work that allowed him to help people and form meaningful long-term relationships with clients. He values independence, work–life balance and family — married since 1979, with three children and three grandchildren.

Qualifications

· Diploma of Financial Planning
· Certificate IV Financial Services (Finance/Mortgage Broking)

Memberships

· MFAA — Mortgage & Finance Association of Australia
· FPA — Financial Planning Association

Support team

Tracy Walker

Implementation & Client Support Specialist

Tracy has worked in financial services for over 20 years with a real passion for helping clients get the best outcome. The backbone of the FIS client services experience for over five years, she combines deep industry knowledge with a compassionate nature throughout the implementation process and any client query.

Joanne Plant

Client Services Coordinator

Joanne joined the FIS team in 2018, returning to financial services after raising her three children. She brings outstanding customer service and embraces industry changes that lead to better client outcomes.

Mikayla Calder

Client Services Coordinator

Mikayla supports advisers through the advice process and assists with the preparation and coordination of client documentation. Her commercial-finance background (previously Coles Group and Wesfarmers Health) underpins strong organisation and attention to detail.

Jeoffrey Woolley

Senior Paraplanner — BBus (FinPlan)

Jeoffrey has over six years supporting financial advisers with compliant, high-quality advice, on top of a decade in the broader profession. Strong technical expertise across superannuation, investments, insurance and retirement planning, with skill in research, cashflow modelling and strategy analysis.