Premier Financial Planning & Investment Services was established in February 2010.
We are a family business, based in Deniliquin NSW, servicing clients in the surrounding townships of Cobram, Echuca, Shepparton, Euroa, Rochester, Numurkah, Nathalia, Hay, Jerilderie, Kyabram, Finley and Tocumwal.
Meet The Team
Robert Morris is the founding director of Premier Financial Planning & Investment Services with over 25 years experience in the industry. Robert completed his Diploma of Financial Planning and became fully certified by the Australian Financial Planning Association, in April 2000. Since then, Robert has continued with the on-going training and education requirements of the Financial Planning Association in order to maintain his Certified Financial Planner status. Robert assists clients with Financial Planning, Retirement Planning and General Investment advice.
When Rob isn’t at the office you will find him playing with his grandson Lenny or spending time with his mates on the bowling green.
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.
Emily has been working as an Administrative Assistant at Premier Financial Planning and Investment Services for over two years. Prior to relocating to Deniliquin, Emily has been in the Financial Planning industry since 2012, completing a Diploma of Financial Services (RG146) and Certificate 4 in Business.
Em’s spare time is spent running after her son Lennox, French Bulldog Franklin and husband Ash.
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 Robert and Troy in the daily office quiz.
Sue loves to spend her spare time with family, especially with her gorgeous grandson Lenny watching him explore and learn everything about the world.