About us

Who we are

Located in Engadine NSW, FIS Wealth has been committed to providing financial services to our nationally located clients for the last 10 years.

With over 100 years of combined experience within the industry, we have the knowledge of what it takes for a financial planning business to continually deliver on their promise to their clients.  

We are focussed on the delivery of a goals-based experience to help break down barriers holding clients back from seeking advice, ensuring we remain at the forefront of the changing needs of our clients and the ever changing market place.

We know the complexities involved in the development of financial advice for our clients and have at our disposal appropriate specialists and expertise in order to develop and facilitate this advice covering areas such as Self-Managed Superannuation Funds, Superannuation, Insurance, Tax, Cashflow and Debt Management.

No matter your age, or where you are in your life journey why not ask us how we might help you achieve your personal and financial goals.

Our Mission: To 'Provide Financial Independence and Security' to our clients, through specifically tailored financial advice in relation to individual goals and objectives.

Our Vision: To 'Work with you for a better tomorrow, today'.

Our financial planning expertise

At FIS Wealth, we believe our clients benefit from a modern take on a traditional financial planning experience.  Our clients are introduced to new technologies which help them visualise and articulate their goals and engage in the advice process whilst not losing the personal touch of our face to face meeting experience.

Using the combination of technologies and the face to face meetings it allows FIS Wealth to design a solution that is going to meet the unique needs of our clients as well as allow us to get to know our clients on a deeper level. 

The experience we provide at FIS Wealth is unique, enjoyable and purposeful and challenges the traditional financial planning experience for the better. 

Meet our team

Like you, our team are on their own journey personally and professional together.  And like this, we ensure that from the time we start working with you, you will understand and feel that you have got a team that you can trust and will go on your journey with you.

Our team of advisers, coaches, client relationship managers and support staff have a commitment to guide you along your journey.

Leadership Team

Managing Director
Financial Advice Specialist

Authorised Representative and Credit Representative of AMP Financial Planning

Business Manager

Gordon Wilson

Managing Director
Financial Advice Specialist

Authorised Representative and Credit Representative of AMP Financial Planning

Advanced Diploma of Financial Planning
Diploma of Financial Services
Diploma of Finance and Mortgage Broking Management
Justice of the Peace
Mortgage Finance Association of Australia (MFAA)
Tax Practitioners Board
Financial Ombudsman Service
AMP Financial Planners Association Inc

Gordon has worked in financial services since 2006 and has provided advice since 2008. He took on the responsibility of being Managing Director at FIS in 2013 and now balances his time between working with clients and growing FIS to be a leader in financial services. Gordon is building on the strengths that his parents established, to grow a company that delivers unbeatable service to every client. He has a collaborative approach, welcoming input and feedback from colleagues and clients alike.

A keen believer in keeping fit and a healthy work / life balance, Gordon enjoys racing on the track and any challenging sport. He shares his father’s strong sense of community, working with the Cancer Council.

Since entering the industry the appeal of helping clients and creating a great experience and relationship has resonated with me. It is something that gives me great pride when clients can turn to me as a trusted advisor and more so when I see them achieve their desired goals.

Like my clients I harbour my own goals and ambitions. Most importantly and quite simply, I'd like to live a healthy happy life with a great work life balance.


Marie Borg

Business Manager

Certificate IV in Small Business Management
Certificate IV in Financial Services
Certificate IV in Small Business Management
Certificate III in Business Administration
Certificate II Information Technology

Marie started her career in retail management before moving into the financial services industry. She joined FIS in 2007 and has grown to playing a vital leadership role in our business. Nothing happens at the FIS office without her support. She has a great commitment to professional development through ongoing study, continually applying her learnings to smooth running of the FIS office.

Outside the office, Marie spends as much time as possible with her friends and families, and has love of animals – horses in particular.

Although my roles have always been in administration and management, I believe in what Financial Advice offers and that our clients truly benefit from receiving quality advice.

I have enjoyed working at FIS Wealth for almost 10 years. My aim to ensure that the business grows and remains successful, but ultimately that it stays true to what it has always delivered on – which is a seamless client centred experience.


Advice Specialists

Senior Financial Advice Specialist

Authorised Representative of AMP Financial Planning

Senior Financial Advice Specialist

Authorised Representative of AMP Financial Planning

Financial Advice Specialist

Authorised Representative and Credit Representative of AMP Financial Planning

Associate Financial Advice Specialist

Authorised Representative and Credit Representative of AMP Financial Planning

Robert Paulinich

Senior Financial Advice Specialist

Authorised Representative of AMP Financial Planning

RG 146 Compliant

Robert has a long history in financial services, having first become accredited as a planner in 1983. In that time he’s worked with many families and businesses, taking great satisfaction in the success his clients have achieved over the years. Robert joined FIS in 2002, bringing with him a real commitment to helping people and a belief in the power of sound financial advice to have a positive impact on people’s lives.

Robert and his wife Christine have two beautiful children. When he’s not at work or with his family, Robert can generally be found with a golf club in hand. He applies the same focus to hitting the green as he does to achieving outcomes for his clients, resulting in the best handicap in the office.

Following the lead of my brother, initially, was how I started in Financial Advice. However, as the industry grew more complicated I saw opportunities to use my mathematical bent in the pursuit of optimal outcomes for clients and consequently myself and my family.

My main goal is to help my clients make the most of their working lives and retire in comfort. If possible, client education is a goal so as to empower them in the whole process.


Brian East

Senior Financial Advice Specialist

Authorised Representative of AMP Financial Planning

Certified Financial Planner (CFP)
Diploma of Financial Planning
Justice of the Peace
Financial Planning Association(FPA)

Brian has been working in the industry for over 43 years – first joining AMP as a staff member in 1973. He commenced as a Financial Adviser in 1999 and gained Certified Financial Planner status in 2000. Happily married to Joanne and lives in Sylvania Heights.

People’s lives and outcomes can be greatly enhanced by receiving advice, in relation to their goals & aspirations. A Financial Adviser’s job is to improve a person’s situation via advice, first understanding what a client wants to achieve.

To help as many of my clients as possible, achieve what they want out of life.


Bill Meehan

Financial Advice Specialist

Authorised Representative and Credit Representative of AMP Financial Planning

Diploma of Financial Planning
Diploma of Finance & Mortgage Broking Management
Certificate IV Financial Services (Finance/Mortgage Broking)
Justice of the Peace
Financial Planning Association (FPA)
Mortgage Finance Association of Australia
Tax Practitioners Board
Financial Ombudsman Service
AMP Financial Planners Association Inc

Bill started working as an AMP accredited Financial Planner in July 2005. Prior to this Bill had 14 years experience with NSW State Super Board (now known as First State Super), a short period as a Franchise Owner and the over 8 years as Office Manager for the Office of Danna Vale, Federal Member for Hughes.

Bill was married in 1979 and he has three children and two cherished grandchild. The life skills and experiences he has learnt over the years are invaluable when providing financial advice to his clients today.

Bill has been a Director, Treasurer and Vice President of Sutherland United Services Club, Secretary of St Patrick’s Soccer Club and until recently an officiating member of the NSWCUSA. Bill is a Life Member of the Sutherland Shire Cricket Umpires Association and the Sutherland United Services Club Cricket Club and has  also been a President and Vice President of St Joseph’s (Oyster Bay) P&F Association.

I have been providing financial advice for many years and truly enjoy being able to assist people to achieve their goals and facilitate for them to be in a better place.

My personal goal is independence; to have a healthy work/life balance and to secure that my family is also in a better place financially, as a result of my endeavours.


Amanda Clayden

Associate Financial Advice Specialist

Authorised Representative and Credit Representative of AMP Financial Planning

Bachelor of Commerce (Major in Accounting)(Dist)
Certificate III in Finance
Diploma of Financial Planning
Diploma of Finance & Mortgage Broking Management
Certificate IV in Finance and Mortgage Broking
Justice of the Peace
Mortgage Finance Association of Australia (MFAA)

Amanda is one of the great personalities of the FIS office, so no-one is surprised by the many customer service awards she won in her previous role with St George Bank. As well as being extremely efficient in her administrative work, she’s a warm and engaging presence who is much appreciated by all our clients. She’s so committed to great service that she still manages to smile for clients after her beloved Sydney Swans suffer one of their rare losses.

I believe financial planning allows me to discover what is most important to our clients and ensuring they have the money and the means to achieve these goals.

My goal is to work with my clients to help them achieve their short term and long term goals, turning their dreams and goals into reality. I will be your coach and your cheerleader along the way, and will celebrate your achievements with you.


Client Service Team

Office Manager

Concierge & Client Services Consultant

Client Services Consultant

Lia Etika

Office Manager

Diploma of Financial Services (Financial Planning)
Justice of the Peace

Lia is a new addition to FIS Wealth for 2016. Having previously started her career in a Sydney based law firm, Lia has since spent the last decade within the financial services industry. With previous experience in financial planning practices, in various administrative roles, Lia is and has always had a focus on quality and compliance. Lia has also worked within the Education Operations team at AMP.

Financial advice, quite simply, just makes sense. Organising and planning ahead has been something I have always done in life, which is why this industry is not only one that I believe has value but that naturally fits with me as a person.

My goal is to ensure a smooth, friendly, effective and efficient experience for our clients whenever they deal with one of our consultants. Constant improvement of our business systems and processes is always what I aim to achieve.


Elizabeth Abrahams

Concierge & Client Services Consultant

Diploma in Human Resources
Certificate III in Business Administration

Elizabeth joined the FIS team in 2014. She has worked in customer service within the retail sector for over 10 years and over 5 years within the banking sector. She brings a wealth of experience in helping ensure our clients needs are met. In her spare time she enjoys spending time with her family and friends.

I want to be involved in an industry that assists clients to achieve their financial goals and dreams. To be able to assist clients to understand their current financial situation and help them to be where they want to be for their retirement.

I am passionate about providing an exceptional level of customer service and I aim to provide a seamless experience for our clients.


Tracy Walker

Client Services Consultant

Tracy joined the FIS team in 2016. She has a wealth of background within the financial services and insurance industries with a combined 16 years experience over both aspects of the industry. Her personal passion for good food and wine spills into her profession where she is committed to ensuring the delivery of highest quality administration and customer service.

Coming back into the finance industry after 4 years has been a wonderful opportunity. Lots has changed within financial services but I have not looked back on my decision at all. Helping people take steps towards obtaining their financial goals is both fulfilling and exciting.

Professionally, I wish to continue to develop and expand my skills and knowledge that will allow me to assist our clients reach their goals, in the most efficient way possible.

On a personal note, I would like to undertake new skills that will incorporate my love of food and entertaining.


Accreditations

FIS Wealth in Engadine is accredited with the highest standards of professionalism and advice. Click on the logos below for more information.