About FPSA | FPSA Team

About Us

FPSA Head Office:

Level 8, 52 Collins St.

Melbourne VIC 3000

Phone: +61 3 9657 1400

1300 662 262

Fax: +61 3 9655 1333

ABN: 55 010 521 810

AFSL: 225982

FPSA Postal address:

PO Box 336

SOUTH MELBOURNE

VIC 3205

FPSA Team

	Michael Heine \| Managing Director Michael Heine is the founder and Managing Director of netwealth Investments Limited which is a member of the Heine Brothers Group. netwealth is an unlisted public company that entered the market in 2002 to provide a wide range of superannuation and other financial products to the financial planning industry. FPSA is a wholly owned subsidiary of netwealth Investments Limited.
	Danny Maher \| General Manager - Advice Danny has over 30 years experience in the financial planning industry specialising in Distribution and Marketing with both fund managers and dealerships. He has been involved in distribution modeling, succession planning, M&A’s, and sits on several Advisory Boards. He oversees all strategic and operational activities within FPSA and is directly responsible for growing adviser numbers. Danny also manages all development programs including the PD days, technical workshops and communiqués.
	Fiona Madden Jones \| Dealer Manager Fiona’s role involves handling the general operational and administrative requirements of FPSA, encompassing adviser transitions and accounting functions. Fiona has approximately 4 years experience within the financial services industry, having been employed by the netwealth Group since January 2008. Fiona also has a strong background in commercial property and financial accounting.
	Adam Swanwick \| Senior Compliance Manager Adam has worked closely with advisers for many years, helping them understand and effectively manage their compliance obligations by providing guidance and feedback with a practical perspective. Adam is responsible for developing and overseeing FPSA’s compliance and risk management program, including policy writing, product approvals, CPD presentations, professional indemnity insurance, complaints handling and compliance reviews.
	Pareeya Pilakasiri \| Business Development Officer Pareeya is responsible for all marketing and communication initiatives, support recruitment activities, website and profile development. Her role also includes coordinating FPSA workshops, PD days, and assist our advisers with planning and running of seminars, client functions.
	Jessica Genniaux \| Commissions & Transitions Officer Jess is responsible for the timely and accurate processing and payment of commissions to our advisers. Jess is also responsible for setting up new adviser codes and administering client transfers when new advisers join the group.
	Penelope Gloster \| Compliance Administration Officer Penelope’s role involves policy development, approved product list maintenance and CPD administration.

Disclaimer: This information has been prepared and issued by Financial Planning Services Australia (FPSA), ABN: 55 010 521 810, AFSL: 225982. It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The relevant disclosure document should be obtained before deciding whether to acquire, dispose of, or to continue to hold, an investment in any financial product. While all care has been taken in the preparation of this website (using sources believed to be reliable and accurate), no person, including FPSA, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.