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YOUR FINANCIAL
WISDOM

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WISDOM IS HAVING THE RIGHT PARTNER

The world of financial advice has changed forever. To prosper and thrive as an advice business in the future demands a robust business model and operating system that helps you deliver quality advice efficiently to your clients. Having a committed, well-resourced partner is critical to success in the new world.



We’re part of a large, well-resourced and vibrant financial advice community, supported by the Commonwealth Bank. We meld the stability of a big institution with the agility that comes from owning your own practice.

Our goal is to help you spend more time in front of your clients and make that time more valuable. With Financial Wisdom, you’ll always know where you stand in good times and bad.

STATE MANAGER CONTACT DETAILS


One of the fastest ways to assess how joining Financial Wisdom could be a wise move for you is to speak to the relevant Financial Wisdom State Manager. You’ll find their details below. Or for current positions available you can visit careers.financialwisdom.com.au.

STATE STATE MANAGER PHONE EMAIL
NSW/ACT Simon Gibbons
0411 220 472 sgibbons@financialwisdom.com.au
QLD Jason Evans 0409 316 258 jevans@financialwisdom.com.au
SA/NT Frank O'Shannessy
0407 204 500 foshannessy@financialwisdom.com.au
VIC/TAS Tony De Lutiis
0404 839 154
tdelutiis@financialwisdom.com.au
WA Frank O'Shannessy
0407 204 500 foshannessy@financialwisdom.com.au