About us
Our team consists of highly motivated and qualified professionals. All our
financial advisers’ are qualified CERTIFIED FINANCIAL PLANNER® professionals and
members of the Financial Planning Institute (FPI). By combining knowledge,
skills and experience we provide superior service to our clients. We focus on
helping our clients achieve their financial goals. Our financial planning
expertise assists our clients in making the right investments so as to enjoy a
stress-free retirement by safe guarding and growing their wealth.
At
Sirius we help you to navigate the often complicated financial decisions that
you must make and steer you towards the best solutions for your financial
success.
Our Financial Advisors
PHIL GRIZIC
Chief Executive Officer
Postgraduate Diploma
in Financial Planning (cum laude)
Advanced Postgraduate
Diploma in Financial Planning (cum laude)
CERTIFIED FINANCIAL
PLANNER ®
Phil comes from an accounting and management
background. Most recently he has won top awards for his
Postgraduate studies in Financial Planning. As a qualified CFP®
he is responsible for our wealth management and retirement
planning services. In 2010 he obtained an Advanced Postgraduate
Diploma in Financial Planning, achieving the top candidate
award, specializing in Personal Risk Planning and Estate
Planning. Phil is responsible for the strategic and financial
operation of the Company and oversees the management of the
Sirius suite of funds.
CHANTAL REDDING
Managing Director
B Com.
CERTIFIED FINANCIAL PLANNER ®
Chantal has 15 years experience in the Financial Services
Industry and oversees the management and financial planning of
the Company. She offers clients her vast experience in all areas
of wealth management, including income tax. Through her
extensive client base, she continues to grow the assets under
her management, for the Company.