CFP®, LRS® Life Risk Specialist, BCom (FinPlan)
Ray is a CERTIFIED FINANCIAL PLANNER® professional with over 11 years experience in the industry. He is a LIFE RISK SPECIALIST and has a Bachelor’s of Commerce in Financial Planning (with distinction). He is a member of The Financial Planning Association of Australia. Ray is an assessor for the CERTIFIED FINANCIAL PLANNER® Unit 1 Professionalism program. He was also a tutor for the Personal Finance Unit in Curtin University.
Ray commenced his career in financial planning at independent financial advisory firm Wise FP Pty Ltd. He later went on to own the majority share of the business and was also the responsible manager of the licensee (AFSL No. 221961).
Ray took over the business in 2013 and has been operating under Godfrey Pembroke ever since.
He is passionate about providing professional, cost effective, unbiased financial advice to everyday Australians.
In his spare time you’ll find Ray with his wife and two kids, or his beloved acoustic guitars.
Client Services and Business Administration
BCom (Accounting & Information Systems)
Lynn commenced her career as a tax accountant for 2 years and later moved on to Westpac Bank for 7 years.
She has vast experience and has come on board to assist with client services and business administration.
She enjoys a work life balance with her husband and two children. In her spare time Lynn loves cooking for her families and friends.