We have a dedicated team of advisers, paraplanners and support staff to help deliver quality financial planning services to you.
Below is a profile on each adviser in our practice. The adviser profile provides information about your adviser - their contact details, qualifications, experience and any memberships they may hold. It also outlines the strategies and products about which your adviser can provide advice.
CFP®, FIPA, AFAIM, RFC® a sixteen year IARFC member and Australia and New Zealand Chair of Eaglehawk, Victoria, Australia, was honored in local media the Bendigo Advertiser. George celebrated his 40 years of services to the financial services industry. He is recognized for his vast community involvement, Firefighting, Band (Trombone - 27 years treasurer, book authorship for Band 75th and Centenary in 2010), Sydney Olympic Torchbearer, City of Greater Bendigo’s 2000 “Citizen of the Year Award” for saving jobs in Eaglehawk for a local Kindergarten during 1999. Also for starting the Cancer Council’s Relay for Life in Bendigo.
Diana Rogers has worked in the financial services industry since 2001 and commenced working with George Flack in 2006. Diana holds a Masters of Finance and has a Certified Financial Planner ® or CFP® qualification from the Financial Planning Association of Australia (FPA).
Diana is one of the few female financial planners in the area and has the experience and expertise to assist you with all your financial planning needs with a special focus on investments, superannuation, retirement planning and aged care.
Diana can also provide clients with assistance and advice on a wide range of topics, such as budgeting, saving to buy a new home, debt reduction, Centrelink and DVA.
Diana is part of the team at Flack Advisory who offers valuable assistance at all stages of life – whether you are just getting started and want to save more, are looking to build your investment portfolio, reduce debt, plan for retirement, or moving into aged care.
Emma Nicholls commenced work at Flack Advisory in 2009 as our receptionist. Since then her role has changed to a personal assistant, followed by a para planning position providing assistance to our financial planners.
Emma has completed an Advanced Diploma in Financial Planning and is an Associate member of the Financial Planning Association of Australia (FPA).
She is able to provide advice to clients in relation to general investments; superannuation; retirement planning; insurance and risk protection.
Emma has progressed to become an important part of the Flack Advisory team; she is well prepared and up to date with all the latest rules and regulations to assist you with financial planning advice.