Andrew Bowring B.Ec.(Syd) Dip FP.
Andrew joined the financial services industry in 1984 where he joined The Prudential Insurance Company based in Sydney. In 1988 he started his own financial planning firm and continued running that business from 1988 until its eventual sale in 2010.
That business sale brought Andrew to Melbourne at the behest of his partner Anne who was an original Melbourne girl.
After a variety of roles in the financial services industry (and a little semi-retirement) in Melbourne Andrew began running a financial planning business attached to an accounting practice in Werribee in 2018. This business was licenced to Advocate Advisory and that is where Andrew met Rod and Noel Lethborg.
Andrew commenced as a consultant to Paysafe in July 2022 and formally took over the business in January 2023.
Andrew brings considerable experience to the practice having been a Licenced Adviser for 35 years. Andrew is a Specialist Aged Care Adviser and has a broad and wide ranging knowledge around:
- Investments and investment markets
- Superannuation and Pensions
- Estate Planning
- Cash Flow modelling and projections
- Intergenerational wealth
Andrew has a strong ethical belief in the benefits of proactive financial planning and will always act in your best interest in the provision of advice.
Cigi Cini - Client Care Manager
Cigi is passionate about ensuring that our clients feel a part of our family and will make sure that your first engagement with us is as smooth as comfortable as possible. From there Cigi will be your first point of contact, setting your appointment times, working with you, and generally making you feel right at home. During this process Cigi becomes your go-to person.
Cigi has had more than 16 years of experience in client services, including working previously for National Australia Bank (Plum & MLC), AXA Australia and AMP.
Andrew Bowring ran a financial planning practice in Werribee where Cigi started working with Andrew in 2018.
Cigi is an invaluable part of our team – where we take our clients on a financial journey.
She is married with two small children – her interests outside of work include watching the AFL footy team Collingwood play, clay target shooting and crafts.
Lesley Fensom - Client Services Manager
Lesley has worked in the Financial Services area for over thirty years. Roles at the Commonwealth Bank and Insignia Financial (formerly IOOF) have centred around financial advice and all aspects of client service including heading up administration and call centre teams both in Melbourne and other states. Lesley is strong believer in providing excellent customer services at all times.
Away from the office Lesley is an avid traveller seeking the sun in Melbourne winter months, enjoys the theatre and has two Cavalier King Charles spaniels who keep her entertained.
Kerry Chaves - Administrator
She has a strong customer services skill set and is focused on creating a welcoming experience for each and every client.
Outside of work, she enjoys spending time with her family, her dogs and dining out.