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Boris Pedisic

CFP® | BSc(Ma) | Adviser No. 301739

A bit about me professionally…

I’ve been working in the Finance Industry for approximately 30 years and as a Financial Adviser for over 20 years.

I enjoy discussing the vagaries of investment markets with clients. I aim to make complex financial issues, like Superannuation and Centrelink (the Aged Pension) simple. My goal is to have happy, educated clients, who see the value in our ongoing relationship.

I take pleasure in helping clients plan the lifestyle they would like to create in their retirement and then guiding them on the journey. I particularly enjoy hearing stories of their travels, the special moments they share with family and friends, knowing that I’ve played a part in helping them achieve their “retirement dreams.”


A bit about me personally…

My time outside the office is spent with my wife and our 2 children – watching their sporting and music endeavours. We live near the beach and enjoy all that it has to offer.

I like to keep fit – beach walks/runs and going to the gym.

I recently bought myself a drum kit. I’m slowly teaching myself to play. I get together with a few friends, as we live out our “rock star” dreams.

To view Boris's latest Blog articles Click here
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Latest insights

27 August 2026
Senior couple applying for Age Pension online

Deeming Rates To Rise and Aged Pension Payments to Increase

Boris Pedisic
From 20 September 2026, Australia's social security deeming rates will rise by 0.5%,
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21 August 2026
portrait-senior-couple-holding-wineglasses-hand-looking-each-other-standing-kitchen

Fear of Running Out of Money in Retirement: How Australians Can Retire with Confidence

Brenton Miegel
One of the biggest concerns facing Australians approaching retirement is the fear of running out of money. Financial experts have even coined a term for it: FORO (Fear of Running Out). While this anxiety is understandable, research suggests that many retirees may be more financially secure than they realise. By understanding the factors that influence retirement income and longevity, Australians can make more informed decisions and enjoy their retirement with greater confidence.
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31 July 2026

Do You Really Know What’s Inside Your Super?

Sam Martin
During recent client review meetings, I've noticed two concerns coming up regularly. The first is the growing dominance of large US technology companies and whether current valuations can continue rising. The second is rising government debt levels around the world, particularly in the United States and Australia, and whether governments are willing or able to address these issues over the long term.
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