Boris Pedisic

CFP® | BSc(Ma)

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.

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