About The Company
Bluewren Financial is an Adelaide based firm offering comprehensive financial planning services to its clients.
Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!
MEET OUR TEAM
MICHAEL FORJAN
DIRECTOR/SENIOR FINANCIAL PLANNER
Michael has more than 34 years of experience in Banking and Financial Services having worked across many locations in metropolitan and regional South Australia.
For the last 16 years Michael has continued to support new and existing clients in regard to their Financial Planning advice needs.
Michael’s Qualifications include:
| ● | Diploma in Financial Planning (Dip FP) |
| ● | Certified Financial Planner (CFP) |
| ● | Member of the Financial Planning Association of Australia |
| ● | Registered Tax (Financial) Agent |
TONY HILL
DIRECTOR/SENIOR FINANCIAL PLANNER
Tony grew up in Tailem Bend, South Australia. He has more than 36 years of experience in Banking and Financial Services having worked across many locations in regional South Australia.
For the last 22 years Tony has continued to support new and existing clients in regard to their Financial Planning advice needs.
Tony’s qualifications include:
| ● | Diploma in Financial Planning (Dip FP) |
| ● | Certified Financial Planner (CFP) |
| ● | Member of the Financial Planning Association of Australia |
| ● | Registered Tax (Financial) Agent |
ROBERT ALEXANDER
MANAGING DIRECTOR/SENIOR FINANCIAL PLANNER
Rob grew up on a Farm in Tasmania. In his younger days he served for 12 years in the Royal Australian Navy.
Rob has more than 15 years of experience in the provision of financial planning advice and 7 years in Banking & Finance.
Rob’s qualifications include:
| ● | Bachelor of Arts – Christian Counselling (BA, CC) |
| ● | Bachelor of Education (B.Ed) |
| ● | Post Graduate Diploma in Financial Planning (PG Dip FP) Waikato |
| ● | Certified Financial Planner (CFP) |
| ● | Member of the Financial Planning Association of Australia |
| ● | Registered Tax (Financial) Agent |
WHAT SET’S US APART
COLLABORATIVE APPROACH
A team of highly motivated and efficient experts – Bluewren Financial
connects you with a network of top accounting, legal, financial services
professionals to streamline and help you manage your money better.
Every client is unique and requires varying levels of services.
Our business model is unique in the industry and that is a huge strategic advantage to our clients. Our years of extensive industry and network experience allow us to hand pick only the very best in breed specialist to serve our clients. We take a collaborative approach with industry best practice specialists who are highly motivated to work efficiently.
OUR UNIQUE PROCESS
Bluewren Financial embraces a high standard of professionalism and service delivery. We believe that an interactive and open communication process with our clients is essential in delivering quality tailored advice and solutions.
Financial strategy review is not a one-off exercise but should map your lifetime and mirror your financial objectives. From single strategy advice to complex multi strategy solutions we can assist you to achieve your goals.
Bluewren Financial is a full service financial planning firm that is here for you all year round, for generations.