What Makes Us Different
A lot of financial planners sell investment products and take a commission as payment. This can mean the more you invest the more the financial planner makes in commissions.
At Argentis we provide strategic financial advice on a fee for service basis.There are many occasions where no investment products are recommended, as the advice is strategic, such as taxation planning, salary packaging and estate planning. We challenge our clients paradigm of thinking about their financial circumstances.
We quote a fixed fee for the work you require and we analyse the cost to benefits – if the benefits are at least 2 times the cost, then it will be worthwhile doing the work. Although there may be times when the benefit may be “peace of mind”.
Len Arico – Principal & Authorised Representative
Len commenced his financial services career in 1981 and has worked in banking, life insurance & superannuation areas. Len has a graduate diploma in financial planning, is a certified financial planner and a member of the financial planning association. Len specialises in providing strategic financial advice to small business owners, self employed and employed. Len is married and enjoys gardening, golfing and cooking.
Rob Wintour – Principle & Authorised Representative
Rob has been in the financial services industry since he left school in 1982. Rob has worked for numerous financial services companies; has worked in many different roles, such as investment advising, accounting, corporate superannuation and funds management. Rob has a Bachelor of Business – majoring in Accounting and a graduate diploma in financial planning. Rob is the youngest of eight children, is married with five children and enjoys spending time with his family and friends.
Sherryl Govier – Customer Services Manager
Sherryl commenced her financial services career in 1990 and has worked for various insurance and investment companies. Over this time, she has been in a variety of roles in areas of sales, product and administration and is currently completing her Diploma of Financial Planning. Sherryl likes to walk, read and travel.
Sahar Dahesh – Authorised Representative
Sahar commenced her financial services career in 2015 and has assisted clients with superannuation, insurance and related services. Sahar is married with 1 son and enjoys movies, family time, cuddles with her pets and travel.