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| Our Team |
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| Marc Butler - Authorised Representative of PIS |
| B. Ec |
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Marc is a founding director and shareholder of Invest WA. He currently holds a Bachelor of Economics from the University of Western Australia, a Graduate Diploma in Applied Finance and Investment. Marc can provide financial services as an authorised Representative of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (no 234951). Marc provides advice on Investment Planning, Tax Planning, and Superannuation drawing on over 15 years of industry experience. Marc is also a member of Australian Loan Company.
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| Kevin Gomer - Authorised Representative of PIS |
| B. Com (Fin) |
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Kevin is a shareholder of Invest WA and has been with the company since 2005. Kevin holds a Bachelor of Commerce majoring in Finance from the University of South Africa, a Diploma of Financial Services (Financial Planning), Certificate IV in Mortgage Broking and is currently working towards his Advanced Diploma. Kevin is an authorised financial adviser. Kevin can provide financial services as an authorised Representative of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (no 234951). He is a member of Australian Loan Company.
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| Phil Stevens - Authorised Representative of PIS |
| B. Bus (Fin) |
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| Phil has been with Invest WA since 2006. He has a Bachelor of Business with Double Major’s in Finance and E Commerce from Edith Cowan University. He also holds a Diploma of Financial Services (Financial Planning) and is currently working towards his Advanced Diploma. Phil is the Risk Adviser for our business and provides advice on Wealth Protection, Business Protection and Small to Medium Enterprise Succession Planning. |
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| Melissa Dixon - Para Planner/Customer Service |
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Certificate IV in Financial Services (Finance/Mortgage Broking)
Mel has been with Invest WA since 2007. She is currently completing a Diploma of Financial services. Mel can help with general queries, investments and superannuation.
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