ABOUT US

Independently owned financial specialists

The Integrated Financial Solutions group was founded in 1980 as Fintech Financial Services (Fintech), a specialist Self Managed Superannuation Fund (SMSF) Administration provider. The professional services offered grew into a very successful investment advice business for high net worth individuals, business owners and professionals. In 2004, the introduction of the Financial Services Reform Act (FSRA) legislated that a more comprehensive level of advice and disclosure was required for clients.  As a result, Fintech merged with Integrated Financial Solutions (IFS).  This enabled the enhancement and expansion of services and technology to encompass additional advice areas not previously covered, and provide greater financial value and certainty to clients. The integrated financial advice business currently manages in excess of $60 million and is committed to providing a personalised professional service to our clients.

Ethical & Environmental Philosophy

Externally, Integrated Financial Solutions provides quality investment advice for our high net worth clients, including Self Managed Super Funds (SMSF).  Our aim is to promote opportunities that are focused on the development and provision of technologies and solutions that reduce the worlds negative environmental, climatic and social impacts.  "Investments with a sustainable and profitable future for ongoing generations".

Internally, we utilise operational efficiencies and technologies that minimise waste and maximise recycling.  For example, we operate a Reduced Paper Office (RPO), and utilise environmentally clean resources where ever possible.  Integrated Financial Solutions also provides support to community and charitable organisations.

Fully qualified team of professionals

Our people are critical to our service. When it comes to your personal finances we ensure that we have the very best people looking after you. Our Financial Managers, Paraplanners and Administrators are selected from the industry's best, all with proven track records of excellence in financial management and customer service.

As part of the nature of our service we get to know you and your family personally over many years. The feedback that we receive from our clients is that we are highly responsive to your individual requirements.  Our objective is to be your trusted advisers for the long term.

Grant Chapman MBA Dip.FP AFPA
Principal & Financial Manager of the Integrated Financial Solutions group. Grant’s authorised number with the Australian Securities & Investment Commission (ASIC) is 275201. He has over 15 years experience in the financial services industry. Prior roles have included Senior advice and management positions.  Grant was awarded ‘Adviser of the Year’ in 2000 for his work with private clients and has assisted several business develop and implement value added corporate solutions.  He was seconded to the UK to implement a new model in delivering financial advice process to several UK based Banks in 2001.  Grant's qualifications include the Diploma of Financial Planning (DFP), and Masters of Business Administration (MBA) through the University of Queensland.  Grant is also an Associate member of The Financial Planning Association of Australia, and is completing the Certified Financial Planner (CFP) program.

Lisa Evans 
Client Relationship Manager of the Integrated Financial Solutions group. Lisa has over 10 years experience in the financial services industry and has held management positions overseeing teams of financial advisers and administrators. Lisa is a highly valued and trusted member of the Fintech-Integrated Financial Solutions team.

Trudy Schneider Dip.FP
Senior Paraplanner of the Integrated Financial Solutions group. Trudy has over 10 years experience in the financial services industry and has been recognised as a leading technical expert in the field of paraplanning. Trudy is currently completing the Certified Financial Planner (CFP) qualification.

Keersten Plep
SMSF Accountant of the Integrated Financial Solutions group.  Keersten has extensive Accounting and Self Managed Superannuation (SMSF) Administration experience, and is responsible for the efficient and compliant delivery of fund administration for our high net worth clients. 

Rhonda Kingston BA, DFS1-4
Office Administrator of the Integrated Financial Solutions group.  Rhonda has extensive experience in office administration and the preparation of taxation returns and has an Advanced Diploma of Accounting and a Diploma in Financial Services.  Rhonda is responsible for the office administration and management of business financials and is a valued and trusted member of the Fintech-Integrated Financial Solutions team.