Specialises in the provision of wealth creation and wealth protection.
To provide our clients with the highest quality financial advice tailored to their unique circumstances. We do this this by working in partnership and educating our clients to ensure they have peace of mind and financial freedom.
Meet The Team
Catherine Stewart, Managing Principal
CFP, B.Comm – Economics & Finance
Catherine has worked in the Financial Planning Industry since 2003. She holds a Bachelor of Commerce (Economics & Finance) and completed her Certified Financial Planner (CFP) designation in 2008.
She is a member of the Financial Planning Association (FPA), has recently completed her FASEA and Education Pathways requirements.
Catherine is currently an Authorised Representative of Australian Unity Personal Financial Services (AUPFS).
Catherine strongly believes in educating the community on financial fundamentals. She has conducted seminars on many different topics and had several articles published in Money Magazine.
Catherine’s role is about providing her clients with sound strategic financial solutions. Her area of expertise is not only the technical advice that she provides her clients but the long-term relationships she forms with them.
Gerry Farlanga, Principal
Gerry has worked as a Chartered Accountant and Financial Planner for over 20 years. He holds a Bachelor of Commerce and is a member of both the Institute of Chartered Accountants and the Taxation Institute of Australia.
He holds a Specialist Financial Planner designation through the Institute and has recently completed his FASEA educational requirements. He is currently an Authorised Representative of Australian Unity Personal Financial Services (AUPFS).
Gerry is a founding partner of Arnold Stevens Finlay, established almost 25 years ago and is also a Principal of Vue Financial.
Gerry’s area of expertise is his ability to see the client’s big picture and as a result provide them with Real Solutions for all facets of their financial well-being.
Dragana Cvijetic, Client Service Officer
Dragana started work in the financial planning industry in 2014.
She is an exceptional communicator and always strives for excellence in everything she does.
She is committed to providing high quality support to the team and our clients.