our advisors

Grant Agnew

Grant Agnew has had around 24 successful years in the accounting and financial planning industries. After about 9 years experience largely in taxation and public accounting, Grant established his own CPA accountancy practice in 1992. By 1993 Grant was also a licensed financial adviser, before specialising more entirely in financial planning in 1996. Although the firm has been known as Grant Agnew CPA and Agnew & Co Accountancy, it took on it s current name of Agnew Wealth Creations Pty Ltd in 2000. Today Grant Agnew remains the sole principal of the firm.

Grant is one of a select few in Australia to be a Fellow Certified Practicing Accountant (FCPA) - Financial Planning Specialist as well as a Certified Financial Planner (CFP). He is also a Registered Tax Agent and a Justice of the Peace. He gained his Bachelors Degree in Business (Accounting) from University of Technology, Sydney.

Grant grew up in the Shoalhaven and apart from a stint overseas on exchange and working as a trainee Chartered Accountant in the Sydney CBD, he has always lived in the area. He is living his dream by having a successful financial planning practice in his home town.

Grant enjoys being a husband and father, involvement with Christian Outreach Church, tennis, surfing, and the occasional game of golf.

Grant's success over the years has come from his passion for helping clients. His ability to listen to client's needs and come up with the right solutions has enabled him to be the principal of one of the best financial planning firms on the South Coast. His knowledge and expertise continues to wear off on his team members.


Fiona Harris

Fiona is a Certified Practicing Accountant (CPA), and has completed a Graduate Diploma from the prestigious Financial Securities Institute. She gained a Bachelor of Commerce (Accounting & Finance) degree from the University of Wollongong.

Fiona has spent the majority of her life in and around Nowra, and, whilst she likes her travel, she enjoys life in the Shoalhaven community. Apart from helping clients achieve their goals, Fiona enjoys travelling, shopping and looking after youth group. Her efficiency in everything that life brings her is second to none.


Sam Fletcher

Sam gained his Bachelors Degree in Business from Azusa Pacific University in California, U.S.A. He is nearing completion of a Graduate Diploma in Financial Planning from the prestigious Financial Securities Institute. He grew up in the Shoalhaven, and apart from his time studying on scholarship in the states, Sam has spent all his life in the local area.

His ability to absorb the knowledge of those around him has enabled him to make rapid progress in his profession. Apart from helping clients achieve their goals, Sam enjoys spending time with his family, surfing, tennis, cricket and cheering on the sometimes mighty Parramatta Eels.

All three advisers are authorised representatives of Premium Wealth Management, an Australian Financial Services License (AFSL) holder.

 


 
 
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