About Us
NOW Financial Group was formed in 2011, bringing together six
established financial planning firms from across Australia. On
behalf of our clients we manage over $800 million in funds and $10
million in life insurance annual premiums.
Our practices focus on delivering quality, personalised advice
to their clients. As NOW Financial Group is owned and run by the
Principals of these practices we understand what they need from
their Licensee. We support their specialist and customised services
by providing access to leading edge research, technology and
practice management. To keep day-to-day operations running smoothly
we deliver consistently high service and administration.
Perry Wilkey, Managing Director and
Colin Lissner, Company Secretary,
oversee the day to day running of our Group. They have both
previously held key positions in a number of Australian Financial
Services Licensees and have each managed their own practices for
over 15 years.
Our Board is made up of six directors:
Perry Wilkey
Managing DirectorPerry studied Accountancy and Economics at the San Jose State University and became a Financial Planner in 1983 with IDS/American Express, specialising in Estate Planning, Federal and State Taxation and property disposition.
Following his move to Australia Perry held a number of corporate management positions until 1996 when he established Brisbane based financial planning practice, Aware Investment Management Group Pty Ltd. This specialist fee-for-service practice has now grown to three offices in Brisbane, Maroochydore and Adelaide. The team manages over $300 million of funds on behalf of more than 1,000 clients across Australia.
Perry brings a wealth of practical and management experience to NOW Financial Group with more than 10 years as a Director of an AFS Licensee. During that time he was also Chair of the Investment Committee and a member of the FSP Portfolio Services Platform Committee. He holds a Diploma of Financial Planning and is a Certified Financial Planner®.
Colin Lissner
Company Secretary and DirectorColin has worked in the financial services industry for over 30 years in areas covering superannuation fund administration, actuarial research, product development, business planning and sales/agency management. Since 1994 he has provides quality strategy, investment and life insurance advice to a broad range of individual and business clients, emphasising a personalised approach.
Colin is the Practice Principal of Finser Consulting, based in Sydney. He holds a Bachelor of Arts (Maths & Physics) and a Diploma of Financial Planning. He is a Certified Financial Planner® and a Specialist Member of the Self Managed Super Funds Professionals Association (SPAA).
Frank Doran
DirectorFrank Doran started in the financial services industry with Legal & General in 1984 as a Superannuation Consultant. Over the past 25 years Frank has built a business that encompasses all facets of financial planning.
Frank works with clients on the full range of financial planning services including investment, super and retirement planning, insurance and group plans. He holds an Advanced Diploma in Financial Services and is a Justice of the Peace.
Steven Aspland
DirectorSteven studied engineering and surveying and worked in that field until joining his father's business, Unac West End Group, in 1983. Unac West End Group has been providing a wide range of financial products and services to both the individual and corporate sectors since 1970.
Concentrating fully in the financial planning arena since 1987, Steven took over the reins when his father Peter retired in 1994. Steven has continued to assist both individuals and organisations build wealth to secure their financial future through ongoing financial advice and investment and insurance products that meet the advice strategies. He holds an Advanced Diploma in Financial Services (Financial Planning).
Mark Dunsford
DirectorMark began his own financial planning practice, Dunsford Financial Planning, in 1983. Since then he has grown the business to a team of 14, making them the largest financial planning practice on Victoria’s Mornington Peninsula. Dunsford Financial Planning advises both individuals and corporate, specialising in retirement planning strategies, insurance and estate planning.
Mark is a Fellow of the Australian Financial Advisers Association.
Anthony Donnellan
DirectorAnthony commenced in the financial services industry in 1997. Anthony is the Managing Partner of Dunsford Financial Planning, holds a Diploma of Financial Planning and is a Certified Financial Planner (CFP©)
Anthony specialises in superannuation and retirement planning. He has a passion for providing strategic advice that adds value to all clients regardless of their circumstance.