PGFS is a long established, boutique financial services firm, best known for its commitment to the delivery of professional guidance that seeks to improve the financial position of our more than 3,000 clients. We focus on providing personalised financial planning and investment advice, throughout our clients various life stages. Whether you are just starting out in your career, mid-way through, or retired, we can add value by working in partnership with you to develop and maintain a professionally structured financial plan.
Director and senior planner, Sab Troncone, has been working in the insurance and investment business since 1984. After completing his Diploma of Financial Planning, Sab established PGFS in 1995. Sab services both our Adelaide and Darwin Offices.
Senior planner Garry McCormick commenced working in the financial services industry in 1996 after completing his economics degree and Diploma of Financial Planning as an insurance adviser and financial planner and joined PGFS in 2005. Garry services clients in both metro and regional Adelaide.
Amanda commenced work at PGFS in 2006. She completed her diploma of Financial Planning in 2011 and has progressed to become senior paraplanner and office manager.
Financial adviser Melissa Miller commenced working in the financial services industry in 2003. She joined PGFS in 2011 as risk insurance manager. She has a friendly, compassionate and professional approach with clients. Melissa has completed her advanced diploma of financial planning and became a financial adviser in 2016. Melissa is passionate about partnering with clients to identify their financial goals and work through strategies to help enhance and protect their wealth.