About FASI

FASI was founded in 2019 and is owned by HBG Advice Group Pty Ltd.

We provide expert service innovation, consulting and referral platforms through our dedicated knowledge, technology and unique operational resources that sets us apart from others.

FASI partners with you to: deliver outstanding financial advice services; develop and align service leadership; guide service transformation; and enhance service performance outcomes for your organisation.

FASI – Company Statements
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FASI – Issues | Solutions | Success
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Leadership

Greg Harper | Executive Officer

Greg is the Founder and Executive Officer of FASI.

His experience, leadership and expert standing in the professional domain of superannuation and financial advice services is well known and respected across the industry.

Greg held the key leadership role for financial advice and retirement services with one of Australia’s largest superannuation funds, Cbus, the Construction and Building Industry Superannuation Fund for over 16 years.

During that time, he was responsible for the development, implementation and success of thoroughly integrated service models, strategies and performance frameworks that delivered high quality service with best practice engagement, compliance and professional application.

Greg’s decision to leave Cbus was driven by his aspiration to establish FASI and provide greater industry-wide support through dedicated resource expertise and innovative service solutions.

He holds a Post Graduate Degree in Corporate Management from Deakin University and various tertiary and professional qualifications in business, management, accounting and financial planning.

“Greg’s leadership and attention to detail were instrumental in building an internal Advice Services function that focuses on quality outcomes in the best interests of our members.

Greg’s ability to focus on the big picture and to be innovative with his strategies resulted in an industry leading model that removes conflicts and any issues that compete with our member’s best interests.

In building the Advice Services function, Greg was resolute in his engagement with staff, management and key stakeholders within the financial planning industry to achieve success for the fund.”

David Atkin
Chief Executive Officer, Cbus

24 February 2020

Paul Pellegrino | Non-Executive Director

Paul is a Non-Executive Director of FASI.

He has extensive experience in the financial services industry and is the Founder and Managing Partner of the Partners In Planning Group, which is proud to be known by its reputation as a financial planning business that lives by its motto of ‘Not All Financial Planners Are Built The Same’.

Paul’s vision of building a financial planning practice that would ‘partner’ with its clients over the long term to help them through life’s different stages is the driving influence behind his ongoing success and the satisfaction of his clients.

He is the current Director of the Australian Professional Advisors Association (APAA) and has held various Board of Director roles with Adviser Tool Box (2009 – 2015), Pellegrino Trattoria/Salerno Coffee Company (2009 – 2013) and Aura, The Lounge (2007 – 2009).

Paul’s academic and professional qualifications include:

  • Certified Financial Planner (CFP®)
  • Bachelor of Business (Finance)
  • Graduate Diploma (Financial Planning)
  • Bachelor of Arts (Italian)
  • Certified Financial Planning Strategist
  • Certified Socially Responsible Investment Advisor

Contact FASI today to see how we can help, empower and support your organisation – inquiry@fasi.com.au.

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