Financial Blueprint was established in 1987 originally part of local South Gippsland Accounting Practice PCM Financial Services Ltd. In 1994 the Business was taken over by its existing principals Dennis Lim and Peter Warren.
United by a vision and passion to provide client focused service and advice the business has stood the test of time through both market downturns and positive times.
Financial Blueprints’ principals Dennis Lim and Peter Warren are licenced as Authorised Representatives of ASIC approved Licensee LWP Financial Pty Ltd an independently owned Adviser Group.
Both principals have extensive experience in the Financial Planning Industry spanning nearly 30 years and both hold Degrees, Diplomas & CFP status.
BEC. DFP. CPA. CFP
Dennis has been providing financial planning advice to clients since 1990 and became a principal in the Business in 1994.
He brings to his clients a financial planning service that is personal, dynamic and flexible. His wealth of experience enables him to provide strategic advice to meet his clients objectives and needs.
He specialises in Self-Managed Super Funds, Retirement Planning, Direct Share Investment and Centrelink advice and Estate Planning and also provides a Portfolio Review Service.
B.Bus. DFP. CFP
Peter has been providing financial planning advice to clients since 1987 and is the original founding principal of Financial Blueprint.
His experience and qualifications enable him to provide advice that is flexible and strategic in its outcomes and is tailored to suit each client’s individual personal needs and circumstances.
He specialises in Self-Managed Super Funds, Retirement Planning, Direct Share Investment and Centrelink Advice and he also provides a Portfolio Review Service.