Acceptance Financial Services 

 


Acceptance Financial Services was established in 2006 as a natural extension of our core business.


Providing high quality Risk Insurance and Personal Investment advice, Acceptance Financial Services is dedicated to delivering high service standards to all our clients and introducers and keeping you informed throughout the process.

 

We are committed to finding solutions to our clients financial needs.

 

Peter Blassis - Director | Authorised Representative

pblassis@acceptancefinance.com.au

 

Peter has been assisting clients to achieve their financial goals for over 12 years and has been involved in strategic planning work for many clients during that time. He ensures that his clients enjoy a stress-free, well-structured financial position.

 

He works closely with clients to plan for accumulation and preservation of wealth. Peter provides strategies which put clients back in control of their financial affairs. 

 

He holds a Bachelor of Arts with Honours and a Post Graduate Diploma in Public Policy from the University of Melbourne. He also has a Diploma of Financial Planning from FINSIA where he is also a senior associate.  

 

Tristan Walker - Senior Paraplanner

twalker@acceptancefinance.com.au

 

Tristan has been working in the financial services sector for 5 years.  During his time in the financial planning industry he has been involved in many roles including fund administration, client service, share brokerage and technical planning analyst. His experience in Banking and Accounting gives him a full understanding of the support structure needed to assist clients with achieving their financial goals.

 

He holds a Bachelor of Business in Accountancy with merit from RMIT University as well as a degree in Sport Management.

 

 

 

Anna Forster - Client Services                  

aforster@acceptancefinance.com.au

Anna joined Acceptance Financial Services in April 2008. She has over 11 years experience in the financial services sector, having worked in both administration and client services within this industry. She brings with her vast knowledge gained from working on both sides of the financial services fence - for fund managers and financial planning firms. Anna’s energy and attention to detail ensures that all areas of Acceptance Financial Services run seamlessly.

 

 

 

 

 

 

 

 

 

 Products & Services

  • Life Insurance
  • Income Protection
  • Trauma Insurance
  • Total & Permanent Disability Insurance
  • Business Expense Cover
  • Business Loan Cover & Partnership Protection
  • Superannuation DIY & Master Funds
  • Financial Planning
  • Estate Planning - Wills

  

"Creating & Protecting Your Wealth"

 

 

Client Feedback Survey Competition

September Quarter

 

Thank you to everyone who participated in our

Client Feedback Survey

Competition for the September quarter.

 

Congratulations to

Stephen & Helen Nicoll

They have won an Ipod Nano valued at $200!

 



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