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What We Are All About
Andrew Masson,
Infinity Managing Director.
About Infinity
Infinity Financial Advisors was established by Managing Director, Andrew Masson in 2016. After two decades in a national advisory firm, Andrew saw an opportunity to offer people a more agile and transparent way of investing their superannuation. The firm has since grown its client base to over 300 happy clients and $150 million in funds under management. Infinity Financial Advisors has a team of experienced advisors, having secured national talent and recently joined forces with two respected local firms.
Our Values
WE ARE ‘CLIENT FIRST’
We focus on your goals and achieving them is our goal. Creating wealth provides you with freedom of choice in life.
WE LOVE WHAT WE DO
We are passionate, energised and engaged in what we do.
WE ARE CANDID, TRANSPARENT AND OPEN
We care about you and each other. We know direct conversation helps us to be our best.
WE SIMPLIFY THE COMPLEX
Our communication is clear, concise, useful and timely.
WE ARE AGILE
We embrace change and seek new ideas to improve your outcomes.
Our Philosophy
It’s hard to get results if you don’t put in the work. We think the same way about investing.
We are active, at a time when many follow a ‘set and forget’ approach. This requires strong fundamental analysis and deep knowledge of investment decisions. Clients want to know where their money is invested.
Our Purpose
We believe your money should work as hard as you have. This is why we optimize your portfolio on a daily, weekly and monthly basis, so you will be in a position to live the life you want.
Our People
Andrew Masson
Managing Director
Andrew built Infinity Financial Advisors on energised and engaged relationships with clients.
Lisa Gamble
Business Manager
After working at some of Sydney’s biggest financial management firms, Lisa joined the Infinity team in 2017
Andrew Lindner
Portfolio Manager
Part of the founding team, Andrew has worked as a portfolio manager in finance since 2013, when he completed a Bachelor of Commerce from the University of Newcastle and a Diploma in Finance.
Ben Travers
Senior Financial Planner
With 20 years’ experience across boutique, accounting and ASX listed firms, Ben has the knowledge and experience to design comprehensive and personalised strategies. Ben brings a dynamic approach to both wealth creation and asset protection, and understands individual circumstances are forever changing. Ben prides himself on proactive advice, communication and has a passion for investment markets.
Ben has been recognised in the industry with several awards, including Money Management’s Financial Planner of the Year and Financial Standard’s Power50 Most Influential Advisers in Australia.
Ben is a Certified Financial Planner® who holds a Master of Financial Planning, Bachelor of Commerce-Accounting and Diploma of Financial Services. Ben is a member of the Financial Planning Association and a Tax (Financial) Adviser with the Tax Practitioners Board.
Louise Evans
Financial Planner
Having worked in the financial planning industry since 1987, Louise has the in-depth knowledge required to help her clients achieve their goals.
Steven Moore
Financial Planner
With a range of experience across all facets of financial advice, Steven has the knowledge and experience to help client’s achieve their goals no matter what stage of life they’re at. Steven is passionate about investing and making sure clients have adequate protection.
Karen Smith
Paraplanner
Karen has worked in Financial Planning since 1989 and loves helping our clients. She participates in community activities with her sons through Scouting and has held the Treasurer position for the local Scouts and School P&C Association for some years.
Penelope Taylor
Paraplanner
Penelope has worked in the finance industry for 10 years and has very broad knowledge in all areas of financial planning. Penelope and her husband love sailing in the Whitsundays.
Dianne Murphy
Paraplanner
Di has over 30 years of experience in the financial services industry, specialising in Paraplanning.
Phoebe Wightman
Receptionist
Phoebe enjoys welcoming our clients and visitors with a happy smiling face.
Wendy Hose
Client Services Coordinator
Wendy has worked in the financial profession, for nearly 20 years and enjoys the interaction with both advisers and clients.