Meet Our Team

All of our private client advisers are tertiary qualified and hold the Certified Financial Planner (CFP) professional designation, with additional specialisations in self-managed superannuation. It is a requirement that all of our private client advisers participate in our mentoring program which consists of three to four years of supervised, professional in-house training. Meet our team of advisers, client services managers and other staff.

Team Leader

Director and Financial Planner

The Team