Our team

Alex is passionate about helping members make sense of complex financial matters and assisting them to plan effectively to enjoy a comfortable lifestyle in retirement and working with members to enhance their current and future financial wellbeing

Allan enjoys helping members plan for retirement so they can get the most out of their superannuation and enjoy a financially secure future, helping members understand their superannuation, and empowering them with information so they can be proactive in developing and reaching their financial goals in retirement.

Anjali enjoys educating members on superannuation and retirement planning to enable them to achieve their financial and lifestyle goals. He does this through clear communication, helping members make sense of complex financial matters and plan effectively to enjoy a comfortable lifestyle in retirement.

Beau is passionate about helping members understand their superannuation allowing them to be proactive in developing and reaching their financial goals now and in retirement.

Brad is passionate about helping members understand their superannuation, allowing them to be proactive in developing and reaching their financial goals in retirement.

Brock has a Bachelor of Commerce (Finance) and Master of Financial Planning. Brock started in the Financial Services Industry in 2020 and has been a Financial Adviser since 2023.

Brock is passionate about assisting member in understanding their financial position to help them implement strategies to achieve their financial and lifestyle goals, whilst allowing members to have a positive relationship with their finances.

Cameron has a Master of Financial Planning, a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Planning and a Diploma of Financial Planning. Cameron started in the Financial Services industry in 2018 and has been a Financial Adviser since 2018.

Cameron is passionate about educating members on superannuation and retirement planning to enable them to achieve their financial and lifestyle goals.

Casey has a Graduate Diploma of Financial Planning and a Diploma of Financial Planning. Casey started in the Financial Services industry in 2012 and has been a Financial Adviser since 2017.

Casey is passionate about educating members on their superannuation and retirement planning needs to assist them in achieving their financial and lifestyle goals.

Dac has a Graduate Diploma of Financial Planning and a Diploma in Business (Banking and Finance). Dac started in the Financial Services industry in 2016 and has been a Financial Adviser since 2018.

Dac is passionate about understanding members goals and helping members increase their confidence and knowledge of superannuation, allowing them to be proactive in enhancing their current and future financial wellbeing.

Daniel has a Graduate Diploma of Financial Planning and a Bachelor of Commerce (Economics & Finance).

Daniel started in the Financial Services industry in 2018 and has been a Financial Adviser since 2018. Daniel is passionate about providing clients with the appropriate knowledge, tools and strategies to enjoy a financially secure future. He enjoys working with clients to help simplify complex financial matters and assist in meeting their goals and objectives.

David has a Bachelor of International Business and an Advanced Diploma of Financial Planning. David started in the Financial Services industry in 2005 and has been a Financial Adviser since 2007.

David is passionate about making a difference in peoples lives, giving them financial peace of mind.

Devina has a Graduate Diploma of Financial Planning, a Bachelor of Arts (Management and Public Admin/Banking and Finance) and a Diploma of Financial Planning. Devina started in the Financial Services industry in 2016 has been a Financial Adviser since 2018.

Devina is passionate about helping members understand their superannuation, allowing them to be proactive in developing and reaching their financial goals in retirement.

Gabrielle has a Bachelor of Commerce (Finance), Bachelor of Economics (Business and Industry). Gabrielle started in the Financial Services industry in 2017 and has been a Financial Adviser since 2018.

Gabrielle is passionate about helping members understand their superannuation to enable them to achieve their financial and lifestyle goals.

Harry has a Bachelor of Commerce (Finance and Financial Planning). Harry started in the Financial Services industry in 2016 and has been a Financial Adviser since 2020.

Harry is passionate about educating members on superannuation and retirement planning to enable them to achieve their financial and lifestyle goals.

Jeff has a Master of Taxation, a Bachelor of Business (Finance) and an Advanced Diploma of Financial Planning. Jeff started in the Financial Services industry in 2017 and has been a Financial Adviser since 2018.

Jeff enjoys working with people to help them develop and achieve their goals. He is adept at explaining complex topics in a manner that is easy to understand and aims to ease the burden of financial planning so members can get the most out of their superannuation and enjoy a worry-free retirement.

Jessica is a Certified Financial Planner® and a member of the Financial Advice Association Australia (FAAA). Jessica has a Bachelor of Business (Economics and Finance) and a Diploma in Financial Advising. Jessica started in the Financial Services industry in 2000 and has been a Financial Adviser since 2007.

Jessica is passionate about working with members to enhance their current and future financial wellbeing.

Jim has an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Advising. Jim started in the Financial Services industry in 1997 and has been a Financial Adviser since 1997.

Jim is passionate about taking the time to understand members goals, offering solutions for members to make the most of their superannuation and retirement to help them achieve their financial wellbeing.

Joseph has a Graduate Diploma of Financial Planning, Bachelor of Commerce (Economics, Finance) and a Diploma of Financial Services (Financial Planning). Joseph started in the Financial Services industry in 2009 and has been a Financial Adviser since 2012.

Joseph is passionate about assisting and educating members on superannuation and retirement planning to give them peace of mind in achieving their financial and lifestyle goals.

Katrina has a Bachelor of Commerce, a Bachelor of International Business and an Advanced Diploma of Financial Planning. Katrina started in the Financial Services industry in 2006 and has been a Financial Adviser since 2012.

Katrina is passionate about educating members on superannuation and retirement planning to enable them to achieve their financial and lifestyle goals.

Kesh has a Master of Business Administration (MBA) with a specialisation in Finance & Investments, a Graduate Diploma in Applied Finance and Investment and a Postgraduate Certificate in Applied Finance. Kesh started in the Financial Services industry in 2001 and has been a Financial Adviser since 2006.

Kesh enjoys helping members understand their superannuation – one of their most valuable assets – and allowing them to be proactive to enhance their current and future financial wellbeing.

Kim is a Certified Financial Planner® and a member of the Financial Advice Association Australia (FAAA). Kim has a Bachelor of Commerce and a Diploma of Financial Planning. Kim started in the Financial Services industry in 1996 and has been a Financial Adviser since 1997.

Kim enjoys helping members plan for a comfortable and worry-free retirement.

Leanda is a Fellow Chartered Financial Practitioner and member of the Financial Advice Association Australia (FAAA). She holds a Master of Business Administration (Human Resource Management), Advanced Diploma of Financial Planning and a Diploma of Financial Services (Financial Planning). Leanda started in the Financial Services industry in 2000 and has been a Financial Adviser since 2003.

Leanda is committed to caring for members by providing them with appropriate personal advice and professional service, to get them on track to achieve their financial goals.

Lina has a Bachelor of Commerce (Accounting and Finance) and a Diploma of Financial Planning. Lina started in the Financial Services industry in 2010 and has been a Financial Adviser since 2017

Lina enjoys taking the time to understand members goals to help them achieve their financial wellbeing.

Lisa has a Graduate Diploma of Financial Planning. Lisa started in the Financial Services industry in 2017 and has been a Financial Adviser since 2017.

Lisa is passionate about educating members on superannuation and retirement planning to enable them to achieve their financial and lifestyle goals.

Matthew has a Bachelor of Commerce (Finance, Financial Planning). Matthew started in the Financial Services industry in 2010 and has been a Financial Adviser since 2012.

Matthew is passionate about helping members make sense of complex financial matters and plan effectively to enjoy a comfortable lifestyle in retirement. Helping members understand their superannuation, allowing them to be proactive in developing and reaching their financial goals in retirement is his priority.

Nathan has a Graduate Certificate in Financial Planning, a Bachelor of Commerce (Accounting), an Advanced Diploma of Financial Planning and a Diploma of Financial Planning.

Nathan started in the Financial Services industry in 2015 and has been a Financial Adviser since 2017. Nathan is passionate about educating his clients on superannuation and enjoys helping them achieve their financial goals to allow for a comfortable retirement.

Nichole has an Advanced Diploma Financial Planning and a Diploma Financial Planning.

Nichole started in the Financial Services industry in 2016 and has been a Financial Adviser since 2016. Nichole is passionate about helping members understand their Superannuation, allowing them to be proactive in developing and reaching their financial goals in the lead up to their retirement, to enhance their current and future financial wellbeing.

Paula has a Graduate Diploma of Financial Planning, Bachelor of Arts and Advanced Diploma of Financial Planning.

Paula started in the Financial Services industry in 2011 and has been a Financial Adviser since 2013. Paula is passionate about helping members plan for retirement so they can get the most out of their superannuation and enjoy a worry-free retirement.

Peter started in the Financial Services industry in 2018 and has been a Financial Adviser since 2018. Peter is passionate about educating members on superannuation and retirement planning to enable them to achieve their financial and lifestyle goals.

Phil has a Bachelor of Commerce (Accounting, Financial Planning) and a Diploma of Financial Services (Financial Planning). Phil started in the Financial Services industry in 1997 and has been a Financial Adviser since 2007.

Phil is passionate about helping members make sense of complex financial matters and plan effectively to enjoy a comfortable lifestyle in retirement.

Rosie enjoys making a positive difference in members lives to help them achieve their lifestyle goals.

Ruby has a Master of Commerce (Applied Finance) and a Diploma of Financial Planning.

Ruby started in the Financial Services industry in 2017 and has been a Financial Adviser since 2017. Ruby is passionate about working with members to enhance their current and future financial wellbeing. She provides members with personal advice to help them reach their goals.

Samantha has a Diploma of Financial Planning and an Advanced Diploma of Financial Planning.

Samantha started in the Financial Services industry in 2008 and has been a Financial Adviser since 2014. Samantha is passionate about helping members to achieve their goals and enhance their financial wellbeing.

Samuel has a Bachelor of Commerce (Financial Planning). Samuel started in the Financial Services industry in 2014 and has been a Financial Adviser since 2014.

Samuel is passionate about helping members understand their superannuation and educating members on superannuation and retirement planning to enable them to achieve their financial and lifestyle goals.

Sarah has a Bachelor of Business (Economics & Finance) and a Diploma of Financial Planning.

Sarah started in the Financial Services industry in 2015 and has been a Financial Adviser since 2018. Sarah is passionate about helping members understand their superannuation and retirement position to enable them to achieve the lifestyle they want.

Shayn has a Bachelor of Business (Management, Finance) and an Advanced Diploma of Financial Planning. Shayn started in the Financial Services industry in 2015 and has been a Financial Adviser since 2017.

Shayn enjoys explaining superannuation to members in simple terms and helping members plan for retirement so they can get the most out of their superannuation and enjoy a worry-free retirement.

Tara has a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Services (Superannuation) and a Diploma of Financial Services (Financial Planning). Tara started in the Financial Services industry in 2005 and has been a Financial Adviser since 2015.

Tara is passionate about helping members understand their superannuation, allowing them to be proactive in developing and reaching their financial goals in retirement.

Tim has a Bachelor of Commerce and Advanced Diploma of Financial Services (Financial Planning). Tim started in the Financial Services industry in 2005 and has been a Financial Adviser since 2009.

Tim is passionate about helping members make sense of complex financial matters and plan effectively to enjoy a comfortable lifestyle in retirement.

Tristan has a Master of Financial Planning and a Graduate Certificate in Financial Planning. Tristan started in the Financial Services industry in 2003 and has been a Financial Adviser since 2014.

Tristan enjoys helping members know more about their superannuation and options available to achieve their goals. He does this by explaining concepts in terms they understand.

Tyron is a Certified Financial Planner® and a member of the Financial Advice Association Australia (FAAA). Tyron has a Graduate Diploma of Financial Planning. Tyron started in the Financial Services industry in 2002 has been a Financial Adviser since 2004.

Tyron is passionate about providing advice that is simple and easy to understand, adds value to people's lives and helps them better understand their superannuation and retirement planning needs, goals and objectives.

Yusuf has a Bachelor of Commerce (Accounting) and Diploma of Financial Planning. Yusuf started in the Financial Services Industry in 2016 and has been a Financial Adviser since 2018.

Yusuf is passionate about helping members reach their goals and to understand financial concepts.