Director | Chief Relationship Builder
Industry experience: 20+ years Director since: 2009 Areas of expertise: Financial planning, financial markets and current Global themes. Biggest strength:
Director | Chief Worry Banisher
Industry experience: 20+ years Director since: 2005 Areas of expertise: SMSFs, financial planning, business and personal taxation advice. Biggest strength:
Senior Financial Adviser
Favourite part of the job: Being able to show clients a way to achieve their financial goals and dreams. Number 1
Senior Financial Adviser
Favourite part of the job: Listening to and helping people whether that be clients or fellow staff members. Number 1
Client Service Co-ordinator
Favourite part of the job: Speaking with and helping our lovely client base. Number 1 on my bucket list: To
Client Service Co-ordinator
Favourite part of the job: The great environment and the people I get to work with, both clients and staff.
Client Service Co-ordinator
Favourite part of the job: Working in a welcoming and supportive environment. Number 1 on my bucket list: To spend
Client Service Co-ordinator
Favourite part of the job: Getting to know clients and that every day presents a new challenge. Number 1 on
