Advice, For You
Your Superannuation Expert
Our goal is quite simple; to make positive financial differences in the lives of our clients, that they can feel now and later in life. We’re a team of dedicated, like-minded professionals with one united vision; to engage in value-adding interactions that improve the financial futures of as many Australians as possible. We review, advise and drive out quality financial advice with only you in mind.
Giving Back
Better Futures For Everyone
On our positive impact mission, we identified we have the power to touch the lives of those far beyond our clients. Through close client relationships, we've unearthed a diverse range of charities, initiatives and communities close to their hearts, areas in which they would love to make a difference. And so, we started there… It’s amazing, the web of goodwill we can weave when we put our minds to it.
FINANCE INDUSTRY VETERANS
Our Leadership Team
Peter Kuskie
Peter has been a legal practitioner since 1995 and has been a partner of law practices in Brisbane, Melbourne and regional Queensland. He is currently a partner of a leading national law firm. Peter is admitted as a practitioner…
Greg Rostron
Greg was admitted to practice as a solicitor of the High Court of Australia and the Supreme Court of Queensland in 1996 and is the Founding and Managing Partner of a leading National Law Firm, established in 2001. Practicing…
Noel Shephard
Noel is a highly qualified professional with over 15 years combined experience in Financial Planning, Contract Management and Estate Planning, with 8 years as an Authorised Financial Adviser. He serves on the Board of Directors of Superannuation Advice Australia and is a Practitioner Member of the Association of Financial Advisers as well as a Registered Tax (Financial) Adviser with the Australian Tax Practitioners Board.
DELIVERING SMART FINANCIAL SOLUTIONS
Our Strategy Team
Marcus Warren
Authorised Representative No. – 1266986 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Laws, Bachelor of Science (Psychology) Marcus is passionate about helping Australians live their best lives, helping them to prepare for a prosperous and financially…
Larissa Coert
Authorised Representative No. – 1270730 Qualifications – Diploma of Financial Planning (RG146), Bachelor of Business With over 10 years’ experience working in Customer Service roles, Larissa loves building relationships with clients. Her genuine warmth and exceptional knowledge is what…
Christian Stanger
Authorised Representative No. – 0314767 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, BA Christian has been delivering quality financial advice since 2009 after starting work in his father’s wealth firm three years earlier. Holding a…
Dominic O’Regan
Authorised Representative No. – 1270974 Qualifications – Diploma of Financial Planning (RG146) After 15 years of experience within the business and marketing sector, Dominic made the decision to transition into Financial Planning. His aim was to use his business…
Ian Potter
Authorised Representative No. – 1007549 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma in Financial Planning With almost ten years of experience in the Financial Planning industry, Ian works in partnership with clients, providing portfolio advice and financial…
Yankat Naidu
Authorised Representative No. – 1002623 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma in Financial Planning, Bachelor of Commerce With 19 years of experience in Financial Planning and 22 years experience in the Banking and Finance Sectors, Yankat…
Isaac McQueen
Authorised Representative No. – 1268295 Qualifications – Diploma of Financial Services Isaac takes pride in supporting Australians to maximise their retirement plans through effective and goal-orientated financial advice. Working within the finance industry since 2015, Isaac specialises in risk…
Shannon Freney
Authorised Representative No. – 462001 Qualifications – Diploma of Financial Planning (RG146), Bachelor of Business (Marketing, Management & Entrepreneurship) Shannon is a highly driven adviser who has been providing specialised financial advice to a wide range of Australians for…
Michael Finn
Authorised Representative No. – 0329274 Qualifications – Diploma of Financial Planning (RG146), Diploma of Finance and Mortgage Broking Management, SMSF Specialist Michael is an experienced and knowledgeable financial adviser, ready to work with you to ensure you and your…
Stephen Baird
Authorised Representative No. – 1004713 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, Member of Financial Planning Association of Australia Stephen emigrated from Scotland 25 years ago and enjoys helping his clients protect and grow…
Daniela Migliorini
Authorised Representative No. – 1272661 Qualifications – Diploma of Financial Planning (RG146) Daniela firmly believes the core element of a truly personalised plan is the in-depth understanding of clients’ needs, goals and core values. She finds her work most…
Cameron James
Authorised Representative No. – 1270801 Qualifications – Bachelor of Commerce (Accounting Major and Taxation Minor) and Diploma of Financial Planning Growing up Cameron has always been an advocate for the disadvantaged and found great accomplishment in reaching out to…
John Pearson
Qualifications – Advanced Diploma of Financial Planning John Pearson has been in the Financial Services Industry for almost 18 years and has provided advice in the areas of superannuation, investment, personal insurance, estate planning and aged care. When not…
Harley Turner
Authorised Representative No. 1250119 Qualifications – Diploma of Financial Planning (RG146) When Harley isn’t advising and helping clients on their path towards a better retirement, you will usually find him at the beach when the surf is up, trying to…
Alexandra Jeffery
Authorised Representative No. 1268207 Qualifications – Diploma of Financial Planning (RG146), Bachelor of Laws, Member of Financial planning association of Australia Alexandra studied Law in England and shortly after emigrated to Australia. After deciding to pursue a career in…
Dinesh Damian Rajah
Authorised Representative No. 1262846 Qualifications – Diploma of Financial Planning (RG146) Damian has a combined experience of financial planning and real estate spanning over 15 years. In the past 5 years, Damian has worked as a financial advisor specialising…
Loredana Asquith
Authorised Representative No. 1271033 Qualifications – Diploma of Financial Planning (RG146) With 3 years of experience in the Financial Planning industry, I work in partnership with clients, providing portfolio advice and financial planning solutions that work towards helping clients…
Sade Wallace
Authorised Representative No. 1270986 Qualifications – Diploma of Financial Planning (RG146) Sade is passionate about educating those who have not had the advantage to learn more about superannuation investments and retirement planning. She started off her financial career as…
Taylor Paniora
Authorised Representative No. 1245234 Qualifications – Diploma of Financial Planning (RG146) Taylor loves the phrase “Someone is sitting in the shade today because someone planted a tree many years ago”. He loves to transfer this phrase and theory into…
Ian Littler
Authorised Representative No. 345601 Qualifications – Advanced Diploma of Financial Planning (RG146) Self Managed Super Fund Accreditations (2017) Advanced Diploma of Financial Planning Ian has been a Senior Financial Planner for nine years and has had my own financial…
Integrity & Professional Conduct
Partnered with Lonsec
We’re proud of our partnership with Lonsec Investment Solutions, Australia’s Number 1 Investment Research Company. Lonsec joined our Investment Committee to help us deliver better outcomes for our clients. The Lonsec team leverages the expertise of over 130 employees and 65 analysts to help shape, quantify and build our highly diversified actively managed portfolios. Working closely with Australia’s number 1 Research House helps us make better-informed investment decisions and provides our client’s with peace of mind.
