Anthony Carboon
Authorised Representative No. 465418 Qualifications: Diploma of Financial Planning (RG146) A finance professional who enjoys helping people achieve their goals and making a difference, Tony has over 30 years’ experience spanning customer service, banking, lending, general insurance, wealth management…
Bronwyn Hodges
Authorised Representative No. 275984 Qualifications: Graduate Diploma of Financial Planning , Diploma of Financial Advising, Margin Lending and Geared Investments Bronwyn is a seasoned financial planner with over 23 years of comprehensive experience, in the financial services industry. Her journey…
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 Diploma…
David Searle
Authorised Representative Number: 274560 Qualifications: Diploma of Financial Planning, Diploma of Financial Markets, Economic & Legal Context for Financial Planning With over 30 years of experience in various roles within the financial services industry, David possesses extensive knowledge and…
Diogo Rodrigues
Authorised Representative No. 1271445 Qualifications: Bachelor of Commerce (Financial Planning and Accounting) Diogo holds a Bachelor of Commerce, with a double award major specialising in Financial Planning and Accounting. After graduating in the top five percent of students, he…
Domenic Romeo
Authorised Representative No. 1005687 Qualifications: Bachelor of Commerce (Economics and Marketing), Diploma of Financial Planning With 28 years in financial services, including the last 18 at a major stockbroking firm in Perth, Domenic brings extensive expertise to the field.…
Gabrielle Eynon
Authorised Representative No. 1007550 Qualifications: Masters in Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Planning Gabrielle boasts a distinctive career spanning over 15 years in financial planning, personal insurance, home lending, remediation, and compliance. With exceptional expertise…
Glenn Hedger
Authorised Representative No. 1302889 Qualifications: Bachelor of Commerce, Diploma of Financial Planning Glenn, a dedicated financial planner, is unwavering in his commitment to turning clients’ financial goals into reality. Armed with a Bachelor of Commerce specialising in Financial Planning…
Isabel Dallas
Authorised Representative No. 1269327 Qualifications: Advanced Diploma of Financial Planning, Bachelor of Commerce (Honours), Diploma of Accounting Isabel has diverse experience in the financial industry, having started as a graduate at the Reserve Bank working in the liquidity forecasting area.…
Jake Souter
Provisional Adviser No. 1311008 Supervisor: Tomislav Vukovic AR No. 1273105 Qualifications: Bachelor of Commerce, Graduate Diploma of Financial Planning Jake is passionate about helping individuals achieve their financial goals and is committed to raising financial literacy levels across Australia. Before transitioning…