Advisers

Anthony Carboon

Financial Adviser

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…

Christian Stanger

Christian Stanger

Financial Adviser

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…

Daniel Adams

Financial Adviser

Authorised Representative Number: 1302888 Qualifications: Bachelor of Commerce (Financial Planning and Accounting) Daniel’s role within the company focuses on conducting annual reviews and providing advice and support to existing clients. With a specific emphasis on superannuation and insurances, Daniel…

Danis Hrle

Provisional Adviser

Provisional Adviser Number: 1307687 Supervisor: Tommy Vukovic AR No. 1273105 Qualifications: Bachelor of Commerce (Finance, Financial Planning) Danis is an aspiring Financial Planner currently enrolled in the Professional Year program at SAA. Holding a Bachelor’s Degree in Commerce with…

Diogo Rodrigues

Financial Adviser

Authorised Representative Number: 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…

Glenn Hedger

Financial Adviser

Authorised Representative Number: 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…

Jason Wong

Financial Adviser

Authorised Representative No.: 1008231 Qualifications: Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services, Bachelor of Business, Self-Managed Super Fund Accreditation A finance professional with 15 years’ experience, Jason’s wealth of industry knowledge extends to portfolio modelling, wealth management,…

John Pearson

Financial Adviser

Qualifications – Advanced Diploma of Financial Planning John has been in the Financial Services industry for 18 years and has provided advice within the areas of superannuation, investment, personal insurance, estate planning and aged care. John holds an Advanced…

Justin Chong

Financial Adviser

Authorised Representative Number: 1246053 Qualifications:  Graduate Diploma of Financial Planning, Bachelor of Commerce (Economics & Finance), Diploma of Financial Planning Justin dedicates his efforts to understanding his clients’ current circumstances and requirements and guiding them towards sound financial decisions.…

Larissa Coert

Financial Adviser

Authorised Representative No. – 1270730 Qualifications – Double Bachelors in Event Management and Employment Relations, Diploma of Financial Planning (RG146) Larissa’s 15 years of customer service experience and natural ability for building relationships, assists her in relating well to…