Advisers

John Pearson

Financial Adviser

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…

Cameron James

Financial Adviser

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…

Stephen Baird

Financial Adviser

Authorised Representative No. – 1004713 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning, Member of Financial Planning Association of Australia Stephen enjoys helping his clients protect and grow their wealth, and is passionate about guiding…

Daniela Migliorini

Financial Adviser

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…

Michael Finn

Financial Adviser

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…

Shannon Freney

Financial Adviser

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…

Isaac McQueen

Financial Adviser

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…

Yankat Naidu

Financial Adviser

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…

Ian Potter

Ian Potter

Financial Adviser

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…

Kyle Villanueva

Kyle Villanueva

Financial Adviser

Authorised Representative No. – 1270083 Qualifications – Diploma of Financial Planning (RG146) Kyle is passionate about using his in-depth understanding of investment and risk management to help Australians prepare for a better retirement. Kyle believes in always putting the…