Advisers

Authorised Representative No. 1291612 Qualifications: FASEA Qualified, Graduate Diploma of Financial Planning, Bachelor of Psychology A goal-oriented and purpose driven personality, Sean’s ultimate goal is to achieve positive outcomes and promote success in others. Prior to entering into the…

Authorised Representative No. 1250225 Qualifications: FASEA Qualified, Diploma of Financial Planning, Bachelor of Business (Finance and Economics), Self-Managed Super Funds Accreditation, Margin Lending Accreditation A passionate finance professional with extensive interpersonal communication and relationship building skills, Steven has seven…

Authorised Representative No. 1292992 Qualifications: FASEA Qualified, Diploma of Financial Planning (RG146), Graduate Diploma of Financial Planning, Honours Degree – Accounting and Finance With a flair for financial planning and a passion for helping everyday people realise their retirement…

Authorised Representative No. 1268295 Qualifications: Diploma of Financial Planning (RG146) Isaac takes pride in supporting Australians maximise their retirement plans and objectives through effective, goal-orientated financial advice. Working within the finance industry since 2015, Isaac specialises in risk and…

Qualifications: Bus (International Business & Finance and Banking), Dip. Financial Planning, Masters Financial Planning An accomplished financial services manager, Gaven has a proven track record of leading financial advice teams to deliver successful client and business outcomes. With over 20 years’…

Qualifications: FASEA Qualified, Certified Financial Planner, Graduate Diploma of Financial Planning, Self-Managed Superfund Specialist, Commissioner for Declarations, Aged Care Accreditation Awards: Women in Finance Awards Finalist: SMSF Adviser of the Year consecutively for 2017 and 2018, SMSF and Accounting…

Authorised Representative Number:1273105 Qualifications: Diploma of Financial Planning (RG146), FASEA Qualified FASEA qualified, Tommy has eight years’ experience within the financial services sector. His previous industry knowledge was cemented at a small, family-owned practice, where Tommy first discovered his…

Authorised Representative Number: 1271445 Qualifications: Bachelor of Commerce (Financial Planning and Accounting), FASEA Qualified 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…

Authorised Representative No. 1259107 Qualifications – Diploma of Financial Planning, Advanced Diploma of Financial Planning, FASEA Ethics Exam, Bachelor of Commerce (Financial Planning) An experienced superannuation adviser, Barton is passionate about providing tailored financial plans, that will fund lifestyles…

Authorised Representative No. 1268207 Qualifications – Diploma of Financial Planning (RG146), Bachelor of Laws, Member of Financial planning association of Australia Alexandra is one of our talented and knowledgeable Financial Advisers who is passionate about helping clients achieve their…