Julie Bullen
Provisional Adviser No. 1311213 Supervisor: Tomislav Vukovic AR No. 1273105 Qualifications: Bachelor of Business, Majoring in Financial Planning and Taxation Julie is a dedicated Provisional Financial Adviser who brings a wealth of passion and determination to her role. With a background…
Justin Chong
Authorised Representative No. 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.…
Kristelle Harris
Authorised Representative No. 462342 Qualifications: Bachelor of Commerce, Advanced Diploma of Financial Planning, Margin Lending and Geared Investments I serve as a Financial Adviser with expertise spanning both superannuation and insurance domains. With a robust 13-year tenure in the…
Larissa Coert
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 all her…
Niyoosha Reinehr
Authorised Representative No. 1241234 Qualifications: Diploma of Financial Planning, Advanced Diploma of Financial Planning, Bachelor of Commerce (Finance) Driven to make a difference, qualified Financial Adviser Niyoosha, has 15 years’ demonstrated history in the field of financial planning. Her high…
Robert Catherall
Authorised Representative No. 288857 Qualifications: Advanced Diploma of Financial Services ( Financial Planning), Diploma of Financial Services (Financial Planning), Certified Financial Planner Rob is a financial planning professional with more than 20 years of experience providing expert financial planning…
Russel Molin
Authorised Representative No. 340338 Qualifications: Advanced Diploma of Financial Services (Financial Planning), Self-Managed Super Fund Accreditation, TASA and the TPB of Professional Conduct Accreditation Before immigrating to Australia in 2009, Russel worked as a Financial Advisor for a large…
Samuel Price
Provisional Adviser No. 1311335 Supervisor: Tomislav Vukovic AR No. 1273105 Qualifications: Bachelor of Applied Financial Advice I am passionate about helping people reach their goals and protect themselves and their families in times of financial uncertainty. Before embarking on becoming a…
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 their wealth,…