Senior Managers

Kris McCleland

Senior Responsible Manager

Qualifications: CPA (ASA) Bachelor of Business (Accounting & Finance) awarded with Distinction Advanced Diploma in Financial Services (Financial Planning) Justice of the Peace (Qualified) SMSF (Specialist Course) awarded with Distinction Kris is a highly qualified professional with over 13…

Shannon Freney

Responsible Manager & 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 high-level financial advice to a wide range of Australians for…

Ian Potter

Responsible Manager & Financial Adviser

Authorised Representative No. – 1007549 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma in Financial Planning, Graduate Diploma in Financial Planning Ian is a Practitioner Member of the Association of Financial Advisers (AFA,) the longest-standing association representing financial…