Team

Alexandra Jeffery

Financial Adviser

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…

Sade Wallace

Financial Adviser

Authorised Representative No. 1270986 Qualifications – Diploma of Financial Planning (RG146) Sade is passionate about educating those who have not had the opportunity to learn more about superannuation investments and retirement planning. She commenced her financial career as a…

Mathew Walters

Financial Adviser

Authorised Representative No. 1234437 Qualifications – Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning A member of the Association of Financial Advisers (AFA), Mathew has 20 years’ experience within the financial services industry. With over a decade…

Harley Turner

Financial Adviser

Authorised Representative No. 1250119 Qualifications – Diploma of Financial Planning (RG146) When Harley isn’t advising and helping clients on their path towards a better retirement, you will usually find him at the beach when the surf is up, trying to…

Ian Littler

Financial Adviser

Authorised Representative No. 345601 Qualifications – Advanced Diploma of Financial Planning (RG146) Self Managed Super Fund Accreditations (2017) Advanced Diploma of Financial Planning Ian has been a Senior Financial Planner for nine years and has had my own financial…

Loredana Asquith

Financial Adviser

Authorised Representative No. 1271033 Qualifications – Diploma of Financial Planning (RG146) Loredana has 3 years’ experience within the Financial Planning industry. Her strengths include working in partnership with her clients, by providing portfolio advice and financial planning solutions that…

Tony Carboon

Financial Adviser

Authorised Representative No. 465418 Qualifications – FASEA Qualified, 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…

Dinesh Damian Rajah

Financial Adviser

Authorised Representative No. 1262846 Qualifications – Diploma of Financial Planning (RG146) Damian has 15 years’ combined experience spanning financial planning and real estate. He works tirelessly as a financial adviser, assisting hundreds of hardworking Australians optimise their superfund investments.…

Taylor Paniora

Financial Adviser

Authorised Representative No. 1245234 Qualifications – Diploma of Financial Planning (RG146) Taylor loves the phrase “Someone is sitting in the shade today because someone planted a tree many years ago”. He loves to transfer this phrase and theory into…

Jay Fleming

Financial Adviser

Authorised Representative No. 443265 Qualifications – Diploma of Financial Planning (RG146), Bachelor of Commerce Financial Planning, Diploma of Accounting, Member of FPA A member of The Financial Planning Association of Australia (FPA) and with over 12 years of strong…