Team

Diogo Rodrigues

Financial Adviser

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…

Raelene Love

Head of Insurance Department & Senior Underwriting Specialist

Head of Insurance Department & Senior Underwriting Specialist A senior underwriting specialist and member of the Australian Life Underwriting & Claims Association (ALUCA), Raelene has over 25 years’ experience honed within the Insurance and Financial Services industries. Head of…

Renae Withoos

Human Resources Manager

Human Resources Manager Qualifications – Bachelor of Business – Major in Human Resources, Cert IV in Business, Cert IV in Fitness An inspiring leader with highly developed interpersonal skills, Renae has been an integral component of the Superannuation Advice…

Barton Peek

Financial Adviser

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…

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…