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 Boon
Authorised Representative No. 1305760 Qualifications: Bachelor of Commerce (Financial Advising, Managerial Economics), Graduate Diploma of Financial Planning Samuel Boon, an accomplished financial adviser with over four years of experience, specialises in crafting personalised financial plans for individuals and organisations. His…
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…
Sharmila Phal
Authorised Representative No. 1002911 Qualifications: Graduate Diploma of Financial Planning, Advanced Diploma of Financial Planning Sharmila Phal is an accomplished financial professional with more than 17 years of experience providing expert financial planning advice. As an Authorised Representative, she holds…
Sharon Trestrail
Authorised Representative No. 413891 Qualifications: Graduate Diploma of Applied Finance (Financial Planning), Bachelor of Business (Banking & Finance), Super Concepts ICFS Specialist SMSF Course Sharon’s career journey reflects a unique blend of expertise in both financial services and hospitality industries.…
Shreya Singh
Authorised Representative No. 1252348 Qualifications: Advanced Diploma of Financial Planning, Diploma of Financial Planning (RG146), Master of Human Resources & Industrial Relations, Bachelor of Commerce Driven to make a difference, Shreya is a Certified Financial Planner – passionate about helping people achieve…
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,…
Stephen Hoyes-Cock
Authorised Representative No. 1002961 Qualifications: Graduate Diploma of Financial Planning, Bachelor of Commerce (Management and Marketing), Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Stephen Hoyes-Cock is a seasoned financial adviser with a profound dedication to helping individuals…
Stuart Reeves
Authorised Representative No. 248496 Qualifications: Diploma of Financial Planning, Bachelor of Business (Accounting), Bachelor of Business (Banking & Finance), Certified Financial Planner Stuart Reeves, a seasoned Financial Planner with over 20 years of experience, is dedicated to assisting clients in…