Great vision and great success comes from a great team who are exceptional and passionate about what they do.
This means our team can assist with solutions for all of your financial needs, whether it be a simple issue or helping you to manage a complex financial strategy. Our advisers are supported by a very professional team of experienced administration staff who ensure that everything runs efficiently. Find out who we are and how we can help you.
| MANAGEMENT TEAM & DEALER GROUP SERVICES | ||
| Jason Atkins | CEO / ACL Responsible Manager | 0407 987 207 |
| Gayle Hendricks | COO/ AFSL Responsible Manager | 0474 122 044 |
| Mike Arnold | AFSL Responsible Manager | 1300 974 974 |
| PERTH BRANCH | ||
| Darren Potter | Financial Planner | 0487 556 847 |
| Tom Atkinson | Financial Planner | 0426 260 295 |
| Nathan Stuart | Financial Planner | 0403 209 745 |
| Jackson McLachlan | Financial Planner | 0400 730 230 |
| Gale Lefroy | Client Service Officer | 1300 974 974 |
| Simon Jaksic | Client Service Officer | 1300 974 974 |
| ALBANY BRANCH | ||
| Stuart Griffiths | Financial Planner | 0459 341 002 |
| Katie Thill | Client Service Officer | 1300 971 971 |