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
Mike Arnold	AFSL Responsible Manager	1300 974 974
PERTH BRANCH
Darren Potter	Financial Planner	0487 556 847
Nathan Stuart	Financial Planner	0403 209 745
Jackson McLachlan	Financial Planner	0400 730 230
Brendon Falzon	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