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.

Jason Atkins CEO 1300 974 974
Gayle Hendricks General Manager 1300 974 974
Robert Angel Director 1300 974 974
Andrew Scott Senior Financial Planner 0476 249 447
Darren Potter Senior Financial Planner 0487 556 847
Cynthia Ko Senior Financial Planner 0400 718821
Arnold Villegas Financial Adviser 0411 233 517
Tom Atkinson Financial Adviser 0426 260 295
Gale Lefroy Client Service Manager 1300 974 974
Simon Jaksic Client Service Officer 1300 974 974
Adelle Fondyke Receptionist 1300 974 974
Chloe Doust Receptionist / Admin support 1300 974 974