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	0407 987 207
Gayle Hendricks	General Manager / Responsible Manager	0474 122 044
Mike Arnold	Responsible Manager	1300 974 974
Darren Potter	Financial Planner	0487 556 847
Tom Atkinson	Financial Adviser	0426 260 295
Nathan Stuart	Financial Planner	0403 209 745
Gale Lefroy	Client Service Officer	1300 974 974
Simon Jaksic	Client Service Officer	1300 974 974