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 / ACL Responsible Manager 0407 987 207
Gayle Hendricks COO/ AFSL Responsible Manager 0474 122 044
Mike Arnold AFSL Responsible Manager 1300 974 974
Darren Potter Financial Planner 0487 556 847
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
Stuart Griffiths Financial Planner 0459 341 002
Katie Thill Client Service Officer 1300 971 971