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 |