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