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|