Our Team

Our team brings together extensive experience, strong qualifications, and a shared commitment to excellence.

Working collaboratively, we combine our expertise across disciplines to deliver clear, strategic guidance tailored to each client’s unique financial goals that create a lasting impact. Together, we are dedicated to building trusted relationships and helping our clients achieve long-term financial success.

Meet the Team

Jason Atkins

Managing Director, Responsible Manager | BCom (Curtin), DipFP, GradDipFinPlan, DipFinMBM

Nathan Stuart

Director, Senior Financial Adviser | BCom (Curtin), GradDipFinPlan

Mike Arnold

Responsible Manager | ADFP

Darren Potter

Senior Financial Adviser | DipFinPlan/GradDipFinPlan

Jackson McLachlan

Financial Adviser | BMan (FinPlan) (Deakin)

Stuart Griffiths

Senior Financial Adviser – Albany | GradDipFinPlan

Simon Jaksic

Investment Manager | BCom (Curtin), MAcc (Curtin)

Jason Mani

Customer Service Manager | BCom (Curtin)

Maria Tassone

Lending & Compliance Manager

Katie Michael

Office Manager – Albany