Meet Our Team

In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.

Team Leader

Leigh
Financial Planning, Mortgage Broking & SMSF Specialist

The Team

Kathryn
Mortgage Broking Specialist
Karl
Financial Planning Co-ordinator
Natalie
Real estate Co-ordinator & Insurance
Lonnie
SMSF Administration Co-ordinator
Robyn
Financial Planning, Mortgage Broking and Real Estate Administration