Meet Our People
All of our private client advisers are tertiary qualified and hold the Certified Financial Planner (CFP) professional designation, with additional specialisations in self-managed superannuation. It is a requirement that all of our private client advisers participate in our mentoring program which consists of three to four years of supervised, professional in-house training.
Meet our team of advisers, client services managers and other staff.
Client & Adviser Support Staff
Technical Support / PA
Executive Assistant to the CEO