An Exceptionally Qualified and Experienced Team

Dianne Richardson

Certified Financial Planner®

CPA, CFP®, Dip.FP

Alison Henderson

Certified Financial Planner®

CFP®, B.Com, M.Com (Ec), M.Com (FP), Dip.FMB

David Richardson

Certified Financial Planner®

CFP®, CPA, B.Com, M.Com (FP), F Fin, GDipInfoSys

Daniel Abela

Certified Financial Planner®

CFP®, B.Com, M.Com (FP)

Danielle Kelly

Certified Financial Planner®

CPA (FPS), CFP®, Dip.FP, B.Com

Mathew Camkin

Certified Financial Planner®

CFP®, B.Com (FP), Dip.FP, Certified Responsible Investment Adviser (RIAA)

Megan Lynch

Practice Manager

Adrian Alterator

Certified Financial Planner®

CFP®, B.Com (FP, Fin), LLB, GDLP, FAAA Accredited Aged Care Specialist

Clare Hurley

Certified Financial Planner®

CFP®, B.Com, M.Com (FP), FAAA Accredited Aged Care Specialist

Nathan Purnell

Certified Financial Planner®

CFP®, M.Prof.Accy, Dip.FP

Martin Shipton

Financial Adviser

M.FP, B.Econ/Fin, Grad.Dip FP

Breeana O'Donnell

Financial Adviser

B.Com (FP, Acc.), GradCertFinPlan

George Uzelac

Financial Adviser

B.Econ/Fin, Grad.Dip FP, JP

Jacob Robinson

Financial Adviser

B.Com (FP)

Sophie Papadimas

Financial Adviser

B.Com (FP)

Ryan Gregory

Financial Adviser

B.Com (FP), B.Int.St

Josh Correia

Provisional Financial Adviser

B.Bus (FP, Fin)