Our people are our most valuable asset. We adopt a team approach to servicing our clients so that relationships are formed across our Firm. Our staff adhere to the highest ethical and professional standards in dealing with our clients.

Our Financial Planners are highly qualified and have unique areas of specialty across the various financial planning disciplines including; Portfolio Management, Superannuation, Risk Management, Tax Planning and Estate Planning.

Martin McIntosh
Managing Director
Financial Planner
Caroline Mulvaney
Financial Planner
Phillip Olson
Manager- Mortgage Services
Gavin Collopy
Manager - Risk Services
Financial Planner
Roni Mason
Office Manager & Compliance
Peter Bailey
Financial Planner
Rebecca Walton
Client Services
Matthew Hunter
Financial Planner
Lynne Rice
Client Services Officer
Kevin So
Financial Planner
Natalie Gibbs
Associate Financial Planner
Louay Sleiman
Financial Planner
Rebecca Thompson
Client Services Officer