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If you're not sure who you'd like to meet with, scroll over our advisers' pictures to learn about how they can help you.
Melinda Planken
Managing Partner, Certified Financial Planner®, Accredited Aged Care Professional™
Specialises in AgedCare, Superannuation, Retirement Planning, Investments & Centrelink Planning
Matthew Torney
Partner, Certified Financial Planner®
Specialises in Superannuation, Retirement Planning, Investments & Centrelink Planning
Andrew Torney
Partner, Certified Financial Planner®
Specialises in Superannuation, Retirement Planning, Investments & Centrelink Planning
Courtney Robinson
Certified Financial Planner®, Accredited Mortgage Broker
Specialises in Superannuation, Retirement Planning, Mortgage Broking & Centrelink Planning
Kieran O'Dwyer
Senior Financial Adviser
Specialises in Superannuation, Investments and Complex Structures
Max Grant
Associate Adviser
Specialises in Superannuation, Centrelink & Retirement Planning
Tamara Carman
Certified Financial Planner®
Specialises in Superannuation, Retirement Planning, Centrelink Planning & Estate Planning
Kate Officer
Certified Financial Planner®, Accredited Aged Care Specialist™
Specialises in Aged Care and Centrelink Planning.
Chris Simm
Financial Adviser
Specialises in Superannuation, Investments, Retirement Planning and Centrelink.
Zac Dodds
Associate Adviser and Accredited Aged Care Professional™
Specialises in Superannuation, Aged Care, Retirement Planning & Centrelink.
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What our clients say
What our clients say
“We are more than happy with the advice, recommendations made in consultation with us; our retirement funding is allowing us to live the life style we always dreamt we could. Life is good.”
Bruce and Sue Harvey