Book an Appointment

Looking to schedule an appointment with one of our advisers?

Choose your adviser below and confirm your meeting, instantly. 

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Click on the photo of your adviser to begin the booking process.

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.

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Melinda Planken

Managing Partner, Certified Financial Planner®, Accredited Aged Care Professional™

Specialises in Aged Care, Superannuation, Retirement Planning and Centrelink Planning.

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Matthew Torney

Partner, Certified Financial Planner®

Specialises in Superannuation, Retirement Planning, Centrelink Planning and Investments.

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Andrew Torney

Partner, Certified Financial Planner®

Specialises in Superannuation, Retirement Planning, Centrelink Planning and Investments.

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Lesley Duncan

Certified Financial Planner® and Accredited Aged Care Professional™

Specialises in Superannuation, Retirement Planning, Centrelink Planning and Aged Care.

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Courtney Robinson

Certified Financial Planner® and Accredited Mortgage Broker

Specialises in Superannuation, Retirement Planning, Centrelink Planning and Mortgage advice.

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Max Grant

Associate Adviser

Specialises in Superannuation, Retirement Planning and Centrelink Planning.

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Tamara Carman

Certified Financial Planner®

Specialises in Superannuation, Retirement Planning, Centrelink Planning and Estate Planning.

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Kieran O'Dwyer

Senior Financial Adviser

Specialises in Superannuation, Retirement Planning, Investments and Insurance advice.

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Chris Simm

Certified Financial Planner®

Specialises in Superannuation, Retirement Planning, Centrelink Planning and Investments.

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Zac Dodds

Associate Adviser and Accredited Aged Care Professional™

Specialises in Superannuation, Retirement Planning, Centrelink Planning and Aged Care.

Want to learn more about the advisers first?

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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