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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.

Melinda Planken

Melinda Planken

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

Specialises in Aged Care, Superannuation, Retirement Planning, Investments & Centrelink Planning

MT - Website Ready (1)

Matthew Torney

Partner, Certified Financial Planner®

Specialises in Superannuation, Retirement Planning, Investments & Centrelink Planning

ANDREW TORNEY

Andrew Torney

Partner, Certified Financial Planner®

Specialises in Superannuation, Retirement Planning, Investments & Centrelink Planning

MT - Website Ready (2)

Courtney Robinson

Certified Financial Planner®, Accredited Mortgage Broker

Specialises in Superannuation, Retirement Planning, Mortgage Broking & Centrelink Planning

KOD - website ready

Kieran O'Dwyer

Senior Financial Adviser

Specialises in Superannuation, Investment and Complex Structures

Tamara Carman

Tamara Carman

Certified Financial Planner®

Specialises in Superannuation, Retirement Planning, Investments, Centrelink Planning & Estate Planning

Kate Officer

Kate Officer

Certified Financial Planner®, Accredited Aged Care Specialist™

Specialises in Aged Care and Centrelink Planning.

CS 2 - Website Ready

Chris Simm

Associate Adviser

Specialises in Superannuation, Investments, Retirement Planning and 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