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
Managing Director and Certified Financial Planner®
Matthew Torney
Director and Certified Financial Planner®
Andrew Torney
Director and Certified Financial Planner®
Courtney Robinson
Manager and Certified Financial Planner®
Max Grant
Certified Financial Planner®
David Howie
Certified Financial Planner®
Matthew Baum
Certified Financial Planner®
Rianna Jochum
Financial Adviser
Tamara Carman
Manager and Certified Financial Planner®
Chris Simm
Manager and Certified Financial Planner®
Zac Dodds
Certified Financial Planner® and Accredited Aged Care Professional™
Sam Gall
Financial Adviser
Martin Allison
Certified Financial Planner®
Will Raleigh
Financial Adviser
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