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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 Director and Certified Financial Planner®

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Matthew Torney

Director and Certified Financial Planner®

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Andrew Torney

Director and Certified Financial Planner®

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Courtney Robinson

Manager and Certified Financial Planner® 

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Max Grant

Financial Adviser

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Lesley Duncan

Certified Financial Planner® 

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Matthew Baum

Certified Financial Planner® 

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Rianna Jochum

Financial Adviser

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Tamara Carman

Manager and Certified Financial Planner®

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Chris Simm

Manager and Certified Financial Planner®

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Zac Dodds

Certified Financial Planner® and Accredited Aged Care Professional™

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Sam Gall

Financial Adviser

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Martin Allison

Certified Financial Planner®

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Will Raleigh

Financial Adviser

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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

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