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 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.
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