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 Aged Care, Superannuation, Retirement Planning and Centrelink Planning.
Matthew Torney
Partner, Certified Financial Planner®
Specialises in Superannuation, Retirement Planning, Centrelink Planning and Investments.
Andrew Torney
Partner, Certified Financial Planner®
Specialises in Superannuation, Retirement Planning, Centrelink Planning and Investments.
Lesley Duncan
Certified Financial Planner® and Accredited Aged Care Professional™
Specialises in Superannuation, Retirement Planning, Centrelink Planning and Aged Care.
Courtney Robinson
Certified Financial Planner® and Accredited Mortgage Broker
Specialises in Superannuation, Retirement Planning, Centrelink Planning and Mortgage advice.
Max Grant
Associate Adviser
Specialises in Superannuation, Retirement Planning and Centrelink Planning.
Tamara Carman
Certified Financial Planner®
Specialises in Superannuation, Retirement Planning, Centrelink Planning and Estate Planning.
Kieran O'Dwyer
Senior Financial Adviser
Specialises in Superannuation, Retirement Planning, Investments and Insurance advice.
Chris Simm
Certified Financial Planner®
Specialises in Superannuation, Retirement Planning, Centrelink Planning and Investments.
Zac Dodds
Certified Financial Planner® and Accredited Aged Care Professional™
Specialises in Superannuation, Retirement Planning, Centrelink Planning and Aged Care.
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