Our General Advice Team
Operations Manager
Senior Client Manager
Operations Manager
Jonathan Rogers
AFS Representative Number: 001310206 RG146 Diploma
General Knowledge & Superannuation
General Manager
Senior Client Manager
Operations Manager
Toby Brazier
AFS Representative Number: 001310207
RG146 Diploma
General Knowledge & Superannuation
Senior Client Manager
Senior Client Manager
Senior Client Manager
Kate Mason
AFS Representative Number: 001293540
RG146 Diploma
General Advice
Senior Client Manager
Client Consultant - TSR
Senior Client Manager
Liam Young
RG146 Diploma
AFS Representative Number: 00288421
General Advice and Superannuation
Client Consultant - TSR
Client Consultant - TSR
Client Consultant - TSR
Marshall Lategan
RG146 Diploma
AFS Representative Number: 001318285
General Advice and Superannuation
Research Office Manager
Client Consultant - TSR
Client Consultant - TSR
Ashleigh Earle
RG146 Diploma
General Knowledge
Senior Client Manager
Senior Research Associate
Senior Research Associate
Kyle Sassen
Senior Research Associate
Senior Research Associate
Senior Research Associate
Lillie Worsey
RG146 Diploma
General Knowledge
Senior Research Associate
Senior Research Associate
Senior Research Associate
Aimee Walker
RG146 Diploma
General Knowledge
Senior Research Associate
Senior Research Associate
Senior Research Associate
Martha Smith
Our Mission
Our Experience
Our Experience
We know that a comfortable retirement is life changing. The goal that drives and empowers our team of professionals each and everyday is simple. To help improve the lives of everyday Australians by getting their super and finances as a whole to work better for them.
Our Experience
Our Experience
Our Experience
Our team of like minded individuals have years of experience in the financial industry. All with the common goal of making long lasting relationships with a big difference to our clients and their financial future.
Connecting you with our Financial Planning Partners
