Meet Our Team
In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.

The Team

Nick
Financial Adviser / Director
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Luke
Financial Adviser
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Steve
Financial Adviser
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Kim
Client Service Officer
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Chris
Paraplanner
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Narelle
Client Service Officer
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Melissa
Paraplanner
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Linda
Client Service Officer
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Grace
Trainee Paraplanner
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