Candy provides tailored advice across wealth creation, risk management, retirement planning, and superannuation. She has experience helping clients claim life, TPD, income protection, and trauma insurance. She has seen firsthand the vital role insurance plays in protecting both individuals and their loved ones. This has deepened her commitment to ensuring that my clients are well-protected …
Post Type Archives: Team Showcase
Robert is a highly experienced and technically competent financial planner. He has a bachelor of commerce and is qualified as a Certified Practicing Accountant (CPA) and Certified Financial Planner (CFP). He has been working as a Financial Adviser since 2001 and during that time has completed additional studies including Self Managed Super Fund accreditations and …
Adrian has a law degree and financial planning qualifications. He is passionate about helping everyday Australians achieve a financially secure and stress-free future, Adrian enjoys taking the time to understand the unique circumstances, needs and goals of his clients and use his insight and extensive financial expertise to help them overcome their financial challenges and …
Jenny provides client service to our existing clients and assists with advice preparation and administration.
Nigel holds a Bachelor of Commerce in Accounting from University of Canberra and a Masters of Business Administration (Executive) from the AGSM at UNSW. He is a Certified Practicing Accountant and a Certified Financial Planner. He is a public practice member & Fellow of CPA Australia (FCPA) and a public practice member of the Financial …