Ian McDonald

Ian has a Bachelor of Business and an Advanced Diploma of Financial Planning. He has been working as a Financial Adviser for more than 10 years. He specialises in giving advice on Self-managed Superannuation Funds, investment and retirement planning strategies.

Peter Clark

Peter holds a Bachelor of Commerce and a Diploma of Financial Services. He has been a licensed Financial Adviser for more than 10 years. He has experience in providing advice on a wide range of financial products including life insurance, managed funds, listed securities, and superannuation. He is an Associate of the Financial Planning Association …

Robert Thomas

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 McPhee

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 To

Jenny provides client service to our existing clients and assists with advice preparation and administration.

Nigel Janson

Nigel Janson is a CPA public practitioner & Fellow of CPA Australia (FCPA) and a CFP professional member of the Financial Planning Association.