Meet Our Team
In addition to our own services, we have 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

Andrew
Director
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Chris
Foundation Partner
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Brett
Senior Financial Adviser
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Trish
Client Service Manager
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Ashleigh
Client Services Assistant
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Ingrid
Client Service Officer
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