Paul is an energetic and detail focussed leader who strives to improve the life of his clients, team and all of those around him. He is passionate about developing smart and innovative strategies tailored to his valued clients that enable them to make confident decisions with their money and live a life they love.
Angelo is an experienced financial services executive possessing strong leadership skills with significant achievements in driving organisational change and delivering shareholder value through implementing effective business strategies and pursuing business growth initiatives.
A Senior Property Manager and Director with 20+ years’ specialist experience, Jaime is an expert negotiator who consistently achieves outstanding results for her clients.
Fiona has worked in the finance industry since 2004, and has been working in both Australia and the United Kingdom and as a Financial Advisor since 2010. Fiona engages with clients in all different phases of life.
With more than 16 years of experience within the financial services sector, Jeremy brings a wealth of knowledge and experience across the risk management specialty area.
Michael joined the life insurance industry in 1970 and has been providing continuous life insurance advice to his clients since this date.
Stephen is a Senior Finance Consultant, focusing on providing financial solutions to his clients. His Primary focus is developing lasting relationships through helping clients reach their goals.
Marie has a passion for helping others grow their property investments through appropriate lending structures, with a view to the long term and financial independence.
Aaron has over 15 years’ experience working in both global and local insurance markets, specialising in the placement and management of many complex insurance programs. He has a proven record of success through his honest and transparent engagement with his clients.
Tracy has over eight years Paraplanning experience. She works closely with Advisers to help develop strategic and technical financial plans for clients to help them achieve their financial goals.
Rebecca has over a decade of experience throughout a variety of client, business and leadership roles in the Financial Services Industry. She is passionate about exceeding expectations for her clients and helping them achieve their dreams.