Meet Our Team

Through our licencing arrangement with The FinancialLink Group, we enjoy access to a huge reservoir of technical expertise and practical experience and we love sharing our expertise and resources with our clients. Our expertise ranges across investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement planning, business insurance advice and inter-generational financial planning.

The Team

Maggie
Director and Operations Manager
Alex
Director and Financial Adviser
Grant
Financial Adviser
Thomas
Client Support Officer