Meet

B.Com (FP & Acc), SMSF, Gearing

20 years Paraplanning Experience

Best known for… having a sports team in every league and fixing any “IT issue” with just a look.

Adv Dip FS (FP)

20 years Paraplanning Experience

Best known for… his long distance marathon running and his admirable loyalty to the Gold Coast Suns.

Grad Dip FP, SMSF, Gearing

17 years Paraplanning Experience

Best known for… sharing her adorable Corgi – Prince Edgar as the office morale booster and in her spare time being an Olympic weightlifting champion.

Adv Dip FS (FP), Adv Dip Bus (Acc)

17 years Paraplanning Experience

Best known for… keeping the office a tight ship and her love of all things Star Wars and Disney.

B.Com (FP)

9 years Paraplanning Experience

Best known for… being a murder mystery book enthusiast and baking up a storm.

MFinPlan

22 years Paraplanning Experience

Best known for… being our longest serving staff member and a work from home queen in WA.

Dip FS (FP)

8 years Paraplanning Experience

Best known for… his surf lifesaving endeavours and love/hate relationship with the Adelaide Crows.

7 years Paraplanning Experience

Best known for… introducing Fika to the office and staying loyal to the gym and margarita’s.

Dip FS (FP)

15 years Paraplanning Experience

Best known for… watching every season of Rupaul’s drag race and her short sharp bob.

Dip FS (FP)

9 years Paraplanning Experience

Best known for… his fondness of specialty coffee and catching huge fish off a tiny kayak

B.Com (FP & IB), Adv Dip FS (FP)

15 years Financial Services Experience

Best known for… his vigorous ironman training and his love of English football (or is it soccer?).

10 years Financial Services Experience

Best known for… being our newest employee.. we are still getting to know her!