"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                      

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> Staff Profiles
Andrew Rafty> Andrew is a fully certified financial planner ...
Gregory CunninghamCFP, SIA (Aff) AFPA> Greg has over 33 years experience in ...
Robert Chester> Rob has worked in the Financial Services ...
Pandeli HalamandarisDip Bus (Acc), Adv Cert (Acc), Dip FS(FP)> Pandeli’s professional qualifications include a Diploma of ...
Alan FavellCFP, Dip FP> Alan has 22 years experience in the ...
Scott RedpathDip FS (FP), Dip Bus (Bnk & Fin)> Scott’s professional qualifications include a Diploma of ...
Neville WilliamsonDip FP> Neville has been in the Financial Services ...
Greg Armstrong> Greg has 35 years experience in the ...
Bob FeganFdn. DFP> Bob has 32 years experience in the ...
Matthew SwieconekB Com, F Fin> Matthew has over 10 years experience in ...
Wayne BradbrookDip FS (FP)>   Wayne believes in building a long-term relationship ...
Matthew WaughMFinPlan, Adv Dip FS(FP)> Matthew’s professional qualifications include a Masters of ...
Peter PeacockB.Comm (FP)> Peter has worked in the Financial Services ...
Tracey BurnsB. Bus (acc) CPA> Tracey has been working in various financial planning ...
John IvesCFP> John has been working in the Banking ...
Steven JarickCFP Dip FP SSA> Steve has worked in the Financial Services ...
Tom DawesJP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP> Tom has 13 years experience as a Financial ...
David McKayCFP® Dip FP BBus (Acc)> David has 16 years experience in superannuation and ...
Dianne E DashCFP® BComm CA> Dianne is a Chartered Accountant and Certified ...
Howard KempCFP®, Dip FP> Howard has over 22 years financial planning experience ...
Bill WallerJP CFP® GAICD> Bill places a high importance in building ...
Danny KrsticDip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).> With professional qualifications including a Diploma of ...
James ShawBCom FP> James holds a Bachelor of Commerce with ...
Stephen PoucherAFPA> Stephen is a valued member of the ...
Ryan CarrollDip FS (FP)> Ryan Carroll brings a wealth of expertise ...
Danny BesharaDip FS (FP), BCom (Acc) BAppFin> Danny enjoys building long-term relationships and interacting personally ...
Lindsay Bell> Lindsay enjoys interacting with clients both personally ...
Craig BunceDip FS (FP)> Craig Bunce brings a wealth of expertise ...
Ben WellsDip FS (FP), BEc> Ben enjoys building long-term relationships and interacting personally ...
> All Staff
At The ForefrontConsistency • Communication • Innovation