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"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
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"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
"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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Fund Manager Information
Investors Mutual Australian Share Fund
Aviva Investors High Growth Shares Fund
Perennial Value Smaller Companies Trust
Ausbil Australian Active Equity Fund
Fidelity Australian Equities Fund
K2 Absolute Return Fund
Schroder Global Active Value Fund
DWS Investments
MFS Investment Management
Platinum Investment Management
Zurich Investment Management
Vanguard Investments
Macquarie Funds Group
Hunter Hall Value Growth Trust
BlackRock Wholesale Global High Conviction Fund
Portfolio Solutions eWRAP
Asgard
Aviva / Navigator
AXA
BT
Challenger
Colonial
ING / One Path
IOOF
Macquarie
MLC
Netwealth
Perpetual
LifeFocus
Spectrum
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Staff Profiles
Andrew Rafty
>
Andrew is a fully certified financial planner ...
Gregory Cunningham
CFP, SIA (Aff) AFPA
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Greg has over 33 years experience in ...
Robert Chester
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Rob has worked in the Financial Services ...
Pandeli Halamandaris
Dip Bus (Acc), Adv Cert (Acc), Dip FS(FP)
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Pandeli’s professional qualifications include a Diploma of ...
Alan Favell
CFP, Dip FP
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Alan has 22 years experience in the ...
Scott Redpath
Dip FS (FP), Dip Bus (Bnk & Fin)
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Scott’s professional qualifications include a Diploma of ...
Neville Williamson
Dip FP
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Neville has been in the Financial Services ...
Greg Armstrong
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Greg has 35 years experience in the ...
Bob Fegan
Fdn. DFP
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Bob has 32 years experience in the ...
Matthew Swieconek
B Com, F Fin
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Matthew has over 10 years experience in ...
Wayne Bradbrook
Dip FS (FP)
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Wayne believes in building a long-term relationship ...
Matthew Waugh
MFinPlan, Adv Dip FS(FP)
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Matthew’s professional qualifications include a Masters of ...
Peter Peacock
B.Comm (FP)
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Peter has worked in the Financial Services ...
Tracey Burns
B. Bus (acc) CPA
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Tracey has been working in various financial planning ...
John Ives
CFP
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John has been working in the Banking ...
Steven Jarick
CFP Dip FP SSA
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Steve has worked in the Financial Services ...
Tom Dawes
JP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP
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Tom has 13 years experience as a Financial ...
David McKay
CFP® Dip FP BBus (Acc)
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David has 16 years experience in superannuation and ...
Dianne E Dash
CFP® BComm CA
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Dianne is a Chartered Accountant and Certified ...
Howard Kemp
CFP®, Dip FP
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Howard has over 22 years financial planning experience ...
Bill Waller
JP CFP® GAICD
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Bill places a high importance in building ...
Danny Krstic
Dip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).
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With professional qualifications including a Diploma of ...
James Shaw
BCom FP
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James holds a Bachelor of Commerce with ...
Stephen Poucher
AFPA
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Stephen is a valued member of the ...
Ryan Carroll
Dip FS (FP)
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Ryan Carroll brings a wealth of expertise ...
Danny Beshara
Dip FS (FP), BCom (Acc) BAppFin
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Danny enjoys building long-term relationships and interacting personally ...
Lindsay Bell
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Lindsay enjoys interacting with clients both personally ...
Craig Bunce
Dip FS (FP)
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Craig Bunce brings a wealth of expertise ...
Ben Wells
Dip FS (FP), BEc
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Ben enjoys building long-term relationships and interacting personally ...
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All Staff
At The Forefront
Consistency • Communication • Innovation
