Team

Mark is the head of our advice team & a shareholder. He is a thought-leader in the industry & dedicated to improving the advice available to Australians.

Adam is a senior member of our advice team & a shareholder. He brings a strong technical background gained through many years of experience in the industry.

Kristi leads our operations & corporate governance, and is a shareholder. She drives our commitment to deliver best in service & strategic direction.

Amanda's experience in Client Services + as a Paraplanner, combined with Aged Care + Retirement Living technical expertise, allows her to provide all round support to the Advice team.

Danielle co-ordinates the team and works on delivering our service to a sub-set of our client base, bringing together her 16 years of experience in the business.

Claire has been working closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients, for almost 12 years.

Kayla joined us with years of client service, to assist in delivering an exceptional service and experience to our community of clients.

Laura ensures consistency in the communication and delivery of our service, she aims to continually improve efficiency for our team and clients.