The people behind Financial Decisions
Our team
Our team brings together the experience and capability required to guide successful individuals and multi-generational families through complex financial decisions.
The Financial Decisions standard
Advice backed by collective expertise
Our advice is not dependent on a single individual. It is supported by a firm-wide standard of governance, research and collaboration.
Our clients benefit from shared expertise, disciplined oversight and a structure designed to ensure continuity — today and over the long term.
The people behind Financial Decisions
Our team
Blake Conde
CEO & Adviser CFP, JP
Tim Brosnan
Head of Wealth & Adviser BA Bus, DipFP
Elisse Hart
Operations Manager
Ellie Gao
Finance Manager M.P.Ac
Peter Lever
Head of Tax & Accounting
Daniel Rolley
Chief Investment Officer CFA
Amelia Blenkhorn
Adviser
Ben Mitchell
Adviser MFinPlan
Cherry Lai
Adviser
Edward Revis
Adviser ADFP
Janet Yeung
Adviser MCom(FP), FChFP
Matt Collins
Adviser DipFinServ
Damien Cooper
Founder & Adviser BBus, DipFP, AMC, JP
Wade Stanley
Mortgage Broker
Marc Lerner
Investment Analyst BCom.FinJonas Elliff
AssociateTracy Huynh
Senior ParaplannerVidyana Suyanty
Paraplanner
Puja Gupta
Client Services Manager
Dee Robb
Client Services Officer JP
Debra Davies
Client Services OfficerPeter Taña
Client Services OfficerGee Baliola
Client Services OfficerBG Yrog-irog
Client Services OfficerRovin
AccountantMelissa Tanaya
AccountantChloe Paterson
Office Manager & Tax AdministratorMariah Karmal
Tax AdministratorKhushali Rajyaguru
SMSF AdministrationStructured for the long term
How we work together
Behind every client relationship is a coordinated team.
Our clients benefit from a robust governance framework and extensive in-house capability across wealth management, tax, lending, estate strategy and legal support.
Investment decisions are informed by internal research, disciplined portfolio oversight and analysis. This structure allows us to manage the complex needs of multi-generational families with consistency and care.
We work together to review your strategy, question the details and make sure nothing is overlooked, so your plan remains steady and well supported for the long term.
conversation
guided by
structure
When you choose to work with the team at Financial Decisions, you are supported by a coordinated group of professionals committed to clarity, alignment and long-term relationships.
If you are ready for a considered approach to your financial future, let’s begin with a conversation.
