Damien Cooper
BBus, DipFP, AMC, JP
Chief Executive Officer
The key to success is to have a 'plan' – it will deliver a clear vision, positive outcomes and the ability to stay focused.
Matthew Collins DipFinServ
Principal/Adviser
Ambition and drive equals self-growth, evolution and achievement. Complacency is your nemesis.
Chetan Sharma
BComm, CPA, CA
Principal/Accountant
It is only through continued learning that we discover our inner strengths.
Tim Brosnan
BA Bus, DipFP
Principal/Adviser
To achieve financial success, you need to remove the emotion from the decision.
Alice Chung
BA.Bus
Accountant
Life is like accounting, everything must be balanced.
Archana Bhatia
M.Econ, DipFP
Financial Adviser
A well managed financial plan will set you free to focus on your passions.
Blake Conde
BBus Finance, AdvDip FP
Financial Adviser
Financial education opens the door to certainty, security and freedom.
Lauren Cooper
Client Services Co-ordinator
Start by doing what is necessary, then do what is possible and suddenly you are doing the impossible.
Nicole Creek
M.P.Ac
Assistant Accountant
Yesterday is not ours to recover, but tomorrow is ours to win or lose.
Debra Davies
Client Services Co-ordinator
People will forget what you said. People will forget what you did. But people will never forget how you made them feel.
Ellie Gao
M.P.Ac
Assistant Accountant
Motivation comes from working on things we care about.
Puja Gupta
Client Services Co-ordinator
Today's accomplishments were yesterday's impossibilities.
Linda Hansen
JP
Client Services / Marketing
Success is liking yourself, liking what you do, and liking how you do it.
Elisse Hart
Para Planner
Opportunities don't happen. You create them.
Nathalie Kasselis
Intern
The only way to do great work is to love what you do.
Leonita Kosasih
B.AppFin, MFinPlan
Associate Planner
Being humble is the key to your success and happiness.
Sally Krstevska
General Manager
A budget is telling your money where to go instead of wondering where it went.
Cherry Lai
MFinPlan
Paraplanner / Adviser
The best way to predict the future is to invent it.
Albert Lee
MBus Finance
Chief Investment Officer
The market is there to serve you, not to guide you.
Neelmani Luthra
Chief Services Co-ordinator
Believe you can and you're halfway there.
Ben Mitchell
MFinPlan
Financial Adviser
An investment in knowledge pays the best interest.
Michael Phillips
CFP, SSA™, CFS, DipFD, JP
Authorised Representative
The single greatest edge an investor can have is a long-term orientation.
Anwar Raslan
CFA, MBA, CFP®, SSA™
Investment Analyst
Anyone not investing now is missing out on tremendous opportunities.
Trish Redman
Accountant
Whatever you are, be a good one.
Edward Revis
ADFP
Financial Adviser
If you don't take care of your money, your money won't take care of you.
Dee Robb
JP
Client Services Co-ordinator
Look after the pennies and the pounds will look after themselves.
David Smart
BA, CA
Consultant
You don’t have to know the answer, but you need to know there is a question.
Michelle Smart
Tax and Accounting Administrator
Always work to achieve your best result, no one can ask for more.
Matthew Story
BBus
Investment Analyst
To be an investor, you must be a believer in a better tomorrow.
Janet Yeung, MCom(FP),
FChFP, AFP, MFAA
Financial Adviser
To serve, not to be served.