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.
Albert Lee
MBus Finance
Chief Investment Officer
The market is there to serve you, not to guide you.
Chetan Sharma
BComm, CPA
Principal/Accountant
It is only through continued learning that we discover our inner strengths.
Sally Krstevska
General Manager
A budget is telling your money where to go instead of wondering where it went.
Tim Brosnan
BA Bus, DipFP
Financial Adviser
To achieve financial success, you need to remove the emotion from the decision.
Timothy Collins
BFA
Financial Adviser
The dullest pencil is better than the sharpest memory.
Blake Conde
Financial Adviser
Financial education opens the door to certainty, security and freedom.
Linda Hansen
Client Services / Marketing
Success is liking yourself, liking what you do, and liking how you do it.
Dee Robb
Client Services Co-ordinator
Look after the pennies and the pounds will look after themselves.
Matthew Story
BBus
Investment Analyst
To be an investor, you must be a believer in a better tomorrow.
Lauren Cooper
Client Services Co-ordinator
Start by doing what is necessary, then do what is possible and suddenly you are doing the impossible.
Matthew French
BCom
Accountant
Invest in yourself. Your career is the engine of your wealth.
Mike Harding
BSc Econ, CAANZ
Accountant
The time to repair the roof is when the sun is shining.
Trish Redman
Accountant
Whatever you are, be a good one.
Michelle Smart
Tax and Accounting Administrator
Always work to achieve your best result, no one can ask for more.
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.
Christeena Smyth
BEc
Para Planner
Never let your bias for the present stop you from planning for the future.
Leonita Kosasih
B.AppFin, MFinPlan
Para Planner
Being humble is the key to your success and happiness.
David Smart
BA, CA
Consultant
You don’t have to know the answer, but you need to know there is a question.