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.

Archana Bhatia
M.Econ, DipFP

Head of Wealth Management

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.

Sienna Flawn

Client Services

Stop admiring success and start making sacrifices necessary to achieve it.

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

Junior Paraplanner

The only way to do great work is to love what you do.

Leonita Kosasih
B.AppFin, MFinPlan

Operations Manager

True knowledge exists in knowing that you know nothing.

Sally Krstevska

General Manager

A budget is telling your money where to go instead of wondering where it went.

Cherry Lai
MFinPlan

Financial Adviser

The best way to predict the future is to invent it.

Albert Lee
MBus Finance

Consultant

The market is there to serve you, not to guide you.

Neelmani Luthra

Client Services Co-ordinator

Believe you can and you're halfway there.

Ben Mitchell
MFinPlan

Financial Adviser

An investment in knowledge pays the best interest.

Anwar Raslan
CFA, MBA, CFP®, SSA™

Chief Investment Officer

Anyone not investing now is missing out on tremendous opportunities.

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
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.

Wade Stanley

Mortgage Broker

Strive for perfection, settle for excellence.

Janet Yeung, MCom(FP),
FChFP, AFP

Financial Adviser

To serve, not to be served.