Financial Decisions' Principals

Archana Bhatia
M.Econ, DipFP

Principal/Adviser

A well managed financial plan will set you free to focus on your passions.

Tim Brosnan
BA Bus, DipFP

Principal/Head of Wealth

To achieve financial success, you need to remove the emotion from the decision.

Matthew Collins
DipFinServ

Principal/Adviser

Ambition and drive equals self-growth, evolution and achievement. Complacency is your nemesis.

Blake Conde
CFP, JP

Principal/Managing Director

Financial education opens the door to certainty, security and freedom.

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.

Leonita Kosasih
B.AppFin, MFinPlan

Principal/Adviser

True knowledge exists in knowing that you know nothing.

Cherry Lai
MFinPlan

Principal/Adviser

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

Ben Mitchell
MFinPlan

Principal/Adviser

An investment in knowledge pays the best interest.

Edward Revis
ADFP

Principal/Adviser

If you don't take care of your money, your money won't take care of you.

Financial Decisions' Members

Amelia Blenkhorn
AdvDip FS

Financial Adviser

Stay committed to your decisions, but stay flexible in your approach.

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
BCom.Fin, JP

Paraplanner

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

Ellie Gao
M.P.Ac

Finance Manager

Motivation comes from working on things we care about.

Puja Gupta
JP

Client Services Manager

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

Paraplanning Manager
 

Opportunities don't happen. You create them.

Samitha Jega

Paraplanner
 

Do something today that your future self will thank you for.

Albert Lee
MBus Finance

Consultant

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

Marc Lerner
BCom.Fin

Investment Analyst

Price is what you pay; value is what you get.

Dee Robb
JP

Client Services Co-ordinator

Look after the pennies and the pounds will look after themselves.

Daniel Rolley
CFA

Chief Investment Officer

Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.

Ishita Sethi
BBA, MPA

Senior Accountant

Goals should never be easy, they should force you to work, even if they are uncomfortable at times.

Louis Shing
BBus(Fin), LLB

SMSF Accountant

Super is a vehicle that is capable of driving your lifestyle and wealth to prosperity.

Wade Stanley

Mortgage Broker
 

Strive for perfection, settle for excellence.

 

Janet Yeung
MCom(FP), FChFP

Financial Adviser

To serve, not to be served.