Financial Decisions' Principals

Archana Bhatia
M.Econ, DipFP

Principal/Head of Wealth Mgmt

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

Tim Brosnan
BA Bus, DipFP


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

Matthew Collins


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

Blake Conde


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.

Ben Mitchell


An investment in knowledge pays the best interest.

Edward Revis


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

Chetan Sharma
BComm, CPA, CA


It is only through continued learning that we discover our inner strengths.

Financial Decisions' Members

Nicole Creek


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 Co-ordinator

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

Ellie Gao

Assistant Accountant

Motivation comes from working on things we care about.

Jordan Gao

Client Services Co-ordinator

Focus on the process, not the outcome.

Puja Gupta

Client Services Co-ordinator

Today's accomplishments were yesterday's impossibilities.

Linda Hansen

Client Services/Marketing

Success is liking yourself, liking what you do, and liking how you do it.

Elisse Hart


Opportunities don't happen. You create them.

Samitha Jega


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

Nathalie Kasselis


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

Caitlin Kelleher

Accounting Administrator

During your life, never stop dreaming. No one can take away your dreams.

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

Financial Adviser

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

Albert Lee
MBus Finance


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

Marc Lerner

Investment Analyst

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

Dee Robb

Client Services Co-ordinator

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

Daniel Rolley

Chief Investment Officer

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

Louis Shing
BBus(Fin), LLB

SMSF Accountant

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

Manraj Singh

Senior Supervisory Accountant

Build your own dreams or someone will hire you to build theirs.

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.


Elise Summerhayes-Perkins

Accounting Administrator

Don't let yesterday take up too much of today.

Janet Yeung, MCom(FP),

Financial Adviser

To serve, not to be served.