-
Rocco Costa
Rocco is passionate about making a meaningful positive difference in his clients’ lives. As every client is unique, this will have a different meaning for everyone. Helping clients identify their goals and objectives allows him to understand what is truly important to them. With this knowledge he works closely with his clients to develop strategies… -
Glen Sumner
Glen has over 25 years’ experience providing his clients with outstanding service, proactive advice and peace of mind. Acting as a trusted adviser, he is aware that alongside having the resources to protect our future, one of our most valuable assets is time. Glen offers his clients personalised financial planning advice to afford them the… -
Warwick Bird
Enriching the lives of professionals, executives, retirees, and people managing intergenerational family wealth. Empowering clients to live a richer life by providing advice to get them personally and financially well-organised. PROVIDING DIRECTION, CAPABILITY AND CONFIDENCE As a ‘life-long learner’, Warwick enjoys the technical aspects of his job as well as learning from everyone he meets.… -
Barton White
Always making the right decisions in life can be hard but making the right financial choices is so much easier with a professional in your corner. This means having someone who understands your needs and wants, someone who considers more than just your income and assets, and someone who knows how to build and implement… -
Will Hardie
Will has a proven track record of helping his clients to understand their values and needs, so that they can realise their financial objectives. He specialises in assisting professionals and small business owners plan their life – understanding that money is a vehicle you use to reach your goals. Will helps you design your strategy… -
George Sabini
George specialises in providing personalised financial planning advice on a holistic basis to ensure two important objectives are met for his clients, capital preservation and family wealth is maintained within the family. As an experienced private wealth advisor, he focuses his expertise on advising and servicing CEO’s, CFO’s, business owners and affluent family groups. With… -
Luke Kerry
Luke’s guiding principle is to design plans which help to provide his clients with clarity of purpose and the opportunity to build a solid financial foundation. Luke will take the time to listen, explain things clearly and keep you informed throughout the advice process. Luke is a Certified Financial Planner®, which is the highest level… -
Conlie Salvemini
Helping you to get to the heart of what is truly important to you and your family is Conlie’s primary goal. He does this by encouraging you to step back and align your financial choices with your most important goals and deeply held values. He then drills down to help you uncover the opportunities that… -
Garry Symonds
Helping people achieve their financial goals and getting the outcome they desire is at the heart of the service Garry provides. With qualifications in Management, Business Administration and Financial Planning, Garry uses his expertise to implement excellent solutions for both individuals and family business clients. By developing long-term and trusted relationships with his clients, Garry… -
Shane Case
Shane is passionate about creating lasting solutions that enable clients to get from where they are today to where they want to be in the future. Outside of work, Shane enjoys travelling with friends and family. His hobbies include cycling, skiing and competing in triathlons. Through his hobby Shane has also found a way to…
