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Lisa Steel
Lisa and her team work with people who are committed and open to work in partnership with them to make changes in their financial life. Lisa’s clients say that they work with her team because they know they truly care. Sometimes that means having the ‘tough love’ conversations with them. Lisa’s customers appreciate her honesty… -
Rachel Buhagiar
Rachel has worked in the financial planning profession since 2001 and has been practicing as a Financial Adviser for over 12 years. She established her own financial planning practice, Bluesky Future in early 2015, and is the Principal Adviser, delivering comprehensive, tailored financial advice to clients from all walks of life from young professionals and… -
Gianna Thomson (Salvestro)
If you are a professional, executive level public servant or entrepreneur who needs to get financially well organised and plan for their future, Gianna is here for you. Since being a First State Super Financial Planner of the Year Award nominee, Gianna decided to run her own money coaching and financial planning businesses. She founded… -
Andrew Butterell
Andrew is passionate about solving complex problems. With extensive experience as one of Australia’s highest rated equity research analysts, Andrew is driven by putting the pieces of the puzzle together to create bespoke financial strategies that align with individual needs. Understanding that there is no one size fits all, Andrew believes in establishing a close… -
Bobbe Duncombe
Many individuals today find that there is a lot of “noise” in their financial world, often leaving them unsure of how best to plan for the future. People may be concerned that the complexities of their financial situation have not been fully addressed or they may be unable to articulate their goals into a practical… -
Aynsley Jurson
Aynsley empowers clients – often women and families – to feel comfortable managing their financial lives, especially during and after times of significant change. She sits beside her clients and helps educate them during all life stages, instilling in them financial peace of mind and allowing them to live a simple and elegant life. Aynsley… -
Robert Palma
Robert founded The Purposeful Practice with one goal in mind – to serve people in aligning their wealth to their purpose. It is from this place that wealth takes on form and life. He helps clients strip away the confusion, anxiety, and complexity of wealth management so that they can focus on what really matters… -
Adam Ordelman
Adam has over 20 years’ experience in the financial services industry and has worked in senior management positions with some of Australia’s largest banks (ANZ, CBA) and financial institutions (Colonial, Adelaide Bank/Leveraged Equities, Challenger) before taking on his own advice practice in 2008. Sustained Advice was born out of this business on 12 December 2012.… -
Paul Roberts
Paul is a trusted adviser to individuals, their families and business owners. Taking a holistic approach to financial planning, Paul focuses his attention on ensuring his clients have the right structure in place as a foundation to create, build and protect their wealth. Applying his extensive knowledge in self managed super funds, trusts and companies… -
Amanda Engenheiro
Amanda has a proven ability to help individuals achieve their financial goals and over many years has built a strong reputation in delivering exceptional and personalised service to her clients. Amanda believes that acting in the best interest of clients first and foremost is crucial and desires to build long-standing and mutually respectful relationships with…
