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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… -
Andrew Crews
Andrew has been in the financial services industry for over 15 years and has experience in both the accounting and financial planning professions, specialising in superannuation and investments. He builds long lasting relationships with clients by taking the time to get to know them, their beliefs, passions and goals and is committed to helping them… -
Alisa Honeyman
Alisa has established an excellent track record in helping clients achieve their financial goals by offering professional financial planning advice and exceptional ongoing personalised service. She believes in acting in the interest of the clients at all times and in building a strong trust relationship. Alisa has over 20 years of experience in the financial… -
Ross Curulli
Ross has worked extensively in banking and finance for the last 31 years and began Financial Planning in 1998. He has also been a Certified Financial Planner CFP® since 2003. His strengths lie in developing dynamic and sound strategies for high net worth individuals with special detail for ongoing service. Ross looks forward to utilising… -
John Rees
John’s advice philosophy is that it must be understandable, meaningful and specific to the client’s needs. I pride myself on maintaining long-term relationships with clients and taking the complexity out of financial planning decisions with the aim to provide clear and concise solutions around options that helps guide clients towards reaching their financial and lifestyle… -
Glen Reilly
Glen is passionate about helping clients gain clarity around their personal goals and dreams and building strategies to assist them in achieving their ambitions. He seeks to empower his clients to live their life by design, the way they want to live. On an ongoing basis, Glen and his team are committed to providing friendly,… -
Leonard Gennusa
Leonard is passionate about building long-term relationships with his clients by providing them with a personal and structured service. He approaches a financial plan as a lifelong strategy and takes pride in the ongoing care his clients receive. Working with his clients through the entire process of achieving their financial goals Leonard is committed to… -
Simeon Levin
Simeon Levin has worked as a financial adviser since 2001 and established her own financial services practice in 2005. She is the principal adviser at Simfin and delivers a comprehensive financial advice service to a group of 38 clients (and their families). Simeon’s vision is to enrich the lives of her clients. She works best… -
Warrick Hanley
Warrick helps successful individuals and their families get financially organised. Combining his practical experience and formal qualifications with tailored financial advice, clients are empowered to make informed decisions and take appropriate action to create the life they truly want. As well as providing financial advice to his clients for over 18 years Warrick is also…
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SUBSCRIBE TO THE NEWSLETTER
Stay informed and on top of your financial game plan.
LEARNING CENTRE
Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.
PRIVATE WEALTH PROGRAM
Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.