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John Potkonjak
John is passionate about helping clients get financially well-organised so they can maximise the most meaningful financial outcomes in their lives. He provides customer centric financial advice to individuals and families and specialises in advising senior executives, medical specialists, professionals, business people and retirees. John brings a fresh approach to financial advice which is highly-personalised and… -
Sidney Lim
Understanding that every client is unique, and that wealth means more than just having money, Sidney’s driving force is to help his clients achieve their financial and life goals. Managing financial matters can be extremely complex, both in time and cost, and while some are adept at managing their own financial affairs, Sidney’s clients realise… -
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… -
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… -
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… -
Peter Connolly
Peter grew up in Brisbane, and apart from a few years in Sydney, has lived and raised his family in Brisbane. He began his career in financial services in 1988 and has had long careers with highly respected Australian and global firms. In 2004 Peter moved into Financial Planning after a number of senior management… -
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… -
Mark Brown
With over 15 years’ experience in private wealth management, Mark specialises in providing strategic advice and capital management solutions to busy, affluent families and self-funded retirees. With a special interest in Financial ‘Life’ Planning, Mark is most passionate about helping clients gain clarity around their goals and objectives. He believes that this creates a firm… -
Hayden Griffiths
Hayden believes that a vital step to achieving both personal and financial independence is the alignment of your financial plan with your goals and core values. He understands that each person’s journey is unique to them which is why he takes both a holistic and comprehensive approach to financial planning. Hayden enjoys working closely with…
