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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… -
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… -
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… -
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… -
Denis O’Callaghan
As a Personal CEO to successful business people and professionals, what I have found is that many feel like they don’t need professional support, and that they can manage all their affairs on their own. Alternatively, many also do nothing simply because they haven’t got the knowledge of what to do in the right order,… -
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… -
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… -
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.…
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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.