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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… -
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… -
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… -
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… -
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,…
