Adam Ordelman

Adam-s has over 20 years’ experience in the financial services industry and has worked in senior management positions with some of Australia’s largest banks and financial institutions before taking on his own advice practice in 2008. Read More

Shane Case

Shane is passionate about creating lasting solutions that enable clients to get from where they are today to where they want to be in the future. Read More

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. Read More

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. Read More

Bobbe Duncombe

Bobbe offers her clients the ability to gain a sense of calm regarding their finances. Whilst challenging people to make the changes required to achieve their goals, she helps them fully understand their options so that they can make decisions with confidence. Read More

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. Read More

Alisa Honeyman

Alisa has over 20 years of experience in the financial service industry and over that time has helped hundreds of clients achieve financial peace of mind. With sound expertise in wealth creation, superannuation, tax effective structures and investment strategy. She is able to provide financial planning services tailored to the client’s needs and financial circumstances. Read More

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. Gianna is all about helping her clients be financially well organised and build more wealth, so they have more time to spend on their career, family, health and personal life. Read More

Denis O'Callaghan

With Denis’ extensive knowledge and experience, his clients are assured an ongoing program that is individually tailored to suit their needs. Denis has a collaborative approach with his clients so that they can achieve their financial goals for the reasons that are important to them. Read More

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. Read More

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. Read More

David has worked as a financial adviser since 1998, and founded his practice, Pario Financial Management in 2007. He is passionate about providing strategic financial advice that enables ‘his clients’ to develop long term wealth, whilst meeting their short and medium term needs. Read More

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 best support your vision. Read More

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. Read More

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 providing the best in professional advice with personal service. Read More

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 they would rather entrust him so that they can focus on their aspirations, goals and passions – the things they enjoy and are most important to them! Read More

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. Read More

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. Read More