We are Financial Strategists

We are a passionate team who are committed to helping people achieve their financial dreams. We adapt to the changing needs of our clients and the changing financial landscape, always looking to innovate and improve.

Helen Blackford

Chief Executive Officer
Iain Rogers

General Manager
Ben Rowley

Head of Operations
Daniel Di Giandomenico

Head of Technology
Caitlin Archard-Farry

Head of Projects and People
Charlotte Piersma

Head of Quality Assurance
Lucas Egan

Head of Advice
Simone Richardson

Financial Strategist
Bruce Gardner

Financial Strategist
Reece Lewis

Financial Strategist
Jaklyn Stephan

Financial Strategist
Matthew Middleton

Financial Strategist
Maree Barry

Financial Strategist
Yulia Vrany

Financial Strategist
Celena Music

Financial Strategist
Daniel Irvine

Financial Strategist
Vikki Manuel

Financial Strategist
Grant Enders

Financial Strategist
Damon Green

Financial Strategist
Jonathan McCullagh

Financial Strategist
Steph Farmer

Mortgage Adviser
Kirsten Keft

Mortgage Adviser
Diane Scott

Financial Strategist
Cindy Excell

Financial Strategist
Gemma Vanzanella

Professional Year Associate
Phillip Bures

Financial Strategist
Laura Imanse

Financial Strategist

Max Hogan

Financial Strategist
Peter Rambert

Financial Strategist
Ayshe Agaoglu

Financial Strategist
Gabriel Orzoi

Financial Strategist
Adam Dimopoulos

Financial Strategist
Kerryn Lancaster

Head of Corporate Superannuation
Ben Newman

Senior Associate, Corporate Superannuation

How can we help you?

We work in partnership with you to advise, protect and grow your wealth with financial strategies tailored to help you secure your financial future.

With monthly progress monitoring, we are there to keep you on track for success and help navigate you towards achieving your idea of richer living.

Ready to Connect?
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We are here to help

We make it easy for you to get started with a plan to secure your financial future for yourself and those around you. We also help to monitor your progress monthly, which helps motivate you and keep you on track for success.

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