Our people

We place a great deal of importance on fostering the very best people in the industry and on creating an environment that ensures clients have access to the combined experience of the team, not just one individual.

Team

Team
Advisers
Board
Investment Committee
Management Team
Tax and Accounting

You may be interested in

Our Story

For over 30 years we've provided Australian families with the future they want.

Learn more

Awards

By better looking after our clients’, we’ve been recognised for our expertise.

Explore our awards