Unique in the industry, our company directors are experienced, long-term practicing advisers and have worked in the company since its inception in the early 1980’s. With advisers owning 100% of the practice, we remain independently owned, and therefore provide advice in an unbiased fashion. Our advisers have average industry experience of over 20 years, so clients can expect quality strategic advice.

We are proud to declare that our adviser team holds numerous tertiary and postgraduate qualifications, with a number of staff pursuing additional studies. As a practice we are committed to ongoing education, professional and personal development of our team, to keep pace with the extraordinary changes in the financial services sector.

Additionally, we are supported by professionals skilled in their respective fields of tax, law, finance, stockbroking and specialist funds management, to ensure we have the resources to support clients’ financial planning strategies, now and in the future.

Within the practice we have dedicated specialists in the areas of Self Managed Superannuation Funds, retirement strategies and estate planning.

Meet our Adviser Team

• Paul Bourgeois CFP B.Ec F Fin
• Jerome Chopard BA F Fin
• Vernon Rego CFP SA Fin
• Simon Babbage DipFP
• Richard Jackson B Ec, Dip FP

Client Management & Administration Team

Advisers are supported by a well equipped administration team, so clients can be assured of consistent ongoing service and administrative support.

• Sian Chua - Adviser Assistant
• David Duong - Adviser Assistant
• James Hayes - Adviser Assistant
• John Toniato - Adviser Assistant
• Max Young - Adviser Assistant & Client Services
• Vicky Cook - Receptionist
• Charlotte Ping Du - Accounts Administrator

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