About us
We are a Financial Advice business based in regional NSW and ACT and our business has been providing professional planning advice for over 20 years.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, just starting out, changing careers or moving from two incomes to one, our investment advisors can help you:
- choose the right investment strategy
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
Meet Our Advisers
Bernard Begg
General Manager of Advice
Mark Anderson
Senior Financial Planner/ Partner
Stuart Gilchrist
Senior Financial Planner/ Partner
Gareth Adams
Senior Financial Planner/ Partner
Andrew (Jian Yi) Lao
Senior Financial Planner
Rick Nicholson
Senior Financial Planner
Nathan Foss
Senior Financial Planner
Rose Hodgins
Financial Planner
Support Team
Trudy Donnelly
Implementation and Compliance Manager
Anil Chaudhary
Paraplanning Manager
Melanie Piek
Client Engagement Assistant
Anna Baya-On
Financial Planning Assistant
Jaica Macamay
Financial Planning Assistant
Nikka Alvar
Financial Planning Assistant
Neil Crescencio
Financial Planning Assistant
Yoshin Orangan
Financial Planning Assistant
James Sy
Client Services & Marketing
Helen Badcock
Client Services Manager
Lucinda Spencer
Implementation Manager
Kyleen Zabala
Paraplanner
Lovely Placido
Senior Paraplanner
