Meet Our Team

In addition to our own services, our licencing arrangement with Dover Financial Advisers gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.

Team Leader

Darryl
Director and Financial Planner

The Team

Mina
Estate Planning
Terry
Medical Tax Adviser
Avril
Property Specialist
Tran
Accounting and SMSF Administration
Anatole
Bookkeeper
Serra
Paraplanner