Your Advice Team

Experienced and Local

Our experienced team are able to review and develop strategies for any financial situation. With a wealth of experience, we are proud to help local individuals and families build a better future.

Our awards are a reflection of our dedication and commitment to our customer service and are proud to be recognised by the Securitor network of advisers.

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Founder and Managing Director
Strategic Financial Planning
Tax Effective Planning
SMSF Accredited
GESB Advice Equipped

B.Com, Adv Dip Fin Serv (FP)

Raymond's profile
efg_team_nicholas1
Strategic Financial Planning
UK Pension Transfer Specialist
GESB Advice Equipped
Tax Effective Planning
SMSF Accredited

M. Fin Planning, B.A., Adv Dip Fin Serv (FP)

Nicholas' profile
efg_team_katie1
Strategic Financial Planning
Tax Effective Planning
SMSF Accredited
Women and Finance Specialist
Small Business Owner Equipped

B.Bus (Fin), Adv Dip Fin Serv (FP)

Katie's profile
efg_team_nicole1
Strategic Financial Planning
-Ongoing Management

B.Com, Dip Fin Serv (FP)

Nicole's profile
efg_team_anna1
Strategic Financial Planning
- Paraplanning

B.Com (Financial Planning)

Anna's profile
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Strategic Financial Planning
– Client Service

Practice Management Team

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Finance and Administration Manager
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PR and Events Manager

B.A (Public Relations)

Carolyn's profile