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Logo Beside Name with Sky Summit Financial

We care about your future

At Sky Summit we are committed to improving your financial wellbeing and ensuring that the advice we provide is in your best interest.

We have three key philosophies that are central to our practice:

Client Focused

We put you first, and continuously and proactively look for ways to improve your financial health so you can be in a strong financial position both now and in the future.

Expert Advice

We provide you with access
to a wide range of highly trained and qualified staff who
work hard to ensure you
get the best possible
financial advice.

Ethical Practice

We emphasise and prioritise your rights and entitlements as our client at all times, and we are actively committed to a code of ethics designed to achieve best practice in financial planning.

Meet The Team

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Nathaniel Chell

Director and Financial Adviser

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Melinda Reid

Financial Adviser

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Stephanie Dewberry

Director and Practice Manager

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Jordan Hill

Financial Adviser

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Joanne Caisley

Financial Planning Administrator

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Kristy Tritton

Paraplanner

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Liam Hawthorne

Provisional Adviser

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Melissa Sequeira

Client Services Officer

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Ellie Reid

Financial Services Administration

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Amber Caisley

Financial Services Administration

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Dylan Currie

Financial Services Administration

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Acknowledgment of Country

We acknowledge the Dakinjung People who are the traditional custodians of the land in which we work, and we pay our respects to their Elders - past, present and emerging.

Licence Details

Sky Summit Pty Ltd is a corporate authorised representative (325483) of Ethical Investment Advisers Pty Ltd (AFSL 276544).

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

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