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

Nathaniel
Director and Financial Adviser

The Team

Mina
Lawyer
Melinda
Assistant Adviser
Linda
Financial Planning Administrator
Joanne
Financial Planning Administrator
Sarah
Paraplanner
Wilbert
IT and Marketing