Our Financial Planning Team
Our Financial Planners use goal-based planning to bring clarity and certainty to our clients' lives. After all, a goal without a plan is just a wish!

Paul Davies
Financial Planning Manager

Andrew Oakley
Financial Planner

Tony Dimitrovski
Senior Financial Planner

Nick Bond
Senior Financial Planner

Paul Lawson-Tyers
Financial Planner

John Vailes
Financial Planner

Daniel Ash-Wentworth
Financial Planner

Louise Duncan
Financial Planner