Meet our people

All of our private client advisers are tertiary qualified and hold the Certified Financial Planner (CFP) professional designation, with additional specialisations in self-managed superannuation. It is a requirement that all of our private client advisers participate in our mentoring program which consists of three to four years of supervised, professional in-house training. Meet our team of advisers, client services managers and other staff.

 

Mick Steffan CFP®, FPA Member, M.Taxation, B.Bus CEO/Private Client Advisor Click to View Mick's Profile

Mark Chistie B.Bus Acc & Fin Dip FP, Paraplanner/Technical and Compliance support Click to View Mark's Profile

We can help you with ...

• Cash flow and taxation planning
• Wealth creation and negative gearing
• Salary packaging and strategy planning
• Investment structuring and planning
• Superannuation and retirement planning
• Personal insurance advice
• Risk assessment and wealth protection
• Succession and estate planning

 

What is your Industry?

• Professionals
• Blue Collar Workers
• Primary Industry (Farming, Fishing and Associated)
• Teachers
• Small Business Owners