Our practice’s three advisers all have extensive experience in the financial planning industry, with a combined experience of over 60 years in banking and finance. We have a wealth of knowledge in all investment strategies from wealth creation, wealth preservation, personal insurance, retirement planning, redundancies and SMSF. We are supported by a team of qualified administration staff who can assist in your relationship with your adviser.
Come and see us today to see how our tailored solutions can help you achieve your financial goals.
Mark Milton Mark holds a Diploma of Financial Planning, a Diploma of Business Accounting and an Associate Diploma in Civil Engineering. He is also a member of the Financial Planning Association of Australia. Mark has over 25 years experience in...Read More >>
GREGORY KLUMPP Gregory Klumpp is a Certified Financial Planner®, holds a Diploma in Financial Planning and is a member of the Financial Planning Association of Australia Limited. He has over 21 years experience in the industry. Before commencing in the...Read More >>
ADAM HINZE Adam holds an Advanced Diploma of Financial Services and an Associate Diploma in Business. He is also a Commissioner for Declarations and is a member of the Financial Planning Association of Australia. Adam has worked in the Banking...Read More >>