The team is the backbone of our business and we are proud of who they are and where they have come from. All of our financial planners are required to attain CERTIFIED FINANCIAL PLANNER™ certification – the industry’s highest qualification. As a client this means you can be assured of sound, reliable financial advice.
We’d like to introduce you to our team below. These are the friendly faces you’ll see when you come to visit us in our Bunbury or Collie office.