Our Team

Good things come in small packages!

With a staff of five, including two qualified financial planners, our size allows us to be completely client focused. We believe that personal service and knowledge of your financial goals is essential to achieving the best outcome for you.

Director / Principal Adviser
Vicki Hagley (GradDipFinPlan)
Authorised Representative

Founding Partner
Cliff Wynn (Dip FP)

Associate Adviser / Paraplanner
Si Bee Ong (Dip FS (FP))
Authorised Representative

Client Service Manager
Jodee Taylor (B.Bus)

Client Service
Melissa Stevens

Assistant Paraplanner
Johanna Atinyao

Contact our office today to discuss how we can help you to grow your financial future

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