Our Team

 
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James Willis

Financial coach
SMSF Specialist Advisor (SSA™)
Member of FPA
Advanced Diploma of Financial Services

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Nic Andrews

Financial coach
SMSF Adviser
Member of FPA
Advanced Diploma of Financial Services

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Rebekah Brindle

Mortgage Consultant
Member of FBAA
Diploma of Finance and Mortgage Broking Management

 

Rebecca Furzer

Senior Paraplanner

Lisa Hirsch

Senior Client Administration

Amy Brown

Client Administration and Marketing

Nanda Kumar

Senior Paraplanner