Meet Our Team

In addition to our own services, our licencing arrangement with Dover Financial Advisers gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.

Team Leader

Trent
Founder and Adviser
Lorraine
Insurance Adviser

The Team

Mina
Lawyer
Terry
Medical Tax Adviser
Serra
Paraplanner