Kevin has been involved in the financial services industry since 2004 and a background as an accountant provides him with sound knowledge of business practices. Kevin and his wife Louise are kept busy with their 4 children, Elise, Holly Lucas and Milla. When Kevin is not cheering on the Fremantle Dockers with his family he loves to swim & travel.
B.Com, Dip FP
Anthony has been a financial adviser for over 10 years and his experience includes working at a major bank, boutique financial planning firm and a superannuation fund. Anthony believes that educating his clients is an important part of the advice process as it gives them confidence and peace of mind. Anthony and his wife Reagan have 3 children; Ally, Alexis and Xander. Anthony is a passionate Eagles supporter and adds some diversification to an office of Dockers supporters. Anthony is also a keen supporter of Manchester United in the English Premier League.
B.Com, CFP, Adv Dip FP
Jason has had a strong interest in finances from an early age and after working as a mortgage broker made the transition into financial planning when an opportunity arose. Jason is passionate about the service he provides to ensure every client receives the best possible experience. Jason and his wife Fah have two children; Jesse & Sydnee. Jason and his family love to holiday in Thailand so their children can experience Fah’s native country and culture. While not a avid AFL supporter; Jason has pledged his alliance to the Fremantle Dockers.
Adv Dip FP
Ashley has been in Financial Services since 1999 and a Financial Planner since 2010, during this time he has developed experience in superannuation and retirement planning having worked for large super funds. Ashley enjoys working with clients to help achieve their financial and lifestyle goals and building strong ongoing relationships. Ashley is married to Jen and they have 2 daughters, Matilda and Isla. They all enjoy spending time at the beach and escaping the rat race in their caravan as much as they can.
B. Bus, CFP, Adv Dip FP
Paul has been working in the financial planning industry for over 20 years and his experience includes working for a major bank, boutique financial planning firm and superannuation fund. Paul has a keen interest in macro-economics and believes that financial planning is about ongoing guidance to clients over their long-term journey. Paul has been married to Kym since 1991 and his two children, Jake and Abbey are both teachers. Paul enjoys sports including AFL (Eagles), football (Liverpool and Perth Glory) and listening to the best in their field speak about different economic and investment theories.
Grad Dip FP, CFP
Nidhi is an experienced paraplanner with expertise on financial planning platforms. Nidhi graduated with a master’s degree in Business Administration in 2016. Nidhi believes mindfulness in the workplace is the key to success and takes initiative in learning new things. Nidhi is inspired daily by her family and in her free time likes to play sports like table tennis, badminton, carrom and while also loves to socialize. Wanting to experience the thrill of every roller coaster and sky diving are few things of her bucket list.
Nancy has been in the Financial Industry for over 30 years and her experience includes working for various large companies like AMP, AMPAC, Tyndall, ING and Infocus. Nancy’s background predominantly includes working with various roles including Receptionist, Administration, technical Training, IT Helpdesk, Projects, Team Co-Ordinator roles within the financial services industry. Although she have been successful in these roles, she has come to realised that the aspects of her work she find most rewarding is dealing clients that requires help with financial planning. Nancy loves hitting the gym, traveling, reading and she is married to Chris since 2011 and has one child named Alisha.
Client Service Manager
David commenced as a financial adviser in 1986, initially with a bank and then in 1987 started a financial planning practice in South Perth. David specialised in providing financial services to small to medium sized businesses , assisting these business owners with their personal and business requirements. Over the last 10 years retirement planning for clients has seen a major increase in day to day activities. David is now assisting the Securitas Financial Group in a marketing and client services capacity. He enjoys all sports, supports Collingwood in the AFL and with 4 children and 8, soon to be 9, grandchildren finds that there is always plenty to do.
Adv Dip FP
Our company has been built around the philosophy that in order to move forward in life you need to be giving back.
We ‘give back’ because we want to make a meaningful difference to our community and to those who are less fortunate than ourselves.
Upon presentation of your financial plan, if you aren’t completely satisfied with the level of service and expertise; we promise to make it right. If we don’t we will happily refund your financial plan fee.
That’s our happiness guarantee!