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
Gregg has been a financial adviser since 2008 and is motivated by helping clients establish their personal and financial goals and assisting them on their journey to achieve those goals. Gregg provides confidence and peace of mind to his clients through proactive personal advice and works to educate them to ensure they have a greater understanding of the concepts involved. Gregg and his wife Natasha have 3 children; Isabella, Emma and Ruby. Gregg is another Fremantle Dockers tragic that loves to drown his sorrows in red wine.
FChFP, Adv Dip FP, Dip Bus
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 Liverpool in the English Premier League.
CFP, B.Com, 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
John has been in Financial Services industry for over 10 years and has sound knowledge of the industry and the landscape. John loves motivating his clients to take a genuine interest in their finances through education and empowering them to make positive financial decisions. John has completed an Advanced Diploma of Financial Planning. John and his wife Stephanie are kept busy with their 2 fur babies, Chuck and Coco. John loves to travel and experience different food, cultures and some crazy cuisine.
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.
CFP, B. Bus, 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!