Rogan has over 15 years of financial planning experience and is a fully qualified Certified Financial Planner. Rogan has completed the Securities Institute of Australia Financial Planning Certificate Course, and also holds an Advanced Diploma in Financial Services (Financial Planning).
Rogan brings varied financial services experience into his role with a focus on getting the best outcomes for his clients and a passion for helping people.
Rogan is based in our Port Macquarie office and also covers regional and northern NSW.
Raj has over 15 years of financial planning experience across various leading organisations. Raj is a fully qualified Financial Planner holding an MBA (Finance), Graduate Diploma in Financial Planning and Bachelor’s Degree in Business and Hospitality Management.
Raj’s blend of technical expertise, practical experience and proficiency in financial strategies help members in achieving their desired financial goals.
Raj is based in our Sydney office and also covers regional NSW.Make an appointment
George has over 20 years financial planning experience across a number of leading organisations. George is a fully qualified Financial Planner holding a Bachelor Degree in Arts (Economics and Financial Studies), has completed the Diploma of Financial Planning and attained Certified Financial Planner® status.
George uses his knowledge, technical experience and common sense approach to work with you to help you achieve your goals.
George is based in our Sydney office.Make an appointment
Paul has 10 years experience in financial services. Paul’s experience ranges from wealth creation strategies to retirement planning and helping clients through their individual financial journey.
With a common sense approach and extensive technical expertise, Paul enjoys working with his clients to achieve their long term goals.
Paul has completed his Masters in Financial Planning and holds a Bachelor of Commerce.
Paul is based in our Sydney office and also covers regional NSW.Make an appointment
Rita has been working as a Financial Planner since 2008. Rita holds a Bachelor Degree in Arts (Economics) and has completed the Advance Diploma in Financial Planning. Rita is also an Associate Member of the Financial Planning Association.
Rita’s blend of technical expertise, practical experience, friendly nature and genuine communication style helps clients achieve their goals and objectives.
Rita is based in our Charlestown Square office and also covers the Newcastle and Hunter Valley region of NSW.Make an appointment
Brent has over 20 years financial planning experience and holds a Bachelor Degree in Management and has completed the Advanced Diploma in Financial Services (Financial Planning).
Members benefit from Brent's extensive experience coupled with his passion for helping them reach their retirement goals.
Brent is based in our Port Macquarie office and also covers regional and northern NSW.Make an appointment
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