Raj has over 12 years financial planning experience and holds a Bachelor Degree in Business and Hospitality Management, an Advanced Diploma in Financial Services (Financial Planning) and a Masters of Business Administration.
Raj’s expertise, practical experience and proficiency in financial strategies supports members in achieving their financial goals.
Raj is based in our Sydney office.
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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.
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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 with Paul
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.
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Anne is a Financial Planner with 15 years financial planning experience. Anne is a fully qualified Certified Financial Planner and holds a Bachelor Degree in Arts (Social Science), has completed the Diploma of Financial Planning and a Diploma of Business.
You will benefit from Anne’s blend of technical expertise and practical experience to feel more confident and positive about your finances.
Anne is based in our Charlestown Square Office* and also covers the Hunter Valley.
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Sam has over 11 years financial planning experience and is a fully qualified Certified Financial Planner. Sam also holds a Bachelor Degree in Arts (Business Administration) and has completed the Graduate Diploma of Financial Planning.
Sam has extensive experience providing advice to a wide range of clients and has a strong passion for helping them realise their goals and objectives.Make an appointment with Sam
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 with Rita
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