Our Advisers

Steve Lowry | CFP® Professional, DFP, FAIM, AIF® | Partner
Frances Easton | CFP® Professional, MFinP, BBus-Acc, SMSF Specialist Advisor | Partner
Paul Shepherd | CFP® Professional, BEng, DipMgt, DFS(FP), AIF® | Partner
Teneale Laister | CFP® Professional, BCom(Fin,FinPlan,Mgt) ADFS(FP) | Partner
Simone Anderson | ADFS | Financial Adviser (Risk Specialist)
Niyati Khanna | ADFP, Chartered Accountant (ICAI), MBA (Finance & Strategy)| Associate Adviser

Our Founder

Scott Alman | CFP® Professional, DFP, FPA Fellow

Our Operations Team

Renee Tang | BAcc | Financial Analyst
Kelsey Dent | DipFP, BA (Hons) | Financial Analyst
Stacey Camilleri | Client Service Manager
Jenean Du Preez | Client Service Officer

Kerri Wallace | Project Officer
Rita Azzopardi | FCPA, BCom | Chief Financial Officer