Our customer service philosophy is simple. We believe professional financial planning is based around an ongoing partnership between client and adviser built on mutual trust and respect. It involves the preparation, implementation and regular reviews of a plan tailored to the client’s individual circumstances and needs that will take them from where they are to where they want to be. We believe our primary focus is to help our clients nurture and protect their wealth to achieve their goals, subsequently enhancing their lifestyle choices and quality of life.
Dusty Powter (Senior Financial Planner Authorised Representative Number 437470), John Green (Client Service Manager), Wayne Powter (Senior Financial Planner Authorised Representative Number 437471), Veronica Amor (Reviews Officer/Snr Client Service Co-ordinator), Wendy Lydon (Client Service Co-ordinator) and Leone Stevenson (Client Service Co-ordinator)