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 437471
Wayne Powter
Senior Financial Planner
Authorised Representative
Number 437471
John Green
Client Services Manager / Paraplanner
Veronica Amor
Reviews Officer / Senior Client
Service
Co-ordinator
Kassi Green
Client Service
Co-ordinator
Chloe Wright
Client Service
Co-ordinator
Emma Luke
Client Service
Co-Ordinator /
Business Administration
Rebecca Cowie
Client Service
Co-ordinator
Charmaine Walford
Client Service
Co-ordinator
