Meet The Team

Michael offers a full range of financial services, including wealth accumulation, managed investments, debt management, superannuation (including self-managed funds), pre-retirement strategies, and estate planning. He’s licensed to advise on various financial products, from securities and government bonds to life insurance and managed investments. Michael’s guidance is tailored to help you achieve long-term financial security.

With 10 years of experience in the financial planning industry, Brittany brings a unique blend of operational excellence, client dedication, and leadership to our practice. Brittany’s strength lies in developing streamlined processes, supporting advisers in client relationship management and ensuring regulatory compliance.  As practice manager, Brittany ensures that our team is fully equipped to provide each client with the personalized financial guidance they deserve.

Lindy is dedicated to understanding and meeting client needs. With 6 years of experience in the customer service industry and completed a Bachelor of Business, majoring in Management, she focuses on building strong relationships and ensuring compliance to help clients achieve their financial goals with confidence. Lindy is passionate about improving people's lives and is deeply committed to helping her clients reach their SMSF goals through exceptional service and support.

Peter leads the accounting, and pension management team with over 8 years of experience in the financial advising industry. He has developed a strong background in client support. Peter holds a Bachelor of Business and Commerce with a major in Accounting. On weekends, he enjoys spending quality time with his daughter, introducing her to new experiences.