We specialise in helping you achieve your financial success and our dedicated team is professional, trained and up-to-date.

Naomi Alletson

Financial Planner
Investment Strategies
Budget Management
Superannuation
Risk Insurance

Janine Francis

Financial Planner
Investment Strategies
Budget Management
Superannuation
Risk Insurance

Ashleigh Nichols

Personal Assistant to Naomi
Client Liaison
General Enquiries

Rachael Ryan

Planning Assistant
Client Liaison
General Enquiries

Chris Kelso

Senior Lending Manager / Director
Home & Investment Loans
Refinance Options

Wendy Whiteley

Mortgage Operations Officer
Personal Assistant to Chris
Client Liaison

Terry Whitehouse

Property Co-ordinator
Client/Builder Liaison
Management of Investment Property Construction

Mariejan Bigby

Practice Manager
Human Resources
Marketing