Our people

Our team is made up of passionate individuals with diverse expertise working together to deliver strategies that fast-track your financial success.

All Accounting Business Services Client Services Finance Leadership Legal Property Retirement SMSF Wealth

Lauren Samsely

Investments Administrator

Jeffrie Erandio

Investment Administrator

Jonathan Kermode

Senior Financial Adviser Future Wealth Advisory

Viral Thakkar

Financial Adviser

Property-based wealth strategies
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