Director & Financial Planner
Bcom, GCertFinPlan, MAppFin
Adrian has been working in finance for over 11 years with a specialisation in complex advice, investment strategies & portfolio construction.
He likes to travel around the world and immerse himself in different cultures to enhance his perspective and experience.
BA(Hons), ADFP, FChFP
Frank has been working in the financial industry for over 10 years and is well equipped to provide advice on a wide array of areas.
Originally from Ireland, he enjoys being with his family and likes to go camping when he isn't working.
Carolyn has been working in the financial industry for over 15 years and enjoys providing quality assistance to both her team and clients alike.
Carolyn enjoys spending time with her family and pottering about in her garden.
James has been working in the industry for over 20 years and enjoys helping clients achieve their financial goals.
He is an avid cycling enthusiast and has participated in many races.
DipFP, BPsySc(Hons), GCBusHRM
Jay has been working in the financial planning industry for many years and likes to work closely with clients making sure they are comfortable and have a positive experience.
Jay loves visiting her family home in the country and spending time with the animals.