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.

Director & Financial Planner

Adrian Summers

Bcom, GCertFinPlan, MAppFin

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. 

Financial Planner

Frank Monaghan

BA(Hons), ADFP, FChFP

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.

Office Administration

Carolyn Sommer

DipFP

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.

Director & Financial Planner

James Furnell

Bsc(Hons)

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.

Office Manager

Jay Brown

DipFP, BPsySc(Hons), GCBusHRM