Our Team
We all share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers of our passion and commitment to you.
Meet Our Financial Planners
Michael Chalmers CFP
®
Founder, Principal Financial Planner
B.Bus (FinPlan), DipFP
"For me, it's all about those life changing conversations with people, and seeing them prosper as a result."
Oliver Ladd
CFP
®
Partner, Principal Financial Planner
ADFS FP, B.AppSc
"It is great to connect with real people and help them make smart decisions when it comes to their money so they can live well."
Demelza Lister AFP
®
Senior Financial Planner
B.Bus (Mgt), ADFP
"I love that I can make a real difference in people's lives, guiding them to financial freedom."
Dave Horan
CFP
®
Senior Financial Planner
DFS (FP), ADFS (FP), LREA
"To me, financial advice is all about helping people live more fulfilled lives - money is a means to that end, but not the goal in itself."
Craig Brinsdon
AFP
®
Senior Financial Planner
B.Comm, GradDipFP
"Knowing that my help and guidance can be the difference between just dreaming about your goals and actually achieving them is a great motivator."
Meet Our Associates, Client Services Managers & Administrators
Kelly Tucker
Client Services Manager
Dip. Acc
"I enjoy making our client's lives easier, reducing the burden and stress of paperwork that I know they appreciate."
Lana Campisi
Client Services Manager
"I love being able to assist people with creating financial security and freedom, and then seeing them enjoy their lives and retirement years without financial stress and worries."
Kate O'Dwyer
Associate Planner
B.Bus (Mkt), DipFin
"I love being able to work with a fantastic team to help our clients plan for success and a comfortable future."
Currently on Maternity Leave
Jacky Chalmers
Business Operations Manager
B.Bus (EcFin), DipFP
"It is a pleasure to work with a team that shares a commitment and passion to make our clients' lives better."
Charmaine Buot
Client Services Administrator
B.Bus (Admin)
"It has always been a dream to work in an organisation that guides people with their financial goals and leads them all the way to achieve their ultimate vision of success."
Cherie Araneta
Client Services Administrator
B.Bus (Admin)
"I am grateful for the opportunity to work with a team of professionals who help clients transform their financial goals into reality.'
Rebecca Pungitore
Client Services Manager
"I am enjoying learning about financial planning, and being part of helping clients achieve their financial goals"
