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

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Michael Chalmers CFP

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Founder, Principal Financial Planner

B.Bus (FinPlan), DipFP

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"For me, it's all about those life changing conversations with people, and seeing them prosper as a result."

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Oliver Ladd

CFP

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Partner, Principal Financial Planner

ADFS FP, B.AppSc

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"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."

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Demelza Lister AFP

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Senior Financial Planner

B.Bus (Mgt), ADFP

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"I love that I can make a real difference in people's lives, guiding them to financial freedom."

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Dave Horan

CFP

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Senior Financial Planner

DFS (FP),  ADFS (FP),  LREA

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"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."

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Craig Brinsdon

AFP

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Senior Financial Planner

B.Comm, GradDipFP

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"Knowing that my help and guidance can be the difference between just dreaming about your goals and actually achieving them is a great motivator."

Our Associates, Client Services Managers & Administrators

Client Services Managers

Kelly Tucker (Dip. Acc)

Rebecca Pungitore

Lana Campisi

Laura Sherritt (B.Ec & Crim)

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Our Client Services Managers are your primary contact for appointments, general enquiries and follow ups, progress reports, working closely with you and your adviser.

Client Service Administrators

Charmain Buot (B. Bus)

Cherie Araneta (B. Bus)

Kimberly Tiempo (B. Bus)

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Our Client Service Administrators are our primary resource for data collection, data entry and reporting, working in tandem with our Client Services Managers.

Associates & Paraplanners

Ellen Cameron (In Progress)

Varj Nagra (B.Bus)

Kate O'Dwyer (B.Bus, Dip.Fin)

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Our Associates and Paraplanners work with advisers for strategy development, modelling and advice preparation.

Operations Manager

Jacky Chalmers

(B.Bus EcoFin, DipFP)

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Our Operations Manager oversees the overall business and compliance operations, as well as systems and processes to help us help you.