Meet Our Team

In addition to our own services, our licencing arrangement with Dover Financial Advisers gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.

Team Leader

Vito
Director and Financial Planner

The Team

Tran
Accounting and SMSF Administration
Mina
Lawyer
Terry
Medical Tax Adviser
Florence
Insurance Specialist
Shi Yin
Superannuation Specialist
Avril
Property Specialist
Serra
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