Our Financial Advisers
Tony Bennett
Location: Norwest
“I have two main goals: The first is to build wealth for my clients. The second is to develop the most professional financial planning firm in Australia."
Peter Finch
Location: Norwest
“I provide modern ideas with traditional service, focused on building wealth and generating tax-effective income for my clients.”
Michael Akele
Location: Norwest
“To advise & assist my clients to secure their financial future and improve their wealth & quality of life by achieving their financial goals."
Warren Chalker
Location: Windsor
“To provide a financial planning process that gives clients the ability to look at their future needs and then plan how to achieve them with confidence and at a cost that is appropriate given their circumstances."
Ryan Melrose
Location: Norwest
“As an Adviser, I will work with my clients to help grow their wealth and secure their future."
Rean Kirby
Location: Waverton
“To maintain a culture that at all times will require us to provide the highest standard of comprehensive financial advice to clients."
Tam Dy
Location: Norwest
To help clients make smart, well-informed financial decisions that lead to lasting success.