MEET THE TEAM

Book an appointment

We bring together highly qualified business and finance professionals, some of whom have been practicing for over 25 years. Harnessing the skills and expertise of a team, the focused effort brings the meaningful outcome of improving your overall financial position.

How we work with you: Building an open and honest relationship with you and getting to know your personal financial and business activities is our top priority. We are then well placed to guide your plans.

Jane Purnell

General Manager

Read More

Kerri Tucker

Director, Holzworth Legal Pty Ltd

Read More

Long Vuong

Marketing Director

Read More

Sena Pona

Associate Financial Adviser

Read More

Andy Nguyen

Financial Adviser

Read More

Lauren Telleman

Graduate Advisor

Read More

Ebony Lawton

Social Media, Design & Marketing

Read More

Ha Nguyen

Administration Support

Read More