HomeMeet the Team

Meet the Team

  • Tim van Doore

    Principal

    I’ve always been someone who enjoys pulling things apart and making them better in some way. I...

    view profile

  • Conrad Voss

    Head of Business Development and Advice

    Fairness is my number one value.  I think this emanated from watching people out to dinner. 

    view profile

  • Stuart Long

    Financial Adviser

    I would consider myself to be that person, the one who helps you get the job done, the one you...

    view profile

  • Lachlan Money

    Financial Adviser

    I’ll admit it, I’m a people pleaser. I like making people feel good.

    view profile

  • Jeremy Ross

    Financial Adviser

    My values and strengths are focused on my clients first and foremost with a considered, authentic...

    view profile

Support Staff

  • Candice van Doore

    Administrator

    Growing up my mum would say to me most days “if you can’t say something nice, don’t say anything...

    view profile

  • Alana Hodgins

    Web and Marketing Manager

    I started out many years ago as a Visual Artist, but found myself drawn into the realm of multimedia,...

    view profile

  • Carmen Mitchell

    Client Services Manager

    I believe there is no reward without taking risk. Satisfaction for me is ensuring people are set...

    view profile

  • Ali Rolleston

    Client Services Manager

    Wealth creation is my personal passion. I began investing in property when I was 18 and I was fortunate...

    view profile

  • Tegan Pitt

    Paraplanner

    I am a very adventurous person. I love to travel and explore new places. My love for adventure came...

    view profile

  • Janis Glassop

    Client Services Manager

    Securing your future and that of your family would have to be one of the most important functions...

    view profile

  • Nikki Middleton

    PA / Administrator

    I like systems and numbers, ensuring that every step that needs to be followed gets done and every...

    view profile

  • Lili Carmichael

    Junior Paraplanner

    I grew up on the Sunshine Coast so it has always been close to my heart. After studying in Brisbane...

    view profile
Let's Get Started

Start making more possible now, and book a Discovery Meeting with one of our Advisers

BOOK AN APPOINTMENT

Janis did everything she could possible do, she was amazing. I wouldn’t have been able to do it, I wouldn’t have know what to do so having her guidance was amazing. Having her do it took the pressure off me and I could concentrate on myself and getting better. So I would rather her do it, its her job and she does it very well. Having Janis do it was 100% the right thing.

Janeah

We believe that it is necessary for each individual to be empowered to make the best possible decisions

Book an Appointment