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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...

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  • Conrad Voss

    Head of Business Development and Advice

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

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  • Nick Haratsis

    Senior Financial Adviser

    For as long as I can remember, I have always been an avid learner. When something sparks my interests,...

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  • Stuart Long

    Financial Adviser

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

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  • Lachlan Money

    Financial Adviser

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

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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...

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  • 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,...

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  • Carmen Mitchell

    Client Services Manager

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

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  • Brooke Walters

    Paraplanner

    Growing up in a country town in NSW, I have always loved being outdoors and enjoying what this earth...

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  • Tegan Pitt

    Paraplanner

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

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  • Janis Glassop

    Client Services Manager

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

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  • Nikki Middleton

    PA / Administrator

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

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“Nothing was ever too much of a problem for the team, I had their support and they held my hand through the whole process. I was able to move forwardly confidently. Everything single time I needed to get information through to help make the claim, they were right there… the team was great. I was very grateful for having the income protection that I had, I was able to continue to pay the mortgage off and stay on top for the five months I was unable to work.”

Lisa

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

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