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Our team list

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Meet The Team

Your goals matter, your values matter and your thoughts matter. I am a goals-based adviser and that is where we start. The areas that I believe make a difference (in order of priority) are money management (cashflow), strategy, asset allocation and products (note that products are last in priority).

“"Andrew provided my family with excellent financial services and advice over some 10 years. I would not hesitate to recommend Andrew as a trustworthy advisor who truly looks after clients' interests. When we relocated from Singapore to Melbourne some years ago, Andrew kindly provided the necessary financial services and advise with home purchase and superannuation."”

David65+ years, Frankston, VIC
CEO, Founder

Phil Martinez

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CFO, Partner

Alex Smith

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Associate

Kara Cohen

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Office Manager

Justin Klein

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Designer

Andy Morris

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