Shane Downey

Shane is a wealth management expert with over 20 years’ industry experience. He specialises in strategic investment and retirement planning. Shane works closely with clients and their professional counsel – including lawyers and accountants – to develop...

Stuart Baddeley

Stuart works with his clients to build and manage their wealth through an in-depth consultative process creating a customised financial roadmap to enable clients to get their financial house in order and to realise a better financial future. Stuart has worked in the...

Turin Howell

Turin understands that his best work comes from really getting to know his clients in an open and friendly environment. He works together with his clients to set goals and come up with an easy to follow plan to achieve them. He enjoys making new connections with...

Wendy Chen

Wendy is passionate about getting to understand her clients’ needs, giving appropriate advice and ultimately helping them to reach their goals. Wendy has over 10 years experience in both public sector and private sector including over 6 years in the financial...