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Financial Planner Profiles

In the section you can click on a link below to view the professional profiles of our Sydney based financial planners in PDF form. If you are seeing one of our Wollongong based financial planners, you can view their profiles on our website in the "meet our financial planners" section of our website.

Of our Sydney based financial planners, Michal Bodi and Leigh Morris, also service the Illawarra region.

Download a printable version of the financial planners' profiles:

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Most Trusted Advisor 2014
Most Trusted Advisor 2015
Most Trusted Advisor 2016
Most Trusted Advisor 2017
Most Trusted Advisor 2018