We take the time to make a difference to your financial future

Meet Our Support Team

Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver a high calibre of advice that really makes a difference in our clients’ lives.

02 9328 0876
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Kylie Gray
Reception & Office Administration

Michele Szigmund
Client Service Officer (CSO)

Steve Stolle
Senior Quality Advice Manager (QAM)

Callan Townsend
Client Relationship Manager (CRM)

Nic Matheson
Client Relationship Manager (CRM)

Jacob Ryan-McCormack
Client Relationship Manager (CRM)

Michael Allchin
Senior Client Relationship Manager (CRM)

Scott Cislowski
Quality Advice Manager (QAM)

Belinda Winwood-Smith - DFP BSc (Merit in IT)
Client Services / Paraplanner

Kate Sauer - CFP® AdvDipFS (FP)
Contracted Paraplanner

Richard Stewart
Business Development Manager

Adelaide Bracey
Operations & Marketing Assistant



Our team are here to support you

If you want to discuss any questions you may have, or book to see your financial planner. Call us directly on 02 9328 0876.


Join us for a friendly chat about your financial goals.


Get in touch or make an appointment


Suite 13 / 201 
New South Head Rd
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
NSW 2000

02 9328 0876

02 9328 0876

Come visit us by appointment at one of our four office locations.