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
Receptionist

Michele Szigmund
Client Services Officer

Steve Stolle
Financial Planning Assistant

Callan Townsend
Financial Planning Assistant

Richard Stewart
Business Development Manager

Michael Allchin
Senior Associate Adviser

Scott Cislowski
Associate Adviser

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

Kate Sauer - CFP® AdvDipFS (FP)
Contracted Paraplanner

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 coffee and a complimentary chat about your financial goals.

BOOK A COFFEE

Get in touch or make an appointment

Edgecliff

Suite 13 / 201 
New South Head Rd
Edgecliff
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
Sydney
NSW 2000

02 9328 0876

Wollongong

Suite 5C / 52
Burelli St
Wollongong
NSW 2500

02 4229 8533