Our team is dedicated to providing a high level of professional personal advice to our clients. Developing and maintaining our expertise through continued education and research is paramount in providing this level of service. All of our advisors are CERTIFIED FINANCIAL PLANNER™ practitioners of the Financial Planning Association and we regularly attend technical seminars and conferences.

Andrew R Gricks B Com., F Fin, FTIA, CFP®, PNA
Managing Director

Tony Muller CFP®, Dip FP
Director

Petrina Rinaldo CFP®, Dip FP
Executive Director

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