Financial Planning Services

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B Comm Administrator – our financial wizard with over 15 years accounting industry experience.

Bronwyn James

Administrator

DipFS (FP)
Client Concierge and Associate Planner – drawing on a knowledge base of 17 years industry experience.

Janine McLean

Associate Adviser & Client Concierge

BA, DipFS (FP)
Paraplanner – our story writer of Life Plans and drawing on 18 years industry experience.

Carla Flint

Paraplanner