Book an Initial Consultation

Schedule a free 45-minute consultation with one of our expert advisers to see how we can help.

Bobby Byrne

SENIOR FINANCIAL ADVISER

BCom (Fin, FinPlan) (Hons), SSA™

Book With Bobby

Expertise:

  • Super & Retirement Planning
  • Tax Minimisation
  • Self-Managed Super Funds (SMSFs)
  • Defined Benefit Schemes
  • Education & Healthcare Professionals
  • UK State and Private Pensions
  • Centrelink Optimisation Strategies
  • Redundancy & Termination Payments

Renowned for his exceptional technical knowledge and strategic mindset, Bobby is known for his professionalism and meticulous attention to detail.

Outside the office, he enjoys surf life saving, running, and travelling.

Justin Wilson

SENIOR FINANCIAL ADVISER

CFP®, BEc, DipFS (FP), LPAC

Book With Justin

Expertise:

  • Super & Retirement Planning
  • Tax Minimisation
  • Defined Benefit Schemes
  • Self-Managed Super Funds (SMSFs)
  • Family Trusts & Private Companies 
  • Sole Traders
  • Education & Healthcare Professionals
  • Redundancy & Termination Payments

Known for his approachable manner and ability to explain complex concepts in simple terms, Justin helps clients feel confident and informed about their transition into retirement.

In his downtime, he enjoys golf and travelling.

Mitch Buckley

SENIOR FINANCIAL ADVISER

CFP®, LLB/BCom, GradDipFP

Book With Mitch

Expertise:

  • Super & Retirement Planning
  • Tax Minimisation
  • Self-Managed Super Funds (SMSFs)
  • Centrelink Optimisation Strategies
  • Business Owners
  • Family Trusts and Companies
  • Executives & Senior Managers
  • Australians Returning from Working Overseas

Mitch is an approachable financial planner who makes financial strategies easy to understand and is highly regarded for his thoughtful, strategic approach to helping clients achieve their goals.

Outside of work he enjoys tennis, golf, and travel.

Philippa Baker

SENIOR FINANCIAL ADVISER

BCom, BFin (Hons), AdvDipFS

Book With Philippa

Expertise:

  • Super & Retirement Planning
  • Tax Minimisation
  • Self-Managed Super Funds (SMSFs)
  • Family Trusts & Private Companies
  • Executives & Senior Management
  • Redundancy Payments
  • Public Servants
  • Education & Healthcare Professionals

Known for her warm, polished, and practical approach, Philippa is a highly experienced holistic adviser who helps clients transition into retirement with confidence and clarity.

Outside of work, she enjoys cycling, trail-running, and camping.

Stephanie Spencer

SENIOR FINANCIAL ADVISER

BCom (Fin, FinPlan), Dip. Bus

Book With Stephanie

Expertise:

  • Super & Retirement Planning
  • Tax Minimisation
  • Family Trusts & Private Companies
  • Self-Managed Super Funds (SMSFs)
  • Centrelink Optimisation Strategies
  • Business Owners
  • Sole Traders
  • Public Servants

Highly analytical and intellectually curious, Stephanie brings genuine care and attention to every client relationship, ensuring tailored, thoughtful advice.

She loves travelling, reading, and expressing her creativity through painting and drawing.

Not sure who to book with?

Call 1300 447 599 or email [email protected] and we’ll make sure the right person helps you.