Our Advisers are members of the Financial Planning Association of Australia or the Association of Financial Advisers and have undertaken to abide by a Code of Conduct that governs their professional practice and behaviour.
They have committed to undertake professional development that exceeds the mandated regulatory requirement and have access to extensive training and professional development opportunities. We are proud of our culture of continuous improvement through formal education and ongoing professional development, mentoring and training for our team.
Directors
Cyril Thomasson
Founder/Principal
Bill Allen
Partner
Penny Farrell
Managing DirectorFinancial Planners
Jim Farrell
Partner Planner
Juan Van Deventer
Senior Planner/Investment Manager
