Our Team

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.


Cyril Thomasson

Founder / Principal – Financial Adviser

Bill Allen

Partner - Financial Adviser

Financial Advisors

Jim Farrell

Senior Financial Adviser

Dimitri Kondilis

Financial Adviser

Barry Lucas

Barry Lucas

Financial Adviser

Management Team

Diane Thomasson

Chief Financial Officer

Penny Farrell

General Manager and Marketing & HR Manager

Bonny Allen

Operations and Compliance Manager

Andrew Morris

Andrew Morris

Business Advice Manager

Client Services

Kylie Tomlinson

Kylie Tomlinson

Client Services Manager & Office Manager

Donna Heilmann

Client Services

2015 Employee of the year

Kate Ewings

Senior Paraplanner / Client Services

Miranda Woods

Paraplanner / Client Services