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Our Team
Overview
Senior Management
Financial Advisers
Taxation Managers
Consultants & Platforms

Our Consultants

  • Legal – Clayton Utz
  • Taxation and Accounting – Ernest & Young

Investment Administration Platform

  • Aviva Australia Ltd

Banking Platforms

  • Wide Bay Australia Limited
  • Colonial Geared Investments
  • St George

Banking Platforms

  • Wide Bay Australia Limited
  • Colonial Geared Investments
  • St George

Associations/Memberships

  • Principal Member of the Financial Planning Association since 2004
  • Member of the Financial Industry Complaints System
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