Managing Director
Erol brings a high level of expertise and understanding of investment, insurance and financial planning strategies that is second to none. As an investor himself, he prides himself on understanding his client’s goals and working closely with them to achieve their desired outcomes for creating and protecting their wealth. Helping clients reach their financial potential is a main focus of his career.

Partner/Specialist Financial Planner
Agim prides himself on building long term relationships with his clients to help them achieve their goals. Highly values attention to detail and understanding his client’s needs. Agim has a Bachelor of Business, Advanced Diploma of Financial Services and Diploma of Financial Planning.

Partner/Specialist Financial Planner
Oscar’s highest values in both his personal and professional life is honesty and respect. His purpose is to ensure his clients understand how important it is to plan ahead. Firstly to have more control over their investments and to ensure they have a protection strategy in place to protect their families and their own well-being. Overall, the most important aspect that Oscar confers to his clients is for them to make smart and confident decisions with their financial future.

Partner/Specialist Financial Planner
Richard is a sociable, driven and highly motivated individual who enjoys working in dynamics where there is a central focus on enhancing financial outcomes. Richard also prides himself on making sure that his clients are well educated, so that they are able to make knowledgeable decisions regarding their future. Most importantly, he enjoys working closely with clients making outcomes effortless by assisting them every step of the way.

Senior Financial Planner
James is passionate about providing solutions around creating and protecting wealth. James prides himself on understanding his client’s goals and needs. He works closely with his clients to make it a memorable and enjoyable experience.

Financial Planner
Brandon is dedicated to helping clients achieve their financial goals by providing tailored advice for both immediate and long-term needs. He holds a Bachelor’s degree, a Graduate Diploma, and a Master’s degree in Financial Planning. His passion for guiding individuals toward financial security is what drives his commitment to the profession.
With a strong focus on continuous education, Brandon develops customised strategies to suit each client’s unique circumstances. Outside of his profession, he enjoys traveling, has a strong passion for sports, and loves spending time with family and friends. His client-centric approach ensures that individuals receive well-informed, personalised advice to support their financial success.

Financial Planner
Joshua prides himself on exceptional customer service. He understands that at the heart of every sustainable and long term plan lies the goals and aspirations of his clients. He takes his time to thoroughly educate his clients and help them achieve their financial goals.

Financial Planner
With a strong focus on client satisfaction, Mitchell goes above and beyond to provide exceptional service. By taking a deep dive into each client's unique financial landscape, he crafts sustainable, forward-looking plans that lay the foundation for their lasting financial success.
Mitchell is FASEA qualified, has a Masters in Financial Planning, Bachelor’s in Law, a Bachelor's in Commerce.

Financial Planner
Penelope prides herself on nurturing and educating her clients to achieve and future-proof their financial goals. Her empathy and guidance provides clarity and clear direction to her clients in navigating their financial situation, offering tailored solutions that empowers her clients to reach their goals for both themselves and their families' financial futures.
Penelope is FASEA qualified, has a Bachelor's in Commerce, majoring in Financial Planning and Finance.

Meet the team.