Our Team

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JULIAN BATTISTELLA

CFP® FSSA® Grad Dip FP JP

SENIOR FINANCIAL PLANNER & TAX (FINANCIAL) ADVISER

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DECLAN FREEMAN

BBus (FP) Adv Dip (FP)

FINANCIAL PLANNER (PROVISIONAL)

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JULIA LIDGETT

BSc Dip Ed

CLIENT SERVICES MANAGER

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FIONA GUEST

MSC BBUS (FIN PLAN)

PARAPLANNER

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JESSE BATTISTELLA



CLIENT SERVICES OFFICER

We look forward to working with you to achieve your goals.