Qualifications
& Memberships
- The Adviser Association
- Association of Financial Advisers (AFA)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
Areas of
Expertise
Estate planning
Insurance
Investments
Retirement
Savings
Self Managed Super Fund
Superannuation
We specialise in Creating and Preserving Wealth, Self Managed Superfunds and Transitioning Wealth from one generation to the next using sophisticated and effective Estate Planning.
We are also keen to give back to the community and participate in the Cancer Council of Australia’s pro-bono program providing financial planning assistance to those in need.
Meet our team
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Susan Ray
Principal Financial Planner
I am the principal of the firm and have specialised in an holistic approach to…
Sarah McMillan
Client Services & Paraplanner
Sarah joined our team in early 2007 as Client Services Manager.
Sarah joined our team in early 2007 as Client Services Manager.
Media
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