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Rachel Murray Financial Planning Support Officer

Rachel Murray Financial Planning Support Officer

Mar 18, 2021

Rachel has been working in the financial planning industry and predominantly the property sector for several years and has extensive administrative experience. Rachel works closely with the financial advisers and is passionate about assisting clients work toward their... read more
Sally Berthelsen SMSF Administrator

Sally Berthelsen SMSF Administrator

Mar 04, 2021

Sally has been working in the accounting industry since 2002. As a Chartered Accountant and SMSF Specialist, she enjoys helping clients navigate and understand the often complex SMSF and tax rules so they can be confident of their compliance with the relevant... read more
Matthew Suters Financial Advisor

Matthew Suters Financial Advisor

Mar 03, 2021

Matthew has over 20 years’ experience in the financial services industry. Matthew enjoys helping clients plan for the future and uses his extensive experience to take away the complexity and jargon, so they can have the confidence in their plans and peace of mind for... read more
Steven Baker Financial Advisor

Steven Baker Financial Advisor

Nov 11, 2020

Previous to financial planning, Steve had 13 year career with the ANZ Bank, which included branch management, business and personal lending. He holds a Diploma in Financial Planning, as well as the qualification of Certified Financial Planner. Steve has extensive... read more
John Robertson Financial Advisor

John Robertson Financial Advisor

Oct 22, 2020

John has spent over three decades working in his private clients’ best interest at Robertson Group Australia, Godfrey Pembroke, ANZ, Morgan Stanley Smith Barney and now at Oracle. John has extensive experience in equities research, banking, finance, insurance,... read more
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