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Staytira Soni Financial Planning Support Officer

Staytira Soni Financial Planning Support Officer

Sep 16, 2021

Staytira has worked in the financial services industry for over 25 years, working across both Banking and Financial Planning industry. Having worked as a Financial Adviser herself for over a decade, she understands the value of good ongoing advice and how it can... 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
Alvin Wong Financial Advisor

Alvin Wong Financial Advisor

Oct 16, 2020

Alvin is a financial advisor with over a decade of industry experience under his belt. He enjoys getting to know his clients on a personal level and helping them achieve their financial goals. Authorised Representative 316313 read more
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