Complimentary consultation
We look forward to meeting you! Contact us to book your first consultation is a complimentary discussion about your goals, experiences and financial future.
We make complicated advice simple.
Our team of experts
Michael Frewin
Director – Senior Financial Adviser
Michael has nearly two decades of experience as a Financial Adviser. With extensive technical and strategic knowledge base. He believes in holistic financial advice that provides a complete and beneficial outcome for the client. Specific specialisations include Retirement Planning, Portfolio Management, Business sales and risk management.
Qualifications and accreditations
Daniel Carter
Senior Financial Adviser
Dan has decades of experience working as a Financial Adviser in areas including maximising Centrelink Age Pension entitlements, retirement planning, tax minimisation, portfolio management and cash flow modelling
Qualifications and accreditations
- FPA Member
- Graduate Diploma of Financial Planning
Stella Wright
Senior Paraplanner
Stella is the technical ‘go-to’ person for the practice.
With extensive experience with strategic financial advice and over 10 years of
experience, she helps clients to fully realise the benefits of financial
advice.
Angelina Shigrov
Client Service Officer
Angelina started in the financial advice profession in 2005 and is a key member of the client services team. She assists with any client queries and provides key support in the preparation of advice documents and as well as ongoing services. She is working towards a Diploma of Paraplanning and is always happy to have a friendly chat.