Our financial planners speak your language – we work hard to understand your needs and provide you with clear recommendations. We are here to help you.

Here are the different ways that you can engage with our financial advice services.

Name Title Qualifications  Office location
Oya Guney Financial Advice Manager & Senior Financial Planner Bachelor of Laws, Diploma of Financial Advice (DFA) Burwood NSW
Tina Tran Financial Planner Bachelor of Commerce (Accounting), Diploma of Financial Advice (DFP), Certificate IV  Training and Assessment Burwood NSW
Boris Tesanovic Senior Financial Planner Bachelor of Commerce (Finance & Economics), Advanced Diploma of Financial Planning (ADFP), Diploma of Financial Services (Financial Planning) Burwood NSW
Thomas Rouse Financial Planner BSC Mathematics with Economics (Honours), Master of Business Administration (MBA) Burwood NSW
Tim Poole Head of Financial Advice Certified Financial Planner, Chartered Accountant, Bachelor of Economics (UQ), Bachelor of Commerce (UQ) Brisbane QLD
Sonya White Financial Planner Bachelor of Commerce (Accounting and Industrial Relations), Certified Practicing Accountant, Justice of Peace (qualified) Brisbane QLD
Joleene Stockwell Financial Planner Master of Education (TESOL), Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Planning Perth WA
Robert Rocca Financial Planner Post Graduate Certificate in Financial Planning, Post Graduate Certificate in Finance, Advanced Diploma of Financial Planning Perth WA
Hugh Keenan Financial Planner Bachelor of Business Economics (Marketing), Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Services (Financial Planning) Brisbane QLD
Alan Zheng Associate Planner Diploma of Business, Diploma of Financial Planning Over the phone adviser
Paul Sharp Associate Planner MA (Oxon), MBA (London Business School), Advanced Diploma of Financial Services (Financial Planning) Over the phone adviser
Mat Wu Associate Planner Bachelor of Commerce (Actuarial Studies)/Bachelor of Applied Finance, Diploma of Financial Services (Financial Planning)
Over the phone adviser
Adam Frost  Associate Planner  Bachelor of Economics, Diploma of Financial Planning  Over the phone adviser
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