About us
Long serving team of professional advisers, specialising in financial planning, investment advice, risk insurance and self managed superannuation.
Collectively our advisers have over 160 years of financial planning experience.
Trusted to manage over $500 million of client funds
Come meet us up close
Margaret Barnesby-Johnson
Adviser, Director
MAppFin
Margaret has been providing financial advice since 1984. She holds a Master of Applied Finance from Macquarie University as well as a Master of Leadership and Management from Curtin University. With these qualifications and experience she is well qualified to help clients achieve their financial goals.
Andrew Prince
Adviser, Director
CFP
Andrew has been providing financial advice since 1992. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification. He has completed a Diploma of Financial Planning, with these qualifications and experience he is well qualified to help clients achieve their financial goals.
Stuart Fulton
Adviser, Director
CFP
Stuart has been providing financial advice since 1987. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification. He has completed a Diploma of Financial Planning. With these qualifications and experience he is well qualified to help clients achieve their financial goals.
Mr Alwyn Barnesby
Mentor & Patron
Alwyn has more than 30 years of financial planning experience and is considered an icon in the wealth management industry. Alwyn has a Bachelor of Arts/Economics and a Diploma of Educational Administration. He is a Senior Associate of the Financial Institute of Australia (FINSA) and has been an Affiliate of the Securities Institute of Australia since 1983.
Gloria Fulton
Receptionist
Alvina Wang
Client Services
Adam Fulton
Administration Assistant
Richard McLean
Senior Paraplanner
Philippa Ives
Administration Assistant
Freda Louise
Paraplanner
Gaby Theng
CPA
Jerome Yeo
CPA
Rachel Lo
CPA