At the very heart of our approach is a team that believes in what we do, striving to deliver our promise.
Anthony Warr Managing Director
“I believe successful financial and wealth management starts with purpose, and this is only possible with clarity around values and goals. This is where we begin.”
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Sam Hunt Director & Head of Investments
“I have a genuine desire to help our clients achieve what is most important to them, by giving them clarity around the important financial decisions they face.”
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Bianca Musico Senior Advisor & Head of Advice
“I joined this profession with the vision to assist people in achieving both their personal and financial goals throughout life”.
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Aaron Viney ASSOCIATE ADVISOR
Department: Advisory
“For me, financial advice is about the journey of building, protecting and maximising wealth, creating a life you truly want to lead. ”
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Victoria Piper Technical Analyst
Department: Support
“It is truly fulfilling to work alongside a team of passionate and driven professionals to assist our clients in achieving their goals.”
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Zoe Vincent CLIENT SERVICES LEADER
“Helping our clients manage their financial life can be challenging. Trust and responsibility are two key values required to effectively do this, and two I believe I can promise to our clients.”
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Jenni Trajcevski CLIENT SERVICES
Department: Support
“I believe to provide real service you must have sincerity and integrity, and treat each client like family. As with my own family I only want the best for them”
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George Tallis CLIENT SERVICES
Department: Support
“I genuinely believe that doing what is best for the client is the most effective way to achieve mutual success.”
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Marina Warr BUSINESS MANAGER
Department: Support
“I love being part of a team of great people who are passionate about making a difference to their clients’ lives.”
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Janet Hicks Finance Manager
Department: Support
“I joined the team in May 2020 working from home and no usual office shot. So I found this one from circa early 90’s when I started as a graduate accountant at BHP!”
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Bruce Anderson Independent Board Member
Department: Board
“My life purpose is to assist individuals, teams and organisations fulfil their potential.”
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