Financial Advisors Canberra - ACT

Our people

    Lee Eaton - Director, Head of Canberra Financial Advisory

    Lee Eaton has considerable expertise across all areas of financial advisory including financial planning strategies, personal tax management, superannuation and retirement planning, wealth accumulation strategies and insurance. Having provided financial strategy advice to a significant number of Canberra clients, including self managed super fund members, public servants, self employed contractors and small business operators, Lee is well placed to lead the Canberra Financial Advisory team.

     

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    Keith Jorgensen - Executive Financial Advisor

    Keith’s primary role is to provide comprehensive strategic financial advice to a portfolio of clients tailored to their individual needs and goals.

     

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    Sally Chen - Financial Advisor

    Sally provides strategic financial and superannuation advice tailored to client’s individual needs and objectives. She specialises in tax effective wealth creation for clients of all ages, transition to retirement planning and personal insurance.

     

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    Jarrad Collins - Financial Advisor

    Jarrad provides a high level of detailed strategic financial advice to clients tailored to their individual needs and goals. Jarrad has significant experience in defined benefit super schemes including the CSS, PSS, MSBS, DFRDB and Unisuper schemes. He also specialises in transition to retirement strategies as well as wealth protection and investment structuring.

     

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    David Gray - Financial Advisor

    A highly experienced and senior self managed super fund accountant, David brings a wealth of knowledge to the Canberra Financial Advisory team.

     

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    Ishara Rupasinghe - Financial Advisor

    Ishara provides strategic financial advice to clients tailored to their individual needs and goals. She specialises in a range of pre- and post-retirement strategies, including maximising clients’ personal and superannuation financial positions, ComSuper defined benefit schemes and personal insurance.

     

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