Strategic Financial Advice Team

Our financial advisers are here to help you find direction, clarity and confidence with your finances. With expertise across a broad range of areas, including building wealth, tax-effective investment strategies, superannuation and pre- and post-retirement planning, we offer a range of flexible options for your financial advice needs.

Nerida_Cole_Managing_Director_Head_of_Advice

Nerida Cole

Managing Director, Head of Advice

Nerida has more than 20 years of industry experience. Through her expertise in strategic financial planning and advice, Nerida has helped individuals and families from diverse...

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Amy Atkinson

Executive Wealth Adviser
BFin, DipFP, CFP®
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Karina Capri

Associate Director
BFin, BEc, DipFP, CFP®
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Jarrad_Collins_Director_Family_Wealth_Management_team

Jarrad Collins

Director
CFP®, BFin, GradDipFP, MAppFin, SSA™
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Erin_Coyle_Director_Family_Wealth_Management_team

Erin Coyle

Director
CFP®, BCom(LibSt), DipFS(FP)
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Daniel Gumley

Associate Director
CFP®, BCom, DipFP
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Damien_Kennedy_Director_Family_Wealth_Management_team

Damien Kennedy

Director
CFP®, BBus(Acc), GradDipFP
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Katie Loveday

Director
BCom, CA
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Ishara_Rupasinghe_Director_Family_Wealth_Management_team

Ishara Rupasinghe

Director
CFP®, BEng(Hons), BCom, GradDipFP
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