Meet the team

Andrew has been a Financial Adviser since 2001, with extensive experience in insurance solutions and investments both domestically and internationally. He also holds an Advanced Diploma of Financial Services – Financial Planning and a Business Degree from the University of Newcastle. Andrew is a member of the Financial Planning Association and enjoys providing customers with an all-encompassing solution to help their financial needs.

Lee has worked in the financial services industry for more than 20 years, obtaining financial planning experience both here and overseas over a number of years. During this time, Lee has attained an Advanced Diploma of Financial Planning and membership of the Financial Planning Association. Lee appreciates the challenge of creating a planned approach with his clients, helping them towards reaching their goals and objectives.

Megan has worked in the financial services industry since 2007, with experience in Australian and overseas. During this time Megan has built upon her practical experience with the attainment of the Advance Diploma of Financial Planning and has a professional designation with the Association of Financial Advisers of the Fellow Chartered Financial Practitioner (FChFP). Megan is a member of both the Financial Planning Association and Association of Financial Advisers.