Archives: Profiles

Oliver Temme brings a global perspective to financial planning, shaped by experience in Adelaide, Melbourne, and London. He is known for translating complex advice into clear, structured strategies aligned with client goals.

Raimon Lewandowski combines an accounting background with extensive financial planning experience. He supports clients facing complex decisions with a strong emphasis on structure and informed choice.

Milad Rezaei believes financial advice should clearly demonstrate its value before action is taken. He works closely with clients to build structured strategies that support meaningful change.

Susan O’Neill’s background spans mortgage broking and financial planning, giving her a broad, practical perspective. She focuses on helping clients feel informed and confident as their financial needs evolve.

Danielle Jones is known for her detail-focused approach and strong client relationships. Her experience within a major superannuation fund informs practical, clear financial guidance.

Robert Daniele focuses exclusively on guiding clients through retirement and the years leading into it. His approach centres on simplifying decisions and providing clarity during a major life stage.

Andrew McCracken has over two decades of experience supporting both private clients and not-for-profit organisations with long-term financial decisions. His work includes advising boards and trustees, with a strong focus on understanding each client’s circumstances before shaping strategy.

Stevie-Jade’s approach blends analytical problem-solving with a strong interest in how money supports real-life outcomes. Alongside client work, she has played a role in developing other advisers, reflecting a broader commitment to thoughtful, personalised advice beyond traditional models.

Josh’s work is shaped by an interest in momentum and progress, both personally and professionally. He is drawn to clients who want to move forward decisively, using financial planning as a framework to support ambition, change, and long-term lifestyle direction.

Matthew brings a technically grounded perspective shaped by advanced study and hands-on experience with complex life stages. He is particularly motivated by helping people navigate periods of uncertainty, ensuring financial decisions remain practical, considered, and aligned with long-term direction.