Morgan specialises in supporting people through moments of significant personal and financial change. Her work is shaped by a belief that clarity and control matter most during transitions, helping clients navigate uncertainty with practical structure and calm decision-making.
Andre established Wealth Effect Group after deciding the traditional advice model wasn’t serving clients as it should. His work is shaped by a strong belief that financial decisions should support real life choices, not just numbers on a page, particularly for professionals and business owners navigating growth and change.
Aaron grew up on the Gold Coast and brings that local understanding into his work with high-net-worth individuals and families. He focuses on helping clients think beyond short-term outcomes, particularly around the long-term impact of tax decisions and the legacy they want to leave.
Kearsten founded Addi House with the intention of delivering advice that is independent, transparent, and deeply personal. Her work is driven by a strong interest in education and ethics, supporting clients who value understanding their financial position rather than simply delegating decisions.
Mark works with clients whose financial affairs are shaped by significant life or asset events. His approach focuses on identifying blind spots early and planning with a long-term view.
Darren has spent decades building long-term client relationships through practical, personalised financial advice. His career reflects a strong focus on helping clients plan confidently for retirement and major life transitions.
Oliver 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 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 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’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.
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