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.
Raimon Lewandowski
Susan O’Neill
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.
Milad Rezaei
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.
Danielle Jones
Danielle’s known for her detail-focused approach and strong client relationships. Her experience within a major superannuation fund informs practical, clear financial guidance.
Robert Daniele
Robert 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
Andrew 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.
Josh Wingrove
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.
Stevie-Jade Turner
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.
Matthew Jacobson
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.
Campbell Sorell
Campbell’s career spans advisory leadership, accounting, and industry contribution, shaping a perspective that extends beyond individual financial outcomes. He is motivated by helping people and organisations make deliberate decisions that balance personal goals with long-term responsibility and impact.
