About us

Our people
Our advisers are fully qualified experts in personal finance and investment. We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs. Our experience and specialist knowledge helps you make sense of all your options, so you can choose the best solution. We observe a strict and comprehensive Code of Professional Conduct, and are subject to stringent compliance and audit guidelines.

Glen Chater – Adv.Dip (Financial Planning), Dip Fin. Services (Funds Management)

Glen Chater

I have been in the financial services industry for more than 20 years and have gained invaluable experience from various roles covering Superannuation, Pensions, Relationship Management and Financial Advice. With a passion for life and a successful story to tell I can provide holistic advice which has been tried and tested to you and yours no matter what stage of life you are at.

Roberto Larrondo –Ā B.Eco (Bank & fin), M. App Fin (Financial Planning) CFPĀ©

 

 

 

 

 

I have been working in the industry for over 10 years, working in previous roles coveringĀ Investment Research, Economic updates, Para-planning and Advising. I hold a Diploma in Financial Planning, a bachelors degree in Economics, a Masters in Applied Finance (Financial Planning) and am a Certified Financial Planner with the Financial Planning Association. IĀ am passionate about helping people and look forward toĀ helping clients with their financial needs.

 

Our door is always open

You can contact us at any time, particularly if things change. Our team is always available to talk with you.