CFP®, CPA, FCIS, FTIA, CA
Director
Bruno has a broad range of experience in senior accounting and financial planning roles in both business and private practice. He has worked for companies including Litten Industries, Mobil, Anderson Consulting, Vokes, Repco Minster Carpets, National Consolidated and JSP Partners. He has been a practicing accountant for over 30 years and has held a proper authority for over 21 years. |
- CFP®, LRS, SA Fin, AFA
Director
Andrew has worked in the Investment Management and Financial Planning Divisions of a variety of leading Australian companies including, National Australia Financial Management, Norwich Union, AMP, Bank of Melbourne and Westpac. He has held a proper authority for over 16 years. |
- BA Sc (Mgt), Grad Dip (Bus Mgt), Dip FS (Fin Plan), SIA (Aff)
Business Administration Manager
Kathy has a range of experience in both retail and corporate. She spent the last 8 years working in the compliance and insurance divisions for both AMP and GIO. |