Meet our team

Watch video biographies of our Practice Principals and Financial Advisers below.


Congratulations to our recent award winners

Watch Gerald Lippman winner Dallas Ludeman talk about winning this prestigious award. Read our recent media release.


Watch Value of Advice winner Gene Youl talk about the real case study that lead to his win.

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Meet our practice principals

Gene Youl


Dallas Ludeman


Meet our financial advisers

Carina Lane

Emma Roache