Welcome to our team

I’ve been a leader and innovator of the financial services industry for almost 2 decades, as a stockbroker from 1997–2007 and as a financial adviser from 2008.

I’m passionate about business, travel and life, but most of all, I love helping people make smart choices with their life and finances.

Challenging myself, building long-lasting relationships, and seeing my successes mirrored in my clients reinforces why I do what I do.

Managing money comes down to basic psychology-understand how it works, know what you want it for and consistently apply the key principles to get the most out of it

Affectionally known as our “Systems Guru,” Jarrod is currently studying at the University of Wollongong completing his bachelor of commerce in financial planning and finance, where he matches his hunger for knowledge with his eagerness to solve problems.

Customer service is at the core of everything Jarrod does. His top priority is to make clients successful and to ensure their experience is consistently positive by delivering high quality, speedy and personable support.

Jarrod loves spending time with his girlfriend, family and friends and playing football for his local club in Thirroul. In his spare time, he enjoys good coffee, trying any burger he can get his hands on and live music.

Leanne believes that education in financial matters is of paramount importance to people of all ages and walks of life. Her view is that financial management strategies that are carefully constructed and most importantly, understandable, can benefit those seeking assistance to achieve their financial goals.

She enjoys travelling and SCUBA diving in the South Pacific