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The team

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Key Personnel

Our highly experienced team has many years of combined experience in financial planning. During this time, we’ve helped many people significantly improve their financial independence and security. Get to know more about our team and how we can help you.

Financial Planners

Mark Giles

Mark Giles
CFP Dip FP Cert Comm FP Cert FB CD

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Our staff

Brent Giles

Brent Giles
Dip FP Cert Fin

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Bob O'Grady-Smith

Bob O'Grady-Smith
Cert III Prop Serv Cert FB

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Leanne Kidd

Leanne Kidd
Customer Service Officer

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Belinda Duff

Belinda Duff
Customer Service Officer

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Rachel Byrne

Rachel Byrne
Customer Service Officer

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