Brady joins us as a Financial Planning Associate, bringing a wealth of knowledge and a fresh perspective to our growing practice. Brady recently completed a Bachelor of Business, majoring in Financial Planning and Accounting, and has gained valuable experience working in client services roles within the financial planning industry…
David is returning to the Sunshine Coast after spending some time in Canberra, where he gained valuable experience in client service and management. With his expertise and passion for customer care, David is a fantastic addition to our team.
Greg brings valuable experience in client services, with a strong background in working with retirees. He’s committed to building meaningful relationships and providing high-quality support tailored to each client’s needs.
