We bring a wealth of experience and expertise to help you make informed, confident decisions about your financial future. Our team are experts in simplifying complex financial matters, providing clear, practical strategies that create a straightforward roadmap towards achieving your goals.
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ANDREW CAULFIELD
Senior Financial Planner
Qualifications
Diploma of Financial Planning
Bachelor of Arts
Areas of Expertise
Andrew has over 25 years of experience across all facets of financial planning, from straightforward advice to complex strategies. His expertise includes Self-Managed Super Funds (SMSFs) and family trusts, enabling him to deliver tailored, structured financial solutions.
Personal Interests
Outside of work, Andrew enjoys following rugby league and has a keen interest in tennis.
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CLINT ROBINSON
Senior Financial Planner
Qualifications
Advanced Diploma of Financial Planning
Diploma of Finance and Mortgage Broking Management
Areas of Expertise
Clint brings more than 20 years of experience in financial planning, with expertise spanning both simple and complex strategies. His knowledge includes Self-Managed Super Funds (SMSFs), supporting clients with sophisticated investment and wealth-building approaches.
Personal Interests
Outside of work, Clint enjoys travel and being active.
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MATHEW GALE
Senior Financial Planner
Qualifications
Master’s of Financial Planning
Areas of Expertise
Mathew has over 25 years of experience delivering financial advice across a wide range of client needs, from straightforward planning to more complex strategies. His expertise includes Self-Managed Super Funds (SMSFs), with a focus on practical, outcome-driven solutions.
Personal Interests
Outside of work, Mathew enjoys snow skiing and travelling.
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SHARON BATHIS
Senior Financial Planner
Qualifications
Master’s of Financial Planning
Areas of Expertise
Sharon has more than 10 years of experience in financial planning, specialising in accumulation, insurance and retirement planning. Her key areas of expertise include aged care advice and navigating through Centrelink issues, helping clients navigate important life transitions with confidence.
Personal Interests
Outside of work, Sharon follows rugby league and enjoys kayaking.
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SIM CHAN
Senior Financial Planner & Mortgage Broker
Qualifications
Advanced Diploma of Financial Planning
Diploma of Finance and Mortgage Broking Management
Bachelor of Economics
Areas of Expertise
Sim has over 15 years of experience in financial planning and lending, Her expertise includes Self-Managed Super Funds (SMSFs), and mortgage solutions, providing clients with integrated financial and lending strategies.
Personal Interests
Outside of work, Sim enjoys travelling and listening to R&B music.