Quick links img
image
Calculators & tools img
Contact us img
  • Call us on (08) 9213 4567
  • Send us an email

The team

image image

Key Personnel

Our highly experienced team has combined industry experience of over 100 years. 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

Jay Manley CFP Dip FP

Jay Manley CFP Dip FP
Managing Director - Certified Financial Planner

More details...

David Freakley CFP Dip FP

David Freakley CFP Dip FP
Financial Planner

More details...

Our staff

Denise Oldfield

Denise Oldfield
Paraplanner and Client Services Officer

More details...

Beate Coughlin

Beate Coughlin
Client Services Officer

More details...

Emma Newhouse

Emma Newhouse
Associate

More details...