David Camilleri is a CERTIFIED FINANCIAL PLANNER® professional and has over 20 years experience in the financial services industry. He is a specialist in investment and retirement planning. He is a member of the Financial Planning Association of Australia (FPA) and Australian & New Zealand Institute of Insurance and Finance.

Vicki manages our administration and client systems tasks that involves preparing client reports, client correspondence and managing appointments.

Kellie will be your first point of contact. Assisting with your general inquiries and managing appointments.