Our team consists of five experienced and qualified Advisers, a Practice Manager, Para-planners, Client Services staff and a Finance and Accounts officer.

The advisers are:

Michelle Veitch - Michelle is a partner in the business. She has been an Adviser in the financial services industry since 1999. Michelle has been awarded the 2012 Value of Advice award for Charter Financial Planning in South Australia. She was a finalist in the AFA Female Excellence in Advice Award in 2011, the Gerald Lipmann Award Winner and AXA Australia's Adviser of the Year for 2009 and was South Australia's AXA Adviser of the Year in 2005. She has completed her Diploma of Financial Planning and is also a Certified Practitioner of Neuro Linguistic Programming Business Communications.

Paul Bubner - Paul is a partner in the business. He has been an Adviser in the financial services industry since 1995. Paul has completed subjects one through to six of the Diploma of Financial Planning and is also a Certified Practitioner of Neuro Linguistic Programming Business Communications.

Peter Knowling - Peter has been an Adviser with our group since 2009 and in the financial services industry since 1974. He has vast experience, is a Certified Financial Planner and is now advising a number of key clients. Peter is also a Certified Practitioner of Neuro Linguistic Programming Business Communications.

James Rundle - James joined our group in 2009 and has been an Adviser since 2010. James' qualifications cover a range of insurance, savings and superannuation matters. He is also a key person for our ongoing client service program.

Adam Morton - Adam commenced as an Adviser in the financial services industry in 2001. Adam is a key person in our ongoing client service program and his qualifications cover a range of insurance, savings and superannuation matters.

Our caring and experienced support staff include:

Pina Bubner - Client Liaison

Nikki McCracken - Paraplanner

Tim Haselum – Paraplanner / Adviser Associate 

Michael Curnow - Paraplanner / Adviser Associate

Helen Bryant – Client Liaison / Administration Officer 

Judy Koch - Finance and Accounts Officer

Craig Cox - Systems and Procedures Manager

Tess Mellow - Executive Assistant

Tess Lawson - Receptionist / Administration Assistant

Stephanie Moore - Receptionist / Administration Assistant

Waverley Palmer - Junior Administration Officer