I enjoy assisting clients work through the complexities of tax, superannuation, Centrelink and investment options so they can have a comfortable and secure lifestyle in retirement.

Ian Nettle

    Financial Planner SSFS

Your executive team

Michael Monaghan
Managing Director

Richard Dinham
Chief Investment Officer

Jason Andriessen
General Manager, Marketing, Product and Advice

Terry Reid
General Manager, Corporate Development

Sean Bradley
Acting General Manager, Financial Planning

Helen Harms
General Manager, Information Technology

Karen Hughes
Company Secretary

Tracy Murphy
General Manager, Human Resources

John Clark
Chief Financial Officer