Our team is a diverse mix of individuals, all passionate about helping individuals and businesses to create financial freedom.
All of our team are qualified, engage on a deeper level to understand our clients and most importantly, they truly care. We feel personally invested in our clients’ success and create financial freedom beyond what our clients thought possible so that they can thrive financially.
Get to know our team.
“I have 14 years’ experience in the role of Adviser Assistant, I love helping our clients and advisers, it is a very rewarding role.”
Stella Zecchin, joined the company in 2007 as an Adviser Assistant and cherishes the challenge of working with the team of Advisers and clients to ensure they are receiving the best level of service possible. Stella at all times demonstrates a high level of attention to detail and is devoted to client satisfaction, responding to and meeting client requests in a timely manner.
Originally studying Clothing Design, after working in the clothing industry for 30 years, Stella moved into financial planning. She has a wealth of experience as an Adviser Assistant, providing Financial Advisers with support and caring for clients. She is also responsible for invoicing and office administration matters.
Stella enjoys spending her spare time with family, bush walking & gardening.