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Melbourne

Level 5, 160 Queen Street, Melbourne, VIC, 3000

phone 03 8652 3888

Our Melbourne team understand how important it is for you to make the right decision when it comes to achieving your financial goals. With their experience, you'll have peace of mind knowing your finances are in capable hands.

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Services

financial advice

wealth management

investing

insurance

debt management

superannuation

retirement planning

estate planning

self managed super funds

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Our team

Yvonne Gillam
Senior Financial Adviser

Yvonne have been delivering personal financial advice to clients since 1996. Yvonne offers client focused, comprehensive financial planning solutions on a consultative basis to a range of clients that are diverse in age and needs. Providing the best and most appropriate outcome is linked with building a positive working relationship with clients, which is a critical core component of the financial planning process.

Carolyn Morrison
Senior Financial Adviser

Carolyn has over 10 years experience providing wealth management advice in areas such as superannuation, retirement planning, investment strategies, portfolio management, insurance, social security and tax planning.

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Daniel Stranieri
Senior Financial Adviser

Daniel has over 10 years' experience in the financial services industry. His education includes a Bachelor of Business, Advanced Diploma in Financial Planning, and ongoing professional development in products and self managed super funds.

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Zoe Downs
Senior Financial Adviser

Zoe is a passionate Financial Adviser who believes the most rewarding thing about being a Financial Adviser is seeing the difference she has brought to her client's lives. Zoe's focus is understanding your needs and working to grow your wealth.

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Geoff Sypott
Senior Financial Adviser

Geoff is a Senior Financial Adviser and an enthusiastic team member in our Melbourne office. Geoff has been involved in Financial Advice since 2002 and holds a Bachelor of Business and his Diploma of Financial Planning. It is important to Geoff to help cut through complexities to help ‘every day’ Australians receive advice that they can both understand and to help meet their goals.

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