Our People

Our values and our clients’ interests underpin everything we do. We keep our word, and when you put your trust in us we’ve got your back.

Jason Brooks
Phone:
02 6545 9899
Office:
12/37 York Street, Sydney NSW 2000
Area of Service
  • Business Succession
  • Investment Planning
  • Wealth Management
Luke Volker
Phone:
02 6545 9899
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Financial Planning
  • Funding Strategies
  • Investment Advice
  • Personal Insurance
  • Retirement Planning
  • Superannuation
Caitlin Hall
Phone:
02 6545 9899
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Financial Planning
  • Investment Advice
  • Investment Planning
  • Personal Insurance
  • Retirement Planning
  • Superannuation
Tony Ottavio
Office:
205/1 Erskineville Road, Newtown NSW 2042
Area of Service
  • Business Loans
  • Construction Loans
  • Equities
  • Financial Planning
  • Home Loans
  • Personal Insurance
  • Superannuation
Tim Johnson
Phone:
02 6545 9899
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Agribusiness Finance
  • Business Loans
  • Construction Loans
  • Home Loans
Gian Ottavio
Office:
205/1 Erskineville Road, Newtown NSW 2042
Area of Service
  • Business Loans
  • Construction Loans
  • Equities
  • Financial Planning
  • Home Loans
  • Personal Insurance
  • Superannuation
Peter Tumbers
Phone:
02 6545 9899
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Agricultural Equipment
  • Earth Moving
  • Fit Outs
  • Mining
  • Personal Loans
  • Vehicles
  • Yellow Goods
Jade Briggs
Phone:
02 6545 9899
Office:
Location 130 Liverpool Street, Scone NSW 2337
Area of Service
  • Home Loans
Rosemary Nicholas
Office:
205/1 Erskineville Road, Newtown NSW 2042
Area of Service
  • Business Loans
  • Construction Loans
  • Equities
  • Financial Planning
  • Home Loans
  • Personal Insurance
  • Superannuation
Sandra Elliott
Phone:
02 6545 9899
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Customer Service
Amy Atkins
Phone:
02 6545 9899
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Customer Service
Charlie Brooks
Office:
12/37 York Street, Sydney NSW 2000
Tom Brooks
Office:
12/37 York Street, Sydney NSW 2000

No matter what life stage you are in, you likely have goals you want to achieve, and we can help you.

ABOUT US