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:
0429 606 851
Office:
12/37 York Street, Sydney NSW 2000
Area of Service
  • Business Succession
  • Financial Planning
  • Home Loans
  • Insurance
  • Investment Planning
  • Wealth Management
Jeff Haydn
Phone:
0423 69 6077
Office:
205/1 Erskineville Road, Newtown NSW 2042
Area of Service
  • Business Loans
  • Construction Loans
  • Finance Business
  • Home Loans
  • Personal Insurance
  • Superannuation
Luke Volker
Phone:
0409 751 067
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Financial Planning
  • Funding Strategies
  • Investment Advice
  • Personal Insurance
  • Retirement Planning
  • Superannuation
Caitlin Hall
Phone:
0409 811 019
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Financial Planning
  • Investment Advice
  • Investment Planning
  • Personal Insurance
  • Retirement Planning
  • Superannuation
Richard Mair
Office:
205/1 Erskineville Road, Newtown NSW 2042
Area of Service
  • Equities
  • Financial Planning
  • Personal Insurance
  • 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:
0400 914 984
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Agribusiness Finance
  • Agricultural Equipment
  • Business Loans
  • Construction Loans
  • Earth Moving
  • Fit Outs
  • Home Loans
  • Mining
  • Personal Loans
  • Vehicles
  • Yellow Goods
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
Jade Briggs
Phone:
0434 630 904
Office:
Location 130 Liverpool Street, Scone NSW 2337
Area of Service
  • Home Loans
Sandra Elliott
Phone:
0420 415 632
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Customer Service
Amy Atkins
Phone:
0419 437 741
Office:
130 Liverpool Street, Scone NSW 2337
Area of Service
  • Customer Service
Charlie Brooks
Office:
130 Liverpool Street, Scone NSW 2337
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