Quick links img
Contact us img
  • Call us on 08 8260 2687
  • Send us an email

The team

image image

Key Personnel

Our highly experienced team has 33 years of combined experience in financial planning. During this time, we’ve helped many people significantly improve their financial independence and security. Get to know more about our team and how we can help you.

Financial Planners

Kristie Peters

Kristie Peters
Principal

More details...

Shane Peters

Shane Peters
Principal

More details...

Our staff

Chris Knight

Chris Knight
Administration Officer

More details...