The team

Key Personnel

Our highly experienced team has more than 40 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

David Lannen - CFP DipFP

Partner and Financial Adviser

 

Barie Barolli – Dip FP

Aged Care Specialist

Our Staff

Tanya Godfrey - B Bus(Acc)

Chief Financial Officer 

Sheree Dangri

Client Services

Louise Campbell

Client Services