About Us

Who we are

We are Cairns locals. We are a team. We are genuine people, just like our clients. 

As part of a national collective of high quality advice practices, we help clients access best-in-class investment advice and strategic solutions. We use highly disciplined, analytical and dependable processes to create personalised strategies to maximise your wealth potential.

We provide a suite of wealth creation and management solutions that help our clients confidently invest their money, leveraging our two-decade legacy of securing our clients’ financial futures.

We are committed to the local community. We are Rotarians, members of P&F’s and hold board positions in local charities and organisations.

Meet our Experts

Brent Kelly

Managing Partner/Senior Financial Adviser

Brent Cerutti

Partner/Senior Financial Adviser

Karla Calleja

Associate

Breanna Strooper

Associate

Meet our Support Staff

Meet the other professionals that support out business to ensure our clients’ needs are met with a high level of compliance and professionalism.

Angela Stewart

Client Services Officer

Kyle Greenwood

Client Services Officer

Shang Noel

Paraplanner

Jasmine Cerutti

Accounts Manager

Samantha Lam

Client Services Officer

Haydn van Nek

Operations Manager