About Us

A little bit about us.

Who we are

We are Cairns locals. We are a team. We are genuine people, just like our clients.  We are a high performing team, always in the pursuit of excellence.

Our client centric service, our successes in business excellence awards, and our top top tier advisers has meant that our firm is recognised as one of Cairns Leading Financial Advice firms.

We pride ourselves on having absolute commitment to helping clients achieve their financial objectives.

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

Meet our Experts

Brent Kelly

Partner/Senior Financial Adviser

Brent Cerutti

Partner/Senior Financial Adviser

Dave Haydon

Partner/Senior Financial Adviser

Ranked amongst Australia's Top 100 Financial Advisers



Meet our Support Staff

Haydn Van Nek

General Manager

Jasmine Cerutti

Accounts Manager

Angela Stewart

Client Services Officer

Bree Strooper

Client Services Officer