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

Managing Partner/Senior Financial Adviser

Brent Cerutti

Partner/Senior Financial Adviser

Breanna Strooper

Associate / Senior Client Services Officer

Karla Calleja

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

Jessica Smiley

Client Services Officer

Jasmine Cerutti

Accounts Manager