Meet the Team

Our firm has over 70 years combined experience in the finance industry.

Who we are.

We are locals providing solutions to our client’s financial planning needs.

We are professional and dedicated to quality, value for money advice for our clients.

Meet our Experts.

Brent Kelly

Managing Partner/Senior Financial Adviser

Brent Cerutti

Partner/Senior Financial Adviser

Dave Haydon

Senior Financial Adviser

Bronson Hills

Financial Adviser

Meet our Support Staff.

Haydn Van Nek

Office Manager

Jasmine Cerruti

Accounts Manager/ Administrator

Leanda Kayees

Paraplanner

Naomi O’Dea

Client Services Officer