Meet the Team

Our firm has a proven reputation in Customer Service.

Who are we?

We are Cairns locals. We are a team. We are genuine people, just like our clients.  We have a proven reputation in satisfied clients. 2022 Finalists for the Cairns Chamber of Commerce Excellence Awards – Customer Service in Professional Services.

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

Meet the Professionals that Support our Business

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

The Principals Community

Providing high level Governance and compliance support.

Quilla Consulting

Providing independent investment research and strategic implementation.

Fourth Line

Providing arm’s length compliance oversight. 

Fin365

Providing cutting edge CRM systems and helping us utilize AI efficiency and productivity.

One Degree Paraplanning

Providing advice document and paraplanning services.