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.