Meet our team

David Schultz (FChFP) (JP)

Director/Financial Adviser

Tegan Schultz

Finance & Business Services Manager

Vikki Axon

Client Services Manager

Clare Keough

Client Services Officer

Christine Lubcke

Adv Dip FS (FP) - Financial Adviser

Dawson Hunt

BBus, BCom, BAppFin – Associate Financial Adviser

Brett Davy

Authorised Representatives