David Schultz (FChFP) (JP)

Co-Founder, Director and Principal Adviser

With over 27 years’ experience in financial services, Dave has built up an extensive level of expertise through a number of successful advice and leadership roles within some of the most recognisable companies in the industry.

Dave has a passion for ensuring his clients are provided with the most suitable advice and ensures all recommendations are underpinned with an appropriate risk management strategy.

Dave is married to Tegan, has 3 children and lives in the Adelaide Hills. He is involved in a number of community organisations. He is also a Justice of the Peace in SA and Fellow Chartered Financial Practitioner.

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Tegan Schultz

Co-Founder

With many years’ experience in administration and leadership roles within the financial services industry, Tegan has developed the skills to ensure all finance and business services functions are undertaken in a timely and effective manner.

Originally Tegan managed the Client Services function; however her role has changed to become responsible for the financial management of the practice.

This role has provided her with an overall understanding of the end to end advice practices and processes of the business allowing her to easily manage the day to day financial requirements.

Simon Jones

Operations Manager

Andrew Hentschke

Financial Adviser

Venny Langlands

Financial Adviser

Tom Richardson

Financial Adviser

Andrea Harris

Technical Research and Advice Development

Elmarie Herselman

Client Service Officer

Anthony Hill

Client Service Officer