Our Team

Andrew Stewart

Andrew Stewart

Founding Director

An adaptable and conscientious Adviser, with almost three decades of industry experience.

Ben Hancock

Ben Hancock

Director

A strategic and forward thinking Financial Planner, with over 20 years experience.

Kane Livingstone

Kane Livingstone

Director

A clever, relationship-driven Adviser, with over 10 years’ experience in the financial services.

Jeremy Chiel

Jeremy Chiel

Director

A practical, astute and understanding Adviser, with 16 years experience in the industry.

Steve-Kellaway

Steven Kellaway

Partner

A strategic and results-focused Credit Adviser with over 17 years’ financial services experience.

Martin Baker

Martin Baker

Partner

A passionate and conscientious adviser, specialising in investment advice, with a proven track record with many years’ experience in the financial services industry.

Declan Baker

Declan Baker

Partner

An applied, dedicated and understanding Adviser, with 10 years experience in the financial services industry.

Michelle Poulsen

Michelle Poulsen

Partner

A committed, passionate, and relatable Adviser, with over 25 years of financial services industry experience with 10 years in financial planning.

Steve Putt

Steven Putt

Partner

A practical and progressive Adviser, with over 20 years of industry experience.

David Peck

David Peck

Senior Financial Adviser

David is a skilled strategic thinker who cares deeply about his client’s and their financial security.

Phoebe Mumbray

Phoebe Mumbray

Financial Adviser

A diligent and personable team member with a keen eye for detail and financial strategy.

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Taylor Boyce

Financial Adviser

A young, insightful and passionate Adviser who works closely with our Director and Senior Adviser Ben Hancock who has over 17 years of experience in the financial services industry.

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Nick Webb

Director

An insightful, personable, and detail-oriented Financial Adviser with a proven track record in the financial services industry.

Libby-Gair

Libby Gair

Implementation Officer/Paraplanner

A reliable, organised and committed team member who always strives to deliver timely, professional service to all clients.