Our team
Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.
Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.
Authorised Representative
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Mike has over 35 years of experience in the financial services industry in various roles involving financial product development, distribution management, marketing, compliance and advice.
This has given Mike a deep and unique understanding of financial services from the inner workings of insurance companies to working with his clients in addressing their insurance needs and supplying the information that allows them to understand what they have and why they have it.
Mike believes in specialisation and offers comprehensive, tailored advice in the areas of personal insurance and business wills.
He has also established “partnerships” with like-minded professionals in other areas of the financial services industry and this allows for a seamless offering of services to his clients by quality professionals.
Mike is a graduate of Business from QUT, holds a Master of Business Administration from QUT and has a Diploma of Financial Services.
Authorised Representative
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Tanaya holds a Bachelor of Commerce (Finance & Marketing), Diploma and Advanced Diploma of Financial Planning.
Tanaya is a holistic financial adviser in all stages of life - wealth building, wealth protection and wealth longevity. Her client’s needs are at the forefront of every strategy discussed and through this, long term success is gained.
Tanaya has been in the financial services industry in excess of 15 years holding positions with BankWest, BT Funds Management and Millennium3 Financial Services Group.