About us

Get to know us

Seeing further starts with understanding your whole picture.

How we help Meet the team

How we can help

We focus on three core outcomes for you

Understanding

See further

Understanding your finances starts with understanding the bigger picture.

We help you connect all the moving parts of your financial world so you can see where you stand today, where you're heading and what opportunities may exist in the future.

Advice

Plan better

Good decisions come from informed decisions.

We provide practical advice and clear recommendations that help you understand your options, weigh up trade-offs and make decisions that align with your goals and values.

Confidence

Move forward

A plan only creates value when it's put into action.

We help implement strategies, provide ongoing guidance and make adjustments as life changes, so you can continue progressing towards your goals with confidence.

The difference

What this means in practice

Australians often come to us when they want greater clarity and confidence across multiple areas of their financial life, including:

  • Growing and protecting their wealth
  • Planning for retirement
  • Managing superannuation and investments
  • Reducing financial complexity
  • Structuring their affairs more effectively
  • Preparing for major life or business transitions
  • Creating certainty for their family and future

Rather than focusing on individual financial decisions in isolation, we help bring everything together into a single, coordinated plan.

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Meet your partners

Advice team

Dennis Di Bartolo

Practice Principal / Financial Adviser
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Mark Tyrell

Financial Adviser
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Teaghan Spackman

Financial Adviser
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Nicole McGovern

Financial Adviser
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Brooke Charity

Financial Adviser
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Tonia Sanderson

Financial Adviser
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Renita Waring

Financial Adviser
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Support team

Tariah Power

Practice Manager
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Maree-Anne Gorizia

Client Service Officer
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Brooke Hartley

Client Service Officer
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Kylie Tippett

Client Service Officer
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Mia Paterson

Paraplanner
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Angela Van Dinter

Client Service Officer
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Arley Leet

Client Service Officer
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Clara Zanella

Receptionist
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Charlie Spackman

Administration Assistant
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Get the right advice

See further, plan better

Whether you're looking for greater clarity, a clearer direction or confidence in your financial future, we're here to help.

Start a conversation today and discover what's possible when you have the right advice behind you.

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