Level 3, 300 Flinders St,
Adelaide, 5000
South Australia

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Mon - Fri 9.00 - 17.00
Saturday CLOSED
Sunday CLOSED

Customer Enquiry
+61 8 8100 3303
[email protected]

Helen Arthur

Director

Advanced Diploma of Financial Services (Financial Planning)

Fellow Chartered Financial Practitioner

WINNER Millennium 3 2016, 2015, 2014 National Financial Planner of the Year

Senior Financial Adviser
Authorised Representative No. 335658

Richard Arthur

Director

Diploma in Business Management

Diploma of Financial Services (Mortgage Broking)

Diploma of Financial Services (Financial Planning)

 

our professional team

 

Elizabeth Anne Anderson JP

Bachelor of Commerce (Business Law)

Advanced Diploma of Financial Planning

Advanced Diploma of Accounting

Diploma of Financial Services (Mortgage Broking)

Authorised Representative No. 346899 Registered Tax Agent No. 25202836

Andrew Paul Hunter

Graduate Diploma in Financial Planning

Authorised Representative No. 001261732

Emma Casasola

Diploma of Financial Planning

Authorised Representative No. 000442665

Admin Team

Leanne & Tara