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The team

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Key Personnel

Our highly experienced team has more than 40 years of combined experience in financial planning. During this time, we’ve helped many people significantly improve their financial independence and security. Get to know more about our team and how we can help you.

Financial Planners

Matt Tuohey BBus CFP

Matt Tuohey BBus CFP
Financial Adviser

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Lyn Heaysman MAppFin

Lyn Heaysman MAppFin
Financial Adviser

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Jack Forbes AFP

Jack Forbes AFP
Financial Adviser

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Neal Dougherty AdvDipFP

Neal Dougherty AdvDipFP
Authorised Representative

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Cheryl Rossiter CFP

Cheryl Rossiter CFP
Financial Adviser

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Natalie Luzecki AdvDipFP

Natalie Luzecki AdvDipFP
Financial Adviser

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Kasey Gale AdvDipFP

Kasey Gale AdvDipFP
Authorised Representative

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Our staff

Judy Hill DipMgt

Judy Hill DipMgt
Business Practice Manager

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Alanie Sleep

Alanie Sleep
Client Services Team Leader

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Fiona Young

Fiona Young
Client Services Officer

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Joshua Janssen DipFP

Joshua Janssen DipFP
Client Services Officer

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Catherine Fraser

Catherine Fraser
Client Services Officer

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Mary Price

Mary Price
Receptionist

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Debbie Biggs

Debbie Biggs
Receptionist

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Jenna Porta

Jenna Porta
Client Services Officer

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Kirsty Hunt

Kirsty Hunt
Client Services Officer

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Katrin Margitich
Client Services Officer

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