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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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Sam Kernaghan MAppFin

Sam Kernaghan MAppFin
Financial Planner

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Our staff

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 AdvDipFP

Joshua Janssen AdvDipFP
Client Services Officer

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Catherine Fraser

Catherine Fraser
Client Services Officer

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Jessica Daly

Jessica Daly
Client Services Officer

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Vincent Tassone
Client Services Officer

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Debbie Biggs

Debbie Biggs
Receptionist

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