meet our team

We are a team that has genuine care and concern for you.

As a team, we embrace that we have a unique way of doing business and offering solutions which makes us special. Individually we have our own personalities but as a team we value being professional, helpful, trustworthy and caring.

We look forward to getting to know you.

Paul Stott

Principal Adviser, Director

Jason Cox

Practice Manager

Trent Sanfead

Financial Adviser

Rita Lim

Administration Assistant