Meet the Team

Delivering planning advice relevant to todays world.

Simon Gordon

Principal Adviser

Simon is a specialist insurance adviser and has been involved in providing advice to clients for over 15 years.

Anna Wilmann

Client Service Manager

Anna is a client centric professional who acts as a liaison between the business/product providers and clients.

Greg Lidicky

Client Service Officer

Greg has over nine years’ experience in Lending, Stockbroking and Financial Planning within the Financial Industry.