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Our team

We provide exceptional financial advice and service, bringing comfort and certainty to our clients in helping them realise their financial goals.

We value honesty, quality relationships, life balance and family and have built a culture that is supportive and collaborative. We encourage open communication, a passion for learning and have a genuine interest in the financial success of our clients.

Bruce Kluk

Founder, Director & Adviser

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Jeff Thurecht

CEO

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Marshall Brentnall

Director

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Belinda Marley-Wallace

General Manager

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Dwayne Fernandes

Financial Adviser

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Lex Goldsmith

Financial Adviser

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Thomas La Mela

Financial Adviser

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Grant Goldsworthy

Financial Adviser

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Haydn Marshall

Principal – Lend Perspective

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Maria Tritsaris

Senior Planning Analyst

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Elaine Wang

Senior Planning Analyst

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Vadim Ozerianski

Planning Analyst

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Liz Mill

Client Service Officer

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Joyce Saba

Client Service Officer

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Jordan Bradshaw

Client Service Officer

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Dawn Holding

Business Support Officer

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