Bryan McGuinness
Director & Financial Adviser

“Every successful person has a coach or mentor, from sports people to business professionals . There’s no reason why you can’t have one too. We can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.”

Bryan is an expert Financial Adviser with over 30 years’ experience in Financial Services. He is experienced in working with a wide variety of clients, including those just starting in their financial journey, right through to retirees and everyone in between.

Bryan specialises in:

  • Debt reduction strategies

  • Wealth Creation

  • Personal Insurance advice

  • Investment planning advice

  • Superannuation and rollover advice

  • Retirement planning

  • Portfolio review services

    ASIC Licence Number 000309996

Paul Catalini
Operations Manager

“My passion is to guide clients through the advice process and ensures quality advice is executed as efficiently as possible”

Paul was previously a registered Financial Adviser with over 15 years in the Financial Services industry.

Paul has strong technical knowledge in:

  • Personal Insurance advice

  • Investment planning advice

  • Debt reduction strategies

  • Superannuation and rollover advice

  • Wealth Creation

  • Retirement planning

  • Portfolio review services