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Our People

Meet our experienced Advice Team 


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Who We Are

We are a Queensland owned and operated company with over 40 years combined experience in financial planning, risk and insurance, direct shares and portfolio management. With offices in Brisbane and Townsville, we have the ability to personally service the entire South East Queensland.

An important measurement of success for us is, the longevity of our client relationships. We have assisted several thousand clients, many of whom remain with us today and recommend our services to their colleagues, friends and family. 

Our clients' measurement of success with us, is the value of the advice we offer, the implementation of recommended strategies and the achievements on the advice provided.  Because of this, we are fortunate to have our clients recommending their colleagues and family members to speak with us. 

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We are committed to providing a professional wealth management service that enables our clients to protect what matters, grow their wealth and prosper in life.

Meet the Brisbane Team

Mark Spicer - Partner | Risk & Wealth Management

B Comm CPA SA Fin JP (Qual)
Authorised Representative number 292830

ABOUT MARK ABOUT MARK

April Stagg - Wealth Specialist | Advice & Risk

BBus (FinPlan), DipAcctg

ABOUT APRIL ABOUT APRIL

Josh Tallon - Wealth Specialist | Advice & Risk 

 Grad Dip (FinPlan)
Authorised Representative number 001267479

ABOUT JOSH ABOUT JOSH


Brisbane Office Support

Established in 2006, and based in Toowong Towers, the Brisbane team also includes Kay, Sarah and Judith, who possess extensive administrative knowledge to support our clients. Their high level of passion and commitment for our clients, ensures that our client’s needs are at the core of our business. Our team can assist with general enquiries, arranging appointments with our Wealth Specialists and administrative support on your superannuation, investments and insurance policies.

To speak to one of our Brisbane team - Contact Us

Meet the Townsville Team

Justin Pascoe - Partner | Equities & Wealth Management

B Com. G Dip Investment Analysis
Authorised Representative number 258517

ABOUT JUSTIN ABOUT JUSTIN

Anthony Castorina - Wealth Specialist | Advice & Risk

GradDip (FinPlan), Dip FP, CDec (Qual)
Authorised Representative number 12359898

ABOUT ANTHONY ABOUT ANTHONY