Karen RyrieCertified Financial Planner (FPA)
Karen Ryrie is a certified member of the FPA (Financial Planning Association of Australia) with substantial experience in partnering clients to create financial security.
Karen specialises in developing strategic financial plans for clients who require personal and business advice.
Shane ArthurRisk Insurance Specialist
Shane is our Risk Insurance specialist who is also an experienced Financial Adviser however Shane focuses entirely on Personal Insurances such as Life, TPD, Trauma, Income Protection and business related insurances such as Buy/Sell Agreements and Key Person Insurance.
Insurance is a complex topic/area in which Shane is an expert. He dedicates his time in this area, assisting clients to protect their wealth with tailored financial protection.
Carol JohnsonAdministration Assistant
Carol is an integral part of the team in her role as an administration assistant. Carol’s focus is to assist Karen, Jorja and Shane with administrative duties, and her wealth of experience is invaluable.
Jorja AstaninStrategic Financial Advice
Jorja is a graduate who joined the team in 2013, and provides clients with strategic advice to create financial security.