An advisor is like a personal coach for your money. We bring the right knowledge, expertise and guidance to identify your specific goals and help you achieve them. And a little planning early on, can go a long way....
A Financial Advisor, much as an accountant or lawyer, utilizes their professional training, formal study and experience in understanding your personal financial situation and co-ordinating solutions to meet your needs in every area of your financial life. Accessing this expertise enables you to receive the best possible advice to protect and leverage your family’s income and asset position over the short, medium and long-term.
JOANNA ALEXANDROUClient Services for John Gould
Joanna has over 23 years’ of experience in Financial Services, specifically superannuation and retirement planning.
Joanna is a non-practising Financial Planner and comes with a wealth of knowledge.
DANIELLE WARDClient Services for Blake Malcolm
Danielle Ward joined the Mount Waverley practice after working for a boutique financial planning practice whose clientele are predominantly sophisticated investors. Danielle brings a wealth of experience from this position and her previous management positions in accounting, telecoms, forex & futures trading, wealth creation and software development.
Having lived internationally, she has also gained a valuable understanding and respect for different cultural nuances and an understanding of the subtleties of doing business in a global and ever-changing environment.
Dawid (DJ) van DykFinancial Adviser
Dawid (commonly known as DJ) started in the financial planning industry in 2014 following the completion of his Bachelor of Commerce majoring in Economics and Finance in South Africa.
DJ moved to Melbourne in July 2017 from South Africa. DJ started out as a Paraplanner in 2017. After 2 years in this role and after further completion of his studies (Diploma of Financial Planning) here in Australia, DJ transition from paraplanning into advice to become a Financial Adviser. As a Paraplanner, and subsequently Financial Adviser, DJ places enormous importance on client understanding and breaks down the financial intricacies to help the clients better grasp the financial plan, to help them in reaching their financial goals.
AMANDA JAMESClient Services for Dawid (DJ) van Dyk
Amanda James joined the Bentleigh practice after 30 years in Bowls administration. Throughout her career she performed extensive duties from reception to event preparation and advanced administration.
She has a keen eye for detail and provides a welcoming presence when interacting with our clients.