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  • Call us on 02 9906 1125
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The team

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Key Personnel

Our highly experienced team has a wealth of experience in the financial planning industry and have assisted many people in significantly improving their financial independence and security. Get to know more about our team and how we can assist you.

Financial Planners

Sam Carroll

Sam Carroll
Managing Director and Financial Adviser

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Our staff

Paul Carroll

Paul Carroll
Founding Director

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Deborah Frame McLennan

Deborah Frame McLennan
Business Manager

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Kate Walsh

Kate Walsh
Client Services

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Stella Zecchin

Stella Zecchin
Adviser Assistant

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Cameron Taylor

Cameron Taylor
Adviser Assistant

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Ashleigh Mallinson

Ashleigh Mallinson
Adviser Support

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