77 King William Rd, Unley SA 5061 (08) 8357 3999
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Meet the Team

Our multi-disciplined team are perfectly placed to provide rounded, well-informed, and trusted financial advice.

Financial Advisers

Mark Borg Financial Planner

Mark Borg

Principal / Senior Financial Planner

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Darren James Financial Planner

Darren James

Director / Senior Financial Planner

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Raimon Lewandowski Financial Planner

Raimon Lewandowski

Director / Senior Financial Planner

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Michael Cirson Financial Planner

Michael Cirson

Senior Financial Planner

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Brian Lynch Financial Planner

Brian Lynch

Financial Planner

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Peter Berresford Financial Planner

Peter Berresford

Financial Planner

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Darren Holst Financial Planner

Darren Holst

Financial Planner

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Nick Munro Financial Planner

Nick Munro

Financial Planner

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Jayden Mitchell Financial Planner

Jayden Mitchell

Financial Planner

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Mortgage and Debt Management

Maggie Wan Mortgage Adviser

Maggie Wan

Mortgage Adviser

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Todd Davies - MBA Financial Strategists Assistant AMC

Todd Davies

Assistant AMC

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Client Service Specialists

Mardi Hoy - MBA Financial Strategists Client Service Specialist

Mardi Hoy

Client Service Specialist – Team Leader

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Karsha Bright - MBA Financial Strategists Client Service Specialist

Karsha Bright

Client Service Specialist

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Jodie Goodwin - MBA Financial Strategists Client Service Specialist

Jodie Goodwin

Client Service Specialist

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Jo Gladigau - MBA Financial Strategists Client Service Specialist

Jo Gladigau

Client Service Specialist

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Liz Lander

Client Services Specialist

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Megan Ryan

Client Services Specialist

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Lauren Colls

Lauren Colls

Client Service Specialist

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Adviser Assistants

Jackson Harvey - MBA Financial Strategists Adviser Assistant

Jackson Harvey

Adviser Assistant

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Peter Pepicelli - MBA Financial Strategists Adviser Assistant

Peter Pepicelli

Adviser Assistant

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Eve Barylka - MBA Financial Strategists Adviser Assistant

Eve Barylka

Adviser Assistant

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Reception

Sally Goodwin - MBA Financial Strategists Reception

Sally Goodwin

Reception

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