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Our People

Our team is dedicated to providing a high level of professional personal advice to our clients. Developing and maintaining our expertise through continued education and research is paramount in providing this level of service. Our advisors are CERTIFIED FINANCIAL PLANNER™ practitioners of the Financial Planning Association and we regularly attend technical seminars and conferences.

Andrew R Gricks B Com., F Fin, CTA, FIPA
Managing Director

Tony Muller CFP®, Dip FP

Nikki Taylor CFP®, B Bus(FinPlan)
Personal Wealth Advisor

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