Book an Initial Consultation

  1. Choose Your Adviser: Look through the profiles of our advisers and select the one that best fits your needs.
  2. Click the Button: Below your chosen adviser’s profile, click the button. This will open their calendar.
  3. Book Your Consultation: Choose a convenient time for your initial consultation and confirm your booking.

That’s it! Your appointment is scheduled.

Bobby Byrne

SENIOR FINANCIAL ADVISER

BCom (Fin, FinPlan), SSA™

Bobby is an experienced financial adviser with very high technical knowledge in the areas of superannuation, SMSFs and retirement planning.

Bobby has completed a Bachelor of Commerce majoring in Finance and Financial Planning, graduating with Honors and was an inductee into the Griffith University Business School’s Deans List. He is also a an accredited SMSF Specialist Adviser through the SMSF Association.

Shane Lawler

SENIOR FINANCIAL ADVISER

BSci, Adv Dip FS, Grd Dip AFI

Shane is a highly experienced financial planner with over 20 years of industry experience. He has previously established offices in Melbourne, Sydney, and the Gold Coast, and has built a reputation for providing outstanding service and guidance to clients all over Australia.

In 2019, Shane partnered with Chris Strano to establish Toro Wealth, with the desire to help clients successfully transition into retirement.

Shane is passionate about helping his clients achieve their financial goals and takes great pride in the level of service and guidance he provides.

Philippa Baker

SENIOR FINANCIAL ADVISER

BCom, BFin (Hons), AdvDipFS

With over 20 years of experience in the financial planning industry, Philippa brings a wealth of knowledge and expertise to her clients.

Philippa holds a Bachelor of Finance with First Class Honours, a Bachelor of Commerce with a double major in Financial Planning and Accounting, an Advanced Diploma in Financial Services, and SMSF Specialist Accreditation.