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


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.

Samuel Kerr


MFinPlan, BPsych, Dip. FMBM

Sam is an experienced, professional and highly-educated financial adviser who prides himself on delivering truly holistic financial advice that is always in the best interest of his clients. He has extensive technical knowledge and experience in superannuation and retirement planning. 

Sam has completed a Master’s Degree in Financial Planning as well as a Bachelor’s Degree in Psychology. Sam also holds an Advanced Diploma of Financial Planning and ASX-Listed Product Accreditation.

Philippa Baker


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.