Book an Initial Consultation
- Choose Your Adviser: Look through the profiles of our advisers and select the one that best fits your needs.
- Click the Button: Below your chosen adviser’s profile, click the button. This will open their calendar.
- Book Your Consultation: Choose a convenient time for your initial consultation and confirm your booking.
That’s it! Your appointment is scheduled.
Stephanie Spencer
SENIOR FINANCIAL ADVISER
BCom (Fin, FinPlan), Dip. Bus
Steph is an experienced financial adviser with a comprehensive background in holistic financial planning. She is deeply passionate about guiding pre-retirees, finding great fulfillment in helping clients at such a significant stage in their lives.
Renowned for her ability to clearly explain financial concepts to clients of all financial literacy levels, Steph is highly regarded for her genuine care, meticulous attention to detail, resourcefulness, and commitment to providing ethical, unbiased advice. These qualities make her a sought-after adviser for clients across Australia.
Steph holds a Bachelor of Commerce degree with double majors in Finance and Financial Planning. Committed to continuous professional development, she is also the recipient of the Financial Planning Association’s Women in Finance Scholarship.
Bobby Byrne
SENIOR FINANCIAL ADVISER
BCom (Fin, FinPlan), SSA™
Bobby is an experienced financial adviser with exceptionally high technical knowledge in the areas of superannuation, SMSFs, taxation and retirement planning.
Bobby has completed a Bachelor of Commerce majoring in Finance and Financial Planning, graduating with Honours. He is also a an accredited SMSF Specialist Adviser through the SMSF Association.
Bobby’s dedication to his clients ensures they can feel confident in making the right financial decisions as they transition into retirement.
Bobby prides himself on his strong commitment to continuous education and unrivalled preparation to each client meeting.
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 achieved SMSF Specialist Accreditation. She has also lectured on Financial Planning at various university campuses.
Philippa’s wide range of qualifications and experience make her a valuable asset to her clients and the industry at large.
She is passionate about making a positive difference in people’s lives by helping them achieve their desired retirement lifestyle sooner.
