Chief Operating Officer
Shana is passionate about creating a quality framework that allows our team to easily deliver the optimal customer outcome. Shana also focuses on the continual personal and professional growth of our team and thrives on building a continually improving workplace with a positive culture.
Corporate Programs Director
Greg is our Corporate Programs Director. He enjoys helping businesses attract and retain staff by amending their current Benefit programs and providing financial wellness programs and more progressive employee benefit strategies. Greg’s favourite phrase is ‘Test assumptions, innovation fails when they are flawed’. Greg spends his spare time blacksmithing and welding with his family.
Mia is our Salary Packaging Team Leader and manages the day-to-day operation of the Team. She is interested in numbers and equations and loves a challenge. She is passionate about helping people, especially when it can save them money. In her spare time, she enjoys spending time with family and going to the beach.
Our Advice Panel is supported by our dedicated and passionate office support staff
How can we help you?
Contact us today to organise an initial appointment with a Financial Services Specialist.
The specialist can provide a free financial assessment and evaluate the impact on your individual circumstances.
We provide a holistic service and can assist you in all areas of your financial life.