Melbourne Epping Melbourne Epping Enquire

By entrusting us to create financial strategies to grow, manage and protect, we offer peace of mind to enable our clients to focus on other aspects of their lives.

Our Advisers 

 

Simonphoto.jpg - small

 

 

Simon Ferrali 

Bachelor of Business (Finance) 

Diploma of Financial Services (Financial Planning)

ASX (ALPA) Equities Adviser

SMSF Specialist

 

Financial Adviser

Areas of specialisation: Wealth accumulation & management, retirement strategies, estate planning, portfolio construction and review.

Financial Services Guide

Adviser Profile

 

 

Michael Branidis

Bachelor of Business

Advanced Diploma of Financial Services (Financial Planning)

 

 

Financial Adviser

Areas of specialisation: Superannuation, personal risk insurance, investing, retirement and estate planning.

Financial Services Guide

Adviser Profile

 Allen

 

Allen Bloom

Chartered Accountant - Financial Planning Specialist 

Chartered Accountant - SMSF Specialist

Certified Management Accountant

ASX (ALPA) Equities Adviser

 

Financial Adviser

Areas of specialisation: Wealth accumulation & management, retirement strategies, estate planning.

Financial Services Guide

Adviser Profile