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Serving the Parramatta community since 2008, we partner with you through your entire financial life journey.

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Our Expert Team

Tim Drake

Advice Support

Richard Grayson

Advice Support

Lucinda Fox

Head - Research

Kath Kane

Financial Adviser

Jason Todd

Advice Support

Damian Wayne

Advice Support

Bruce Wayne

Chief Executive Officer

Bob Down

Practice Manager

Alfred Penny

Domestic Adviser
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John Doe

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Jane Doe

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