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

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From your super to your loans, investing to insuring, from individuals to small businesses, whatever your situation we can help.

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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
Meet our whole team

John Doe

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Jane Doe

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