Our team

 

Craig Miller

I am a Certified Financial Planner who specialises in personal wealth creation and retirement planning. I welcome the opportunity to assist you with your financial objectives.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Wealth management
  • Debt management
  • Wealth protection
General advice I provide
  • Group insurance
  • Company insurance
Qualifications
  • Certified Financial Planner
  • Advanced Diploma of Financial Services
Memberships and Associations
  • Financial Planning Association (FPA)
Experience
  • AMPFP Financial Planner since 2000

Mark Grymski

I have extensive experience in Corporate and business management and I am committed to providing ongoing professional quality advice and service.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Wealth management
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance
Qualifications
  • Advanced Diploma in Financial Services
  • Justice of the Peace
Experience
  • Financial planner since 2001.