who we are
We help people.
Let us help you focus on your tomorrow.
MULTI-AWARD WINNING FINANCIAL PLANNING SPECIALISTS
Since 1997 we have been helping clients achieve their financial goals by empowering them to make smart financial decisions.
See how we can help you achieve your goals.
Meet our team.
Our specialists are here to help you every step of the way.
Les McGuire
is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306
Financial Adviser / Managing Director
MBA, ADFS (FP)
Carla McGuire
is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306
Financial Adviser
GradDipFinPlan
Steph Stafford
is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306
Financial Adviser
MFinPlan
Jim Penner
is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306
Financial Adviser
B. Comm (Hon). DFP
Courtney Brown
Client Support Manager
CIARA ROBERTSON
Client Support Specialist
Courtney Thomas
Client Support Specialist
Nick Kehloe
Client Support Specialist
AARON CABANDO
Client Support
Tehlani Speers
Client Support Specialist
PSYCHE ASISTOL
Client Support
Kylie McGuiness
Client Support
READY TO GET STARTED?
We help people discover their goals and develop a plan together to bring these goals to life.
Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and whether the advice is right for you before making a decision.
Always obtain a Product Disclosure Statement (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.