Allied Wealth was founded out of our frustration with the status quo in the wealth industry. Our name was chosen to ensure that we will always be your wealth management ally. David commenced working as a financial advisor in 1997. With over 25 years of experience and a strong educational foundation, David has joined Allied Wealth in 2023 to be Read more...

Graham is a CERTIFIED FINANCIAL PLANNER® and holds a Master of Applied Finance and Graduate Certificate in Finance from Charles Sturt University, along with an Advanced Diploma of Financial Planning and a Diploma of Financial Services (Financial Planning). Graham is also a Justice of the Peace for NSW and involved in many local community and professional committees and organisations. Read more...

Zac holds a Bachelor of Business, Financial Planning and enjoys building strong relationships with his clients, allowing him to understand their personal circumstances and design his advice around their personal and financial goals. Read more...

Jon Melloy is the founder and director of Melloy Independent Wealth and he has over a decade of experience working for various organisations in the financial planning industry. He enjoys building relationships with his clients and working together with them to get the best outcome for their retirement. Jon is available for meetings at: Ashgrove – 240 Waterworks Road 4060 Read more...

Hello, my name is Andrew Garrigan and I am a director and financial advisor at Super Focus, one of Australia’s few truly independent financial advisory firms. With over 20 years of experience as an advisor I have gained in depth knowledge and experience. As well as extensive industry experience, to ensure my clients have access to the best available advice, Read more...

Super Focus is a privately owned financial advisory firm specialising in superannuation, investment, and estate planning advice. We are an independent advisory business and have no ties or affiliations with product providers allowing us to provide unbiased advice. Our relationship with clients is seen as a partnership, whereby we provide guidance and support to help achieve their goals. Read more...

I’m John Hicks and I began my financial planning career in 2007 after moving to Australia from London. In that time, I learned a lot working to serve clients as a Financial Adviser for practices across both Canberra and Melbourne. With that experience I saw that the best foundation for great financial advice is to remove all conflicts of interest. Read more...

At Surf Coast Wealth Management, we believe that money is a tool to be used like any other. It’s worth is not in its accumulation, but how it is managed in achieving the goals and objectives that also align with your values. With careful management and a well-considered strategy, we can help you live life on your terms while creating Read more...