Financial Advisor / Business Succession Insurance Specialist

Katriel Warlow-Shill has more than 24 years experience in accounting and tax, and 12 years as a specialist financial planner. Katriel is focussed on personal relationships and the individual goals and objectives of his clients.

Associate Financial Advisor

Graduated from Deakin University Financial Planning and Financial analytics Majors with distinction.
With 5 years of experience, since he was 16, he was helping individuals optimize taxation and save money.
Robert joined our team a year ago as  an Associate Financial Advisor.

 

Director of Marketing and Business Development

Vered has years of experience in general management, engaging and motivating people, marketing, fundraising and business development. Vered is a passionate individual who loves sharing and contributing to the community.