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.