Our financial planners:

 Andrew Henly (PDF File 205.7 KB)  Chad Appleby (PDF File 197.7 KB)  Jeff Dunn (PDF File 182.9 KB)  Leah Jamieson (PDF File 2.1 MB)
Please click map to enlarge

Office address:

Level 3
400 King William Street,
Adelaide SA 5000

Postal address:

GPO Box 2721
Adelaide SA 5001


08 8212 6166


08 8231 6139


Our services:

  • Retirement planning
  • Superannuation strategies
  • Stockbroking
  • Salary packaging
  • Centrelink entitlements
  • Life insurance (life, TPD, trauma, income protection, business expenses)
  • Tax-effective investment strategies
  • Estate planning
  • Aged care advice

How to find us:

We are situated on the corner of Gilles & King William Street. Parking facilities are available at the front of the building however there is paid parking at a communal car park in Gilles Street.