Our Team

  • Roy Couzens CFP Dip FP

    Director & Representative

    Suite 2, 1 Ricketts Road,
    Mount Waverley, Vic. 3149

    Roy has more than 30 years experience in the financial services industry holding senior management positions in both large institutional and small boutique financial planning practices.  Since 2004, Roy has run his own privately owned financial planning practice (ie. we are not owned by a bank, financial institution or product provider)  We offer a FREE initial consultation and a CHOICE of commission or “Fee for Service” for financial advice and the eventual implementation of our recommendation

  • Navjeet (Nav) Singh

    Partner Strategy & Planning

    Suite 2, 1 Ricketts Road, Mount Waverley, Victoria 3149
  • George Vine

    Professional Standards and Process Coach

    Suite 2, 1 Ricketts Road, Mount Waverley, Victoria, 3149
  • Christopher Wright

    Adviser

    Summit Private Wealth Pty Ltd,
    Camberwell
  • David Collins

    ADVISER

    DONVALE, Vic. 3111
  • Donald Wilde

    Adviser

    Cafi Pty Ltd,
    SOUTHBANK, Vic. 3006

    Donald has been a financial planner for 20 years working with clients in the 40-70 year old market, specialising in Superannuation, life insurance and fund management. His 100 clients have their investments and life situation reviewed twice annually.

    Informative seminars are conducted for clients once per year together with an annual newsletter.

    Proudly offering a “24/7 shop” for client enquires anywhere in the world at any time.

    This is a small business with specialised service for a small group of special clients.

  • Edward (Ted) Green

    Adviser

    EPPING, Vic. 3075
  • Megan Hinchliffe

    Adviser

    NEERABUP, WA 6031