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  • Call us on 02 6554 8287
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The team

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Key Personnel

Our team has a combined experience of more than 30 in the financial planning industry. Over this time, we've helped hundreds of people take steps towards financial independence and security. Get to know more about our team and how we can help you.

Financial Planners

Ashley Montesin

Ashley Montesin
Financial Planner

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Bruce Pain

Bruce Pain
Principal

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Our staff

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Gina Barber
Personal Assistant to Bruce Pain

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