Our Team

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Simon Harrison

Simon prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Wealth Management
  • Personal Insurance
General advice I provide
  • Small business advice
  • Estate planning

 

Sharney Brennan


Sharney prides herself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Debt Management
  • Investment planning
  • Superannuation
General advice I provide
  • Small business advice
  • Estate planning

 

Jessica Barnett

Jessica is the Administration Officer in our Nowra office and takes pride in helping our clients in all areas. Jessica is more than happy to help if we are not available.

Nancy Carter

Nancy is the Administration officer in our Batemans Bay Office and takes pride in helping our clients in all areas. Nancy is more than happy to help if we are not available.

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