Advisers



Andrew Wielandt

Managing Partner | Investment Adviser

Andrew specialises in direct equities (shares) and enjoys the constantly changing environment of finance. 

Learn more.



John Dornbusch

Chairman | Private Client Adviser

John services corporate clients and enjoys seeing people succeed and feel good about what they do.

Learn more



John Gouldson (CFP)

Private Client Adviser

John has a B. Ed a Dip Teaching and a Dip Phys Ed and has worked in the finance industry for over 26 years.

Learn more.



Michael Doherty

Private Client Adviser

Michael enjoys the dynamic nature of the financial industry and has over 15 years of experience.

Learn more.



Dan Marks

Private Client Adviser

Dan has over 35 years of experience in the financial industry and 16 of those in financial planning.

Learn more



Rod White

Private Client Adviser

Rod has over 31 years of experience in the financial industry and 16 of those in financial planning.

Learn more