Michael Fletcher

Financial Adviser

Michael is the practice principal and has been providing professional financial planning advice and solutions to clients since 2007.

Michael has adopted the "Values Based Planning" approach to financial planning. He will uncover what's important about money to you and help you create a financial plan to ensure the highest probability that you will achieve your goals and live the life you desire. Staying on track is vital and Michael will regularly review your progress along the journey.

Domenic Musolino

Financial Adviser

Domenic is passionate about uncovering what’s important to you and developing strategies to put your money to its best use.  Domenic has a background in law and is an advocate for collaboration between financial planners, accountants and lawyers to ensure all aspects of your financial situation are in order.

In his spare time Domenic enjoys martial arts, experimenting in the kitchen and, above all, spending time with his family.

Katia Jones

Client Services Officer

Katia is our Client Services Officer.  Katia is usually the first person to answer our phones if you call and she assists our planners with preparation of documents, client meetings and manages our diaries.

Katia is the person who will greet you as you enter our Griffith office and she will always make you feel welcome.

Sally Newman

Client Services Manager

Sally plays a vital role in our practice by overseeing all aspects of client management with a focus on accuracy and efficiency.

Sally oversees all our procedures and processes and makes sure we are up to date and compliant.  She has years of experience in our industry and ably assists our planners and other team members keep up to date with all the changes in our industry.