Meet Our Team

Ben Ellingsen

Principal

Lachlan Otto

Senior Financial Planner

James Van Der Male

Senior Accountant

Gregory Garner

Accountant

Ben Ellingsen

Principal

B.Com, Dip.FP, C.Dec, MIPA, Registered Tax Agent, Registered SMSF Auditor, SAPEPAA Accredited Adviser, Member of Association of Financial Advisers

Lachlan Otto

Senior Financial Planner

Dip.FP

James Van Der Male

Senior Accountant

D.B.A, Certificate in Foundation Tax, ATI

Gregory Garner

Accountant

B.Com, Dip.FP, Cert. IV Financial Services, C.Dec

Louise Armstrong

Executive Assistant & Compliance Manager

Shirley Mountfort

Bookkeeper

Fiona Smith

Bookkeeper

Rachel Ellingsen

Practice Administrator

Leisa Dakin

Client Services Manager

Tirtzah Hartvigsen

Paraplanning Assistant

Candice Raemond

Paraplanner

Louise Armstrong

Executive Assistant & Compliance Manager

Shirley Mountfort

Bookkeeper

Fiona Smith

Bookkeeper

Rachel Ellingsen

Practice Administrator

Leisa Dakin

Client Services Manager

Tirtzah Hartvigsen

Paraplanning Assistant

Candice Raemond

Paraplanner

B.Com, AdvDip.FP

Getting started is easy, let us help.

We understand life gets busy which is why we offer appointments via zoom, phone or face to face. We service an extensive area from Sunshine Coast, Gympie and Murgon regions