Excellence Recognized

Six years of consistent performance and industry recognition have established our reputation as a trusted financial advisory practice in the Australian market

2,847

Client Portfolios Optimized

Since 2019, we've successfully restructured investment portfolios across diverse risk profiles and market sectors

94%

Client Retention Rate

Sustained client relationships built on consistent advisory quality and transparent communication practices

Industry Certifications

Combined team certifications from CPA Australia, Financial Planning Association, and Securities Institute

Milestone Achievements

Our journey from startup advisory to recognized financial practice reflects consistent growth and client-focused innovation

2023-2024

Financial Planning Association Excellence Award

Recognized for innovative client education programs and comprehensive portfolio management services across Tasmania

2022

M Assets Under Advisory

Reached significant milestone in managed client assets while maintaining personalized service standards

2021

CPA Australia Partnership Status

Achieved preferred partner designation for comprehensive financial planning and tax optimization strategies

2020

Digital Advisory Platform Launch

Developed proprietary client portal system enabling real-time portfolio monitoring and secure document exchange

Leadership Excellence

Our advisory team combines decades of financial markets experience with specialized expertise in Australian taxation, superannuation, and investment strategies. Each advisor maintains continuous professional development through industry associations and advanced certification programs.

Excellence Recognized

Milestone Achievements

Leadership Excellence

Finnegan Torres

Cassius Nakamura