Meet The Team

Adrian Pollock

Practice Principal


I've been helping clients invest, grow and protect their wealth for over 15 years, and provide a professional service within a comfortable environment to ensure that a focus on client priorities and personal/financial goals is created.

We focus on the needs and priorities of clients, whilst working within an evolving financial services industry, and coupled with ever changing investment markets, taxation law and retirement legislation, the need for competent and capable advice has never been greater.

Our areas of advice are broad and whether you are a young professional, a couple with a family, approaching retirement or retired, we can provide tailored advice and move you towards a more secure future.


Qualifications

BBus – Bachelor of Business, Banking, Finance & Economics
CFP® - Certified Financial Planner
DipFP – Diploma of Financial Planning

Andrew Gardner

Financial Adviser


I started advising in 2007 just before the start of the Global Financial Crisis. It was a challenging time for clients but also highlighted the crucial role that a financial adviser can play when things appear to be at their worst. We have experienced all sorts of market conditions since then but the importance of ongoing discussions to ensure that clients are meeting their goals, and that their financial strategy is best supporting their lifestyle, has always been at the forefront of what we do.

We are a small, committed team of advisers who place our clients’ needs first and ensure that their strategies put them and their families in a better position. We believe that obtaining financial advice can make a meaningful difference in our clients’ lives  – whether they are thinking about finishing up with work, supporting lifestyle and travel goals in retirement, or taking steps to provide stability for their family if life takes an unexpected turn.


Qualifications

BAppEc – Bachelor of Applied Economics
BComm Advt&Mktg – Bachelor of Communication
AdvDipFP – Advanced Diploma Financial Planning

Luis Arguello

Financial Adviser


As a highly motivated financial adviser, I am quick to learn and adapt within the always changing financial planning industry. I am approachable and passionate about ensuring client outcomes are achieved to prepare balanced financial and lifestyle plans for families and business owners.  

I have completed a Bachelor of Business, Advanced Diploma in Financial Planning and a proud member of the Financial Planning Association AFP®, continuously educating myself to provide optimal outcomes and professional services to our clients. With my perseverance, client service skills and attention to detail; I help clients achieve a more balanced lifestyle and secure their financial future.


Qualifications

BBus – Bachelor of Business
AdvDipFP – Advanced Diploma Financial Planning
AFP® - Member Financial Planning Association