Contact Us

1300 656 260

Successful investing is about
getting the big decisions right.
Our expertise draws on
decades of experience.

Our Team

“We take great satisfaction from helping all clients to achieve their financial goals.”

Founder

Dean Hartmann

Founder

Management Team

Natalia Hartmann

Natalia Hartmann

Director/ Owner
Alex Kemp

Alex Kemp

Director/ Owner
Emma Dalley

Emma Dalley

Principal Lawyer

Advice Team

Financial Advisers
Daryn Loo

Daryn Loo

Strategic Planner

Julia Zietek

Financial Adviser

Genelle Henningham

Financial Adviser
Samantha Etherington

Samantha Etherington

Financial Adviser

James Guthrie

Financial Adviser
Investment Management
Michael Furey

Michael Furey

Investment Consultant / Principal of Delta Research & Advisory
Client Services Management
Rhonda Davies

Rhonda Davies

Client Services Manager

Amy Schleid

Client Services Manager

Kristen Essex

Client Services Manager

Hayley Newman

Client Services Manager

Accounting Team

Michael Eaton

Principal

Christie MacDermott

Principal

Errol Allan

Consultant

Legal Team

Sonja van der Steen

Lawyer

Mortgage Broking Team

Veronica Cook

Lending Specialist

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