Our
Team
Paul Fogden
CFP®, CERTIFIED FINANCIAL PLANNER®
Paul has worked in the financial services industry for over 30 years specialising in pre-retirement and retirement planning.
Paul holds the internationally recognised Certified Financial Planner or CFP qualification from the Financial Advice Association of Australia (FAAA), and is recognised as a financial planning specialist (FPS) by CPA Australia.
Paul also has a Bachelor of Commerce degree and is a Registered Tax Agent and Certified Practising Accountant. With these qualifications and experience Paul is well qualified to help clients to achieve their financial goals.
A Sutherland Shire resident for over 37 years Paul enjoys keeping fit and spending time at the beach.
Daniel Fogden
CFP®, CERTIFIED FINANCIAL PLANNER®
Daniel is an experienced and well-educated financial adviser with a ‘client first’ philosophy. Daniel understands that each client situation is unique and can present its own opportunities and challenges.
Daniel has achieved the following academic qualifications:
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Certified Financial Adviser with the Financial Advice Association of Australia
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SMSF Specialist accreditation with the Self Managed Super Fund Association
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Bachelor of Commerce (Financial Planning)
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Bachelor of Laws
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Graduate Diploma of Legal Practice
Although not practicing, Daniel is an admitted Solicitor, a credential that allows Daniel to look at a financial situation from a number of perspectives, ultimately leading to better client outcomes.
With over 10 years of experience in the financial services industry and a broad education, Daniel is well placed to meet the needs of a variety of clients from young families to small business owners and those planning for retirement.
Residing in Engadine, Daniel loves anything involving the outdoors whether it be hiking, camping or kayaking.
Ian Bacon
CFP®, CERTIFIED FINANCIAL PLANNER®
Ian is an experienced financial adviser with more than 10 years' experience helping individuals and families make confident financial decisions and work towards their long-term goals.
Prior to becoming a financial adviser, Ian worked as an accountant and tax consultant, providing him with a strong foundation in taxation, business structures, and financial strategy. This diverse background enables him to deliver comprehensive, well-rounded advice that considers both the technical and personal aspects of a client's financial situation.
Ian holds the CERTIFIED FINANCIAL PLANNER® designation and is a Chartered Accountant, in addition to holding a Diploma of Financial Planning and a Bachelor of Business. His expertise spans wealth accumulation, retirement planning, superannuation, investment strategies, tax-effective planning, and personal risk management.
Ian is passionate about building long-term relationships with clients and helping them achieve financial clarity and confidence through every stage of life.
Based in Cronulla, Ian lives with his wife and two sons. Outside of work, he enjoys rock climbing, running, camping, and spending time outdoors.
Simone Kilham
CLIENT SERVICE OFFICER
Simone has over 29 years of experience in the financial services industry and plays a key role in the implementation of advice. A Gymea local, Simone excels at communication which means our clients always have an understanding of where they are in the advice process.
Cassi Tindall
CLIENT SERVICE OFFICER
A native of Bulli with 25 years of experience in the financial services industry, Cassi is an energetic, team player who goes the extra mile to ensure clients needs are met. Through her hard work and attention to detail, Cassi is an asset to our clients and our business.
Renee Ball
CLIENT SERVICE OFFICER & RECEPTIONIST
The epitome of organised, Renee has 22 years of experience within the financial services industry where she developed a thorough, client focused attitude. Hailing from Menai and a naturally warm and welcoming person, Renee is a logical fit in her role as the first point of contact for the business.
Alex Javines
FINANCIAL PLANNING ASSISTANT
The newest addition to our team, Alex is a critical component of our back office support. Ambitious and always looking for better ways of doing things, Alex revels in the ever changing financial advice landscape, driving better ways of doing business.