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Our
Team

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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 Planning Association of Australia(FPA), 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.

 
 
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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:

  • Certified Financial Adviser with the Financial Planning Association

  • Bachelor of Commerce (Financial Planning)

  • Bachelor of Laws

  • 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 9 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.

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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 communications which means our clients always have an understanding of where they are in the advice process.

 
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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.

 
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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.