Founding Partners
Jeffrey Wrightson
Managing Partner &
Principal Adviser
Jeffrey's a Certified Financial Planner, holds a Bachelor of Business, a Graduate Diploma of Applied Finance, a Diploma of Financial Planning and is accredited at Level 1 for derivatives trading. Jeffrey is member of the Financial Planning Association of Australia, Fellow of CPA Australia (FCPA) and Fellow of Finsia (FFin) and has over 30 years’ experience in working in financial services.
Christopher Forrest
Senior Partner &
Principal Adviser
Christopher is a Certified Financial Planner, holds a Bachelor of Economics, a Diploma of Financial Planning and is accredited at Level 1 for derivatives trading. Christopher is a member of the Financial Planning Association of Australia and has over 20 years’ experience in working in financial services.
Nina Kazmierczak
Partner &
Principal Adviser
Nina is a Certified Financial Planner, holds a Bachelor of Business, a Diploma of Financial Services and is accredited at Level 1 for derivatives trading. Nina is a member of the Financial Planning Association of Australia and has over 14 years’ experience in working in financial services.
Stephen Thaxter
Senior Partner &
Principal Adviser
Stephen holds a Bachelor of Science (Hons) in Economics and Business Economics, a Diploma of Financial Planning and is accredited at Level 2 for derivatives trading. Stephen is a member of the Financial Planning Association of Australia and has over 27 years’ experience in working in financial services.
Research Partners
Technology Partners
