The Team

Svetlana Vrzovski

Principal Financial Consultant

Svetlana is a certified financial planner and has a Bachelor of Economics degree together with a graduate diploma in Economics and has worked in the financial planning industry since 1994.
Svetlana provides expert advice in all areas of financial planning focusing on holistic financial management to both individuals, businesses and corporates. She has the skills to navigate and uncover the necessary information in order to provide precise recommended outcomes that best suit client’s financial and lifestyle needs. 

Through Svetlana’s wealth of experience, she has developed the ability to trouble-shoot and problem solve by asking the right questions in order to achieve the most optimal outcomes.


Melissa Morris

Associate Planner

Melissa has worked in the industry since 1997 and has acquired a wealth of experience in all aspects of financial planning from the most technical aspects of administrative solutions to delivering face to face outcomes to clients.

Melissa has a Diploma of Financial Services and a Certificate in Business Administration.  Melissa is highly competent in using available technology to source the speediest solutions to clients that are cost effective and of the highest quality.