Our Team
Gregg Zappara
Gregg is passionate about helping people make informed decisions and feel confident about their financial future. He focuses on understanding what’s important to each client and provides trusted advice across retirement planning, superannuation, wealth management, insurance, cashflow and debt management, and self-managed super funds.
Check out Gregg’s Adviser Ratings here
Director
Adrian draws on his knowledge and skillset to deliver tailored, practical advice that not only meets his clients’ needs but helps them feel confident and supported in every step of their financial journey. Adrian provides advice across a wide array of areas such as retirement planning, personal insurance, wealth management, self-managed super funds (SMSF) and borrowing to invest.
Check out Adrian’s Adviser Ratings here
Financial AdviserAdrian Rubinich
Melanie has over twelve years of industry experience, known for her clear thinking and strategic insight. She seamlessly bridges back office operations and client engagement, supporting advisers and building strong relationships with clients for lasting results. She takes pride in knowing the work we do for our clients provides them with peace of mind and clarity for their future.
Provisional AdviserMelanie McKnight
With over ten years’ experience working in financial services and customer focused roles across Ireland and Australia, Jamie brings a friendly and dependable approach to her role as Client Services Officer.
She’s skilled in fund accounting, building relationships, and supporting both clients and colleagues, always striving to make things easier for others. Jamie’s education includes a BA (Hons) in Financial Services and a Master of Business Studies in Internationalisation, giving her a strong foundation to help people feel confident about their finances.
Client Service Officer