Your team of expert financial advisors providing practical financial advice tailored to you.
Anne Clare
Director and Financial Planner
With over 27 years of experience, Anne is a highly qualified financial planner, holding a Bachelor of International Business Relations, a Diploma of Financial Planning, and the prestigious Certified Financial Planner (CFP) designation. Throughout her career, Anne has successfully guided clients through personal transitions, changes in legislation, and the ups and downs of investment markets.
Her extensive experience has taught her that open, honest communication is key to providing tailored solutions that truly work. Anne is passionate about helping her clients achieve financial success and is dedicated to sharing those victories along the way.
When she’s not helping clients secure their financial futures, Anne enjoys the theatre, exploring new restaurants, spending time with her three children, and walking her dogs, Frankie and Teddy.
To learn more about Anne’s expertise and how she can help you, please check out her Adviser Profile here or contact her directly.
Amanda Sergi
Senior Client Services Manager
Amanda is an experienced and highly skilled Senior Client Service Manager with 21 years of experience in the financial services industry. Her keen eye for detail and dedication to providing outstanding service have earned her a reputation as a trusted and reliable professional. Amanda ensures that every client receives personalised attention, handling their inquiries with efficiency and care, while maintaining the highest standards of accuracy and organisation.
Throughout her career, Amanda has developed a deep understanding of administrative systems and processes. Her commitment to excellence ensures that every client interaction is seamless, and every process is handled with precision. We are proud to have Amanda as a leader in client services, ensuring that our clients receive the best possible support and care.
Amanda works remotely from her home, a farm in regional Tasmania, that she shares with her husband, three children and a growing menagerie of animals. She loves the rural lifestyle and the peace and space it provides.
Sam Clare
Client Services Manager (Part Time)
Sam plays a key role in ensuring the smooth operation of our firm by managing compliance documentation, overseeing administrative tasks, and supporting paraplanning activities. With a strong focus on client satisfaction, Sam ensures that all client interactions are handled with care and precision while maintaining detailed and organised records.
Currently studying the prestigious Bachelor of Advanced Finance and Economics at UQ, Sam has an ambitious, long-term goal of becoming a portfolio manager.
Outside of work, Sam has a deep love for music, with a diverse taste ranging from hip-hop and jazz to fusion, funk, and classical. His passion for music provides a creative outlet and balance to his professional and academic life.
