Meet the team

We look forward to meeting you in person

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Jason Galea

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER® professional, my aim is to assist individuals, families and professionals, including high net worth clients, to create and maintain financial independence. I want to partner with you to meet your aspirations, reduce complexity and provide peace of mind in my role as your trusted financial planner.

I have over 28 years’ financial services experience and in addition to being a CFP® and CPA, I also hold a Bachelor of Business in Accounting, a Graduate Diploma of Applied Investment and Finance and a Diploma of Financial Planning.

Qualifications:

  • CERTIFIED FINANCIAL PLANNER® professional
  • Bachelor of Business (Accounting)
  • Diploma of Financial Planning
  • Graduate Diploma of Applied Investment and Finance
  • Certifiate Practising Accountant
Download: Jason's Adviser Profile
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Cameron Obliubek

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER®, I believe the best client outcomes are those involving an ongoing financial relationship that ensures you remain on track to achieving your financial independence. I act as your sounding board, providing my financial insight and expertise to add value to you at every opportunity. I provide comprehensive holistic financial advice that focuses on identifying your goals and objectives to specifically tailor an advice offering that is both pragmatic and service-orientated.

I have over 18 years’ financial services experience and in addition to being a CFP®, I also hold a Bachelor of Business in Economics and Finance and a Masters degree in Financial Planning.

Qualifications and Memberships

  • CERTIFIED FINANCIAL PLANNER® professional
  • Bachelor of Business (Economics and Finance)
  • Master of Financial Planning
Download: Cameron's Adviser Profile
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Nicholas Basanisi

Associate Financial Advisor

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Andrew Menegas

Client Services Officer

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Daniel Cubelic

Client Services Officer

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Luca Caligiuri

Client Services Officer