Our Team

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Tanya Carlson

Financial Adviser

Tanya Carlson has worked with individuals, families and businesses on a full range of financial planning services. With a passion for superannuation and wealth creation she has helped her clients achieve their goals in the lead up to retirement and managed their assets through their golden years.


Tanya has extensive experience in all areas of personal insurance. This is an area of financial planning she holds strong beliefs in due to an unforeseen disability in her family. Tanya will educate you on the areas of insurance that may be applicable to your needs.


Tanya is also known in the community for assisting clients going through separation and divorce. Seeking financial advice early can provide some peace of mind and clarity during this difficult time.


Our clients love working with Tanya due to her warm and caring nature and her knack for making complex financial matters easily understood.

They take great comfort knowing they are dealing with an expert as Tanya is highly accredited holding a Master of Financial Planning as well as many years’ experience.

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Julie Conley

Client Services Manager

Julie has been working within the financial planning industry for 21 years in various roles. She is a mum to two children and last year completed her Diploma of Financial Planning. Julie is now keen to continue her studies further. We love her bright personality and can-do attitude! Julie is responsible for preparing plans, research and administration. In her spare time Julie loves to travel, keep fit and spend time with family and friends.


You can contact Julie on: 



Stephanie Lam


Stephanie has worked in the financial planning profession for over 20 years’ as a paraplanner. Steph has completed her graduate diploma in Financial Planning and being detailed and inquisitive in nature is suited perfectly to the research and strategy role she provides to our clients. Stephanie is also a busy mum to two young children so she doesn’t get much down time but loves spending time with her beautiful family and on the weekend you will find her in the midst of renovations. 


You can contact Stephanie on:



Bonnie O’Donnell

Client Services

Bonnie is a recent Accounting graduate but has seen the light and is completing another major in Financial Planning. Bonnie’s role is to look after all the things you don’t want to do – administration, implementation and keeping you up to date and informed.   Bonnie was raised in country NSW and loves surfing, swimming and being outdoors. You are in safe hands with Bonnie as she also works as a firefighter in her spare time. We don’t know how she fits it all in!


You can contact Bonnie on: