Our team
We engage five Advisers who, together with our back office support, provide advisory services designed to help you create, manage and protect your wealth. Details of our Advisers are outlined below. You can also view our Client Services Team profile in the document link.
James Cotis
Steve Blaker
Nadia Ravanello
Charles Creswick
Sjaan Laarhoven
Lorna Blaker
James is an Authorised Representative with CFP® status and is an accredited Self Managed Superannuation Fund Specialist Adviser ("SSA"). He is a founding member of SMSF Professionals Association of Australia and sits on the education committee. He is actively involved with the Financial Planning Association (FPA) and currently sits on the Professional Conduct Committee and the Conduct Review Commission of the associaton.
James has appeared on the SKY Business Network discussing current SMSF issues. James is also a frequently requested speaker and workshop convenor for accounting conferences and tax discussion groups, such as the Institute of Chartered Accountants, CPA Australia and National Institute of Accountants, who seek his expertise on the practical aspects of advising within the SMSF market. He is a JP, holds a Diploma in Law and is a guest lecturer at the UNSW ATAX program.
Steve has been providing financial advice since 1990 and is an Authorised Representative with CFP® status. Steve specialises in investment portfolio construction and management. He is authorised to provide advice on listed securities on the ASX. Steve is one of Australia’s first accredited self managed superannuation fund (SMSF) adviser specialists and holds an Advanced Diploma of Financial Services, with a specialist SMSF accreditation.
Steve has previously served on both the Private Client and Compliance Committees within Genesys. He has also been instrumental in the development of specific product for the professional investor.
Nadia has been providing financial advice since 1995. In 2008, Nadia decided to step back from providing client advice to concentrate on the overall management of Logical Financial Management. Nadia holds a Bachelor of Business with majors in Finance
Charles has been providing financial advice since 1997 and is an Authorised Representative with CFP® status. Prior to entering the financial planning industry Charles worked extensively with derivatives in his role as a futures broker where he implemented hedging and trading solutions for both retail and institutional clients. This, in addition to his ASX listed securities accreditation, enables him to provide clients with a robust investment portfolio process, both initially and on an ongoing basis.
Charles holds a Bachelor of Agricultural Economics, Graduate diplomas in both Applied Finance & Investment and Financial Planning from the Securities Institute of Australia and has a Masters in Applied Finance specialising in Funds Management.
Sjaan has been providing advice to clients since 2006 and has worked in the industry since 1994. She is an Authorised Representative with the goal to attain CFP® status. Sjaan holds a Bachelor of Commerce and Advanced Diploma of Financial Services and is also a JP. She works closely with James, Steve, Nadia and Charles in both the management and construction of the risk and investment aspects of a client's portfolio.
Lorna is the team’s mortgage broking, commercial finance and lease services expert. Lorna works closely with Steve and James to ensure your debt instruments are correctly structured and consistent with your overall financial strategies. Lorna may be contacted on any matter relating to debt instruments.
