By focusing on the right ideas at the right time, we aim to deliver quality advice to our clients.

Our experienced and highly qualified team bring outstanding expertise to align your financial planning strategies with your goals, and are passionate about providing you with dedicated and ongoing service.

David Macnaught and Muriel Skillen have over 30 years combined experience in the industry and can help you create and protect your wealth.

  
 

David Macnaught has been providing financial advice since 1993.  His Authorised Representative Number issued by ASIC is 227567.

David Macnaught is a:
            Certified Financial Planner™ (CFP)
            Certified Practising Accountant (CPA)

David Macnaught is active within a number of professional associations:
            An Associate of the Financial Planning Association (FPA)
            An Associate of the Australian Society of CPA's  
            A Fellow of the Financial Services Insitute of Australia (Finsia) 

David has a Bachelor of Business - Accountancy and Post Graduate qualifications in Finance and Economics, and was winner of The Australian Bankers Association national prize for the post graduate subject "Securities Industry Economics". 
 

 

Muriel Skillen has been providing financial advice to clients since 1995.  Her Authorised Representative Number issued by ASIC is 227565.  

Muriel is a:   
            Certified Financial Planner (CFP) 
 

Muriel is active within a number of professional associations: 
            An Associate of the Financial Planning Association (FPA)
            A Senior Associate of the Financial Services Insitute of Australia (Finsia)

            A member of Women in Finance Association

Muriel has a Diploma in Financial Planning, a Diploma in Financial Markets and was twice recipient of the Norwich Union employees rising star national award whilst employed for 5 years with Norwich prior to becoming a financial adviser.