Our People

Bradley Cox

Client Services Officer
Bradley is responsible for client reviews and insurance alterations.

Meet Brad, one of our Client Services Officers. Armed with a Bachelor’s degree in Accounting and a specialisation in Financial Planning, Brad is committed to delivering unparalleled experiences for our esteemed clients. His extensive industry knowledge ensures that our clients receive top-tier service and support.

Shared Insights

The Lost Bullock That Rewrote History – Part 1 with Bram Collins

It was a single stray bullock that changed everything. What started as a cattle drive in the remote Queensland outback...

They Said He’d Fail — He Built an Empire

Joe Vella’s story is a testament to the power of perseverance. Despite being told he’d “amount to nothing” and facing...

Andrew Walsh’s Rise from Tech Start-up to Global CEO (Fuelled by Meat Pies)

Andrew Walsh’s journey from actuary to tech leader is quite the story. He co-founded a software company in a garage,...

Make Festive Season Conversations Matter

It’s more than prawns and pavlova. The festive season brings families together from near and far. If you notice signs...

“Just do it” isn’t just a catchy slogan – Part 2 with Maddi Wright

Join us on the latest episode of Wealth Radar as we sit down with Tully local legend, Joel Riethmuller. Listen...

The Hidden Cost of Negative Financial Headlines

I recently came across a fantastic article written by my friend and colleague, Sam Instone. It highlights some truly important...

Our Team

Meet the Team

Get to know the professionals who will guide you every step of the way in securing your financial future.