Meet our financial advice team
Head of Advice
CFP®, MBA, MAppFin, GAICD, F Fin
Steven is a highly accomplished Executive Financial Services and Business Professional with over 20 years experience in running both small and large teams, managing and supporting financial planners and client support roles in the delivery of advice. Steven has experiences covering financial planning, retail banking, superannuation, credit and mortgage lending and business ownership and structures.
Financial Adviser
CFP®, DFP, BBus
Tania has more than 20 years’ experience providing personal advice to clients including 13+ years was with Mercer Financial Advice (in Sydney and Brisbane) where she was a Principal Financial Adviser.
Financial Adviser
Dip.FP, CSM, Grad Dip Bus Admin, B.A, C.Dec, AFP
Mark is a financial adviser at ESI Financial Services with 25 years' experience in the financial services industry and a strong commitment to putting his clients' interests first.
Financial Adviser
CFP® MBus(AppFin), AdvDipFP, BBus(Adv)
Laurence has advised clients through a wide variety of strategies, including retirement lifestyle planning, wealth generation through superannuation and non-superannuation investments, tax effective savings strategies, wealth and family protection arrangements, aged care and Centrelink planning.
Financial Adviser
Dip. Bus Mgmt, GradDip FP
My values and strengths is a considered, authentic and client focused approach allowing me to provide advice with an optimal level of service built on old fashioned values. I deliver financial advice in a manner that is easy to understand and comprehend.
Financial Adviser
MBA, MED, Grad Dip FP
Craig has been in the finance industry for over 12 years as a financial adviser, consultant and leader of large advice teams in both big organisations and small practices. All up Craig has been managing teams for over 24yrs and utilises his behavioural background to lead advice teams towards goals based advice that meets clients’ needs, providing advice they understand