Savanna Pride animals

Our team

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Ryan Addison
Financial Planner

Ryan Addison has over 5 years’ experience in the financial planning industry. He is passionate about working closely with his clientele to take control of their financial affairs and live life on their terms.

Having a degree in both Exercise Physiology and Rehabilitation as well as a Diploma in Financial planning equips Ryan with the necessary skills to ensure his clientele have the right balance of health and wealth in their life. Ryan has always been fascinated by elite sport performance and understands that success comes from discipline, accountability and the right motivation. Ryan feels this is no different when it comes to managing your financial affairs!

Ryan’s compassionate nature and go getter instinct is infectious, he is an optimistic thinker who is really passionate about helping people find out what is important in their lives and helps them go after it.

Ryan specialises in wealth attainment, superannuation + retirement planning, personal insurance planning and goal and lifestyle attainment.

Financial Planning aside, Ryan is a loving father and devoted husband who enjoys spending time down in WA’s South West.

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Lawrie O'Neill
Owner and CEO

Professional executive manager with demonstrated capabilities in sales, training, management & coaching across the financial services industry.

Specialist in finance/credit businesses with comprehensive experience in managing teams, broker training and loan writing.

Proven performer in developing solutions for a diverse variety of clientele.

Over 30 years’ experience in the financial services industry.

Running a successful lifestyle Financial planning business.

 

Qualifications.

Certified Financial Planner. CFP

Diploma of financial planning. Dip FP

Certificate 4 in Finance and mortgage broking management.

Certified Self-managed Superannuation adviser.

Registered Real estate agent and property manager.

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Gordon McRoberts
Financial Planner

I am an experienced Financial Planner and Business Owner with over 27 years of international business experience working within the financial services industry, concentrated in the United Kingdom and Australia.

I am Skilled in Business Management/Risk management with expertise is business continuity planning strategies, asset protection, and business interruption strategies including but not limited to appropriate advice and implementation.

I provide strategic Insurance solutions for both the Business and personal entities and realistic retirement Planning and Portfolio Management for pre-retiree's and for those currently in retirement.

I am qualified to provide advice to those who have a SMSF or for those contemplating whether a SMSF could be the most appropriate Investment vehicle for retirement planning purposes.

UK Pension transfers is another complicated area of advice but one where many living in Australia, originating from the UK are looking for guidance and clarity around what options may be open to them and which ones may serve their needs the best.

I enjoy working with every client to establish their unique requirements while providing the best financial outcomes and strategies for each has been the key to my business success.

I have developed key relationships with suitable providers to the industry, ranging from financially stable insurers to competently qualified underwriters and back office support teams with a view to efficiently implementing all appropriate risk management strategies.

I Graduated from Ayr-Academy with further studies at Ayr College and Mentor in Sydney, Australia. I am a member of the AFA (Association of Financial Advisers) and the TPB (Tax Practitioners Board) in Australia. I am also Self -Managed Fund (SMSF) Accredited, and registered on the ASIC Financial Adviser Register. I take immense personal pride in having an impeccable history of success in identifying, understanding and managing the various processes in this highly specialised field. I am also FASEA qualified.

 

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