Our team
Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.
Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.
Authorised Representative
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Wayne Knight has over 20 years experience working as a financial adviser in the financial services industry. Wayne is passionate about helping others create financial security through personal and business risk protection and helping his clients achieve their goals. Wayne is an endorsed medico-specialist financial adviser with Private Practice.
Wayne holds a Diploma of Financial Services (Financial Planning).
With more than 20 years’ experience in financial services in both a corporate and small business environment, Marcus prides himself on providing the highest level of holistic advice believing that financial planning is not just about achieving maximum returns, but about helping clients achieve their goals.
With more than 20 years’ experience in financial services in both a corporate and small business environment, Marcus prides himself on providing the highest level of holistic advice believing that financial planning is not just about achieving maximum returns, but about helping clients achieve their goals.
Marcus has a vast amount of experience in the areas of investments, superannuation and insurance and can provide tailored advice across a range of financial services.
Marcus has successfully completed the Fellow Chartered Financial Practitioner (FChFP) accreditation and also holds the Advanced Diploma of Financial Planning and is a member of The Association of Financial Advisers.
In his spare time Marcus loves spending time with his young family and has a passion for most sports, in particular AFL & cricket.
Customer Service and support is an absolute priority to us. Our Practice Manger, Chrissy Friend, manages the day to day administration and client liaison for the practice. Having worked in the industry for over 35 years, Chrissy has vast experience and knowledge in all areas of Financial Advice. Chrissy has a genuine commitment to providing the highest level of customer service for our clients and is able to help with all of your general enquiries in relation to your Insurance and/or Financial Service needs.
Chrissy has successfully completed her Diploma of Financial Services.
In her spare time, Chrissy enjoys listening to music, occasionally she has been known to belt out a tune at the local Karaoke bar, she loves spending time with her family, playing with the dogs and relaxing with a nice glass of sauvignon blanc and a good movie.