Our people

Reuben Zelwer

Director & Financial Planner

As a CERTIFIED FINANCIAL PLANNER®practitioner and SMSF Specialist Advisor TM, I’ve been providing financial advice to my clients for over 15 years.

 

With expertise in financial planning, tax planning and superannuation, I derive immense meaning from my work. I’m able to change people’s lives – and build strong relationships along the way.

 

But it’s not just the office work that counts. I’m also passionate about giving back to the community.

 

As an example, I’m active in financial literacy education programs at schools and through my work with Jewish Care. I’m also proud to have received the 2017 Financial Planning Association Future 2 Community Services award.

Bettina Rosen

Client Services Manager

With 20 years’ experience in financial services, I have a thorough understanding of the many financial situations our clients face.

 

I care deeply about every client that walks through our doors. And I’m genuinely interested in helping them improve their financial circumstances.

 

With me, no detail gets left behind. It’s my goal to implement your financial plan with the utmost care. That’s because I believe your financial freedom should be more than a wish. It should be your reality.

Ready to get ahead?

Then let’s shape your financial future together.
Getting started is easy.