Our Team

Our team has a wealth of experience in credit and mortgages, tax, planning and advice across all areas of the financial services. Our speciality is our unique model of working together to provide a holistic solution to your financial needs.
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Lisa Backhouse

Finance Broker &

Mentor

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Kate Garrett

Finance Broker &

Practice Manager

Ray Backhouse

Managing Director &

Wealth Adviser

Partner
Associate
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Kiran Kaur

Associate Planner

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Matthew Bowen

Accountant

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Taryn Cunliffe

Loan Administrator