Meet our Advisers

Nick Andrews

Nick holds a Bachelor of Business (Financial Planning) and is also a CERTIFIED FINANCIAL PLANNER® with the Financial Advice Association Australia. Raised in country Victoria, Nick completed university in Melbourne and later commenced as a Graduate in a Global Accounting Practice in the Financial Planning division. During his 17 years with the firm, Nick gained experience in the Melbourne office before transferring to Albury and continuing to develop professionally in a regional setting.

Jake Taylor

Jake Taylor is a skilled Financial Planner with specialist services focused on holistic advice with a successful track record since his beginnings in the industry in 2011. His expertise is in wealth generation and protection, providing exceptional client-centric services and tailored financial strategies. Jake seeks to build and maintain relationships with his clients so he can become their trusted adviser and be part of their ongoing financial success.

Carl Freshwater

Carl has over 15 years’ experience working with clients to meet their financial goals, starting in investment banking before moving to Financial Planning in 2008. He has dedicated himself to becoming a highly qualified financial adviser with qualifications and technical knowledge at the highest level to serve his clients’ needs. Carl is known for his quality and integral advice.

Paul Lindley

Born in Gundagai, Paul is a local to the Riverina and Snowy Mountains areas of NSW. Paul has a degree in Business Administration from Sydney University and holds the advanced diploma in financial services and has met all the compliance and legal requirements to continue as a registered financial planner . Paul is also a member of the SMSF Specialist AdvisorTM (SMSF association) and hold various roles and memberships in his community.