Scott Harvey, Principal
Scott works closely with clients, providing financial advice to professionals, successful families, and retired individuals for over 13 years.
Stefanie Meaden, Executive Assistant
Stefanie grew up in England and worked for local council. Stefanie then decided to make the move to Perth in 2015 and completed a Bachelors degree in Business and Accounting and a Finance Diploma through the Financial Planners Association, whilst working in a Public Practice.
Stefanie is currently working towards becoming a Financial Advisor in order to work closely with clients in assisting them to meet their financial goals and objectives.
Stefanie enjoys building relationships and delivering the best possible service and also enjoys walking and travelling.