Michael enjoys building lasting relationships with clients and assisting them throughout the different stages of their lives. He helps his clients achieve success as they define it, setting disciplined strategies and providing ongoing advice to help make informed decisions. A key outcome is bringing together the various components of a client’s strategy, so they can spend more time on the things that are important to them. Michael enjoys working with a variety of people and has a particular interest in working with business owners and private family enterprises.

Michael has over 20 years’ industry experience and is a Certified Financial Planner (CFP®), which is the highest designation available in Australia for qualified financial advisers. He also has a Bachelor of Accounting and Bachelor of Economics. Michael is married with two children, and enjoys reading, sports and trying to keep fit.

Ryan believes the foundation of any advice relationship begins with helping clients articulate what is important to them, whether that be lifestyle aspirations, family, career ambition, business opportunities, or succession planning (often it is finding a good balance between all of the above). Ryan tailors personalised financial strategies that are designed to maximise the likelihood of achieving success, whilst helping reduce noise to focus on what’s important, and will leave no stone unturned to maximise value for his clients.

With over 15 years of industry experience, Ryan is a Certified Financial Planner (CFP®) and holds Degrees in Economics and Commerce (Finance). Outside of work, Ryan values experiencing life with his wife and three children. He’s also a passionate motorcyclist and enjoys NRL, NFL, and Formula 1.

Lindsey is passionate about helping clients create better outcomes through financial advice. She takes the time to understand what matters most, working closely with clients to develop strategies that align with their goals and values. Lindsey believes financial advice is about more than building wealth – it’s about providing confidence and peace of mind for the future.

Lindsey has 10 years’ experience in the financial services industry and has completed a Graduate Diploma of Financial Planning. She is an Authorised Representative and Provisional Financial Adviser (Provisional Relevant Provider), currently completing her Professional Year. Lindsey works under the supervision of Michael Kerslake and Ryan Purves, who review and approve all advice and are responsible for the advice provided.

Outside of work, Lindsey enjoys time with her husband and daughter, travelling and experiencing new restaurants. Although originally from New Zealand, she is a hopeless supporter of the Canberra Raiders.

Doug enjoys working closely with clients to understand what matters most to them and help turn their goals into practical action. His client-focused approach assists in getting the right things done at the right time, bringing structure and clarity to clients’ financial lives so they can spend more time on the people, experiences and priorities that matter most.

With more than five years of industry experience, Doug has also completed a Graduate Diploma of Financial Planning. Outside of work, he enjoys travelling, op-shopping, and exploring new restaurants and cafes with his partner. He is also an avid Brisbane Lions supporter and keeps active through gym training and cycling.

Hannah enjoys helping clients navigate the different stages of their lives and working towards the things that are important to them. She values the combination of building genuine relationships with clients and the problem-solving side of financial planning. She appreciates that each client has a different story, priorities, and plans for the future, and enjoys bringing together the different pieces of each situation to find practical strategies that work for their circumstances. For Hannah, helping make what can sometimes feel like a complex area of life a little simpler is one of the most rewarding parts of her job.

Hannah is an Associate Adviser with six years’ experience in the financial planning industry and holds a Bachelor of Commerce, majoring in Financial Planning and Finance. Outside of work, you will often find Hannah enjoying a good book, travelling whenever she can, and discovering new cafes and restaurants.

Jess is passionate about helping our clients gain clarity and confidence in their financial future. She enjoys being part of a profession that combines technical expertise with genuine human connection and believes the best financial advice empowers people to make informed decisions and achieve what matters most to them.

Jess has seven years of experience in the financial services industry, holds a Bachelor of Commerce and is currently undertaking her Professional Year to work towards her Financial Adviser Certification. In her role as an Associate, Jess supports the preparation and delivery of tailored financial advice for our clients. She enjoys building meaningful relationships, has a love of learning, and values opportunities to solve problems and tackle new challenges.

Outside of work, Jess enjoys studying Japanese, combining her passion for continual learning with an appreciation for the language and culture. Having grown up in the Darling Downs, she values community and connection, and loves cooking and sharing good food with family and friends.