Meet Joshua, a dedicated financial adviser who helps clients make confident, informed decisions and stay focused on their long-term financial goals. He is known for his straightforward, practical approach, with a focus on clarity, consistency, and building strong, lasting relationships that help clients feel in control of their financial future.

Outside of work, Josh is a proud husband and father of three young boys. Life at home is busy and full of energy, and when he gets the chance, he enjoys playing football, cricket, and golf. He also makes time for caravanning getaways, and appreciates good coffee, a quality glass of wine, and the satisfaction of a well-kept lawn.

Danae is our Practice Manager and the friendly face behind much of our client liaison and the day-to-day running of the business. She plays a key role in ensuring everything runs smoothly and enjoys building genuine connections with clients, ensuring everyone feels welcomed, supported, and cared for.

Outside of work, Danae is a busy mum of three who loves making the most of the outdoors — whether it’s beach holidays, country living, social tennis, Pilates, seeking out a great coffee spot, or spending quality time with family and friends.

Her warm personality, positive energy, and down-to-earth nature make her a valued and important part of our team.

Kieran has 10 years’ experience and over this time, he has built extensive knowledge in the key areas of wealth management.

Kieran is passionate about finding new ways to add value for his clients’ and strives to provide confidence and peace of mind surrounding their financial affairs.

Away from work, Kieran enjoys spending time with his family and friends. He likes to think he’s a professional golfer and you will often find him at the local dog park with his Kelpie, Sally.

After studying Economics and Finance at The University of Western Australia, Dhilan has built experience across a range of roles within the finance industry, developing a strong understanding of financial strategy and long-term planning as he works towards his goal of becoming a financial adviser.

Hard-working and approachable, he enjoys building strong relationships with clients and helping them feel confident about their financial future.

Outside of work, he’s always been passionate about sport and competition — from captaining his high school golf team to playing hockey for many years. More recently he has become slightly obsessed with padel — a sport he’ll happily tell you everyone should be playing!