Frank Doran
Managing Director
Authorised Representative

Frank Doran started in the financial services industry with Legal & General in 1984 as a Superannuation Consultant. Over the past 25 years Frank has built a business that encompasses all facets of financial planning. 

Frank works with clients on the full range of financial planning services including investment, super and retirement planning, insurance and group plans. He holds an Advanced Diploma in Financial Services and is a Justice of the Peace.

Matthew Green
Senior Consultant
Authorised Representative

Matthew has been with the business since 1999.  He holds a Diploma of Financial Services.  Matthew focuses on finding the best insurance, superannuation and insurance solutions for both individual and business clients.

Give Matthew a call to discuss how he can help you plan and protect your family’s future.

Sarah Cummings
Client Communications Manager
Authorised Representative

Sarah has been with the business since 2008 and has over 13 years in the financial services industry.  She has a Diploma in Financial Planning as well as a Bachelor of Business. 

Sarah works with the team to ensure effective communication to clients of any changes or enhancements, both in the market generally and specific to their portfolios.  Sarah also manages our quarterly newsletter so don’t hesitate to contact her with any suggestions or comments you have.

Troy Anderson
IT Manager / Client Service Administrator
Authorised Representative

Troy joined the business in 2004.  He holds an Advanced Diploma of Network Engineering and is nearing completion of his Advanced Diploma of Financial Services.

Troy manages the office’s IT systems, constructs Statements of Advice and provides client management support.

Lea Dimovski
Office Manager / Client Service Manager

Lea joined Frank over 10 years ago.  She is the Office Manager as well as being the first point of contact for most clients.  Lea looks after most aspects of client management including review reports, Statements of Advice and ongoing changes to client portfolios. 

Lea is also the friendly voice at the other end of the phone so make sure you say hello next time you give us a call.

Cathy Doran
Accounts Manager / Client Service Administrator

Cathy helped Frank start the business over 25 years ago.  She has looked after a variety of areas since then but now primarily focuses on the accounts and helps out in administration when needed.