Our Team

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Cathy Shimmin - Director and Financial Planner

Cathy serves as the Director and Senior Financial Planner, boasting over 20 years of experience in the finance sector. She has consistently focused on helping individuals reach their financial aspirations. Renowned for her expertise and dedication, Cathy strives to foster strong, enduring relationships with clients. With the necessary qualifications and a strong motivation, she guides clients toward lasting financial security

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Kelly Dickson - Client Services Officer

Kelly brings a wealth of experience in administration to our team. As a key support to Cathy and Shaun, she plays an integral role in managing our day-to-day administrative needs. Kelly is highly skilled in client communication and is always ready to assist with any queries. Her friendly and efficient approach helps ensure everything runs smoothly behind the scenes.