Our Team

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Cathy Shimmin - Director and Financial Planner

Cathy is a Director of the business and a Senior Financial Planner with over 20 years of experience in the finance industry. Throughout her career, she has been dedicated to helping individuals achieve their financial goals. Known for her expertise and commitment, Cathy goes above and beyond to build strong, lasting relationships with her clients. She brings both the qualifications and the drive needed to guide clients toward long-term 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.