- Planning your future
- What to expect
- Get started
- About us
Warwick French CPA CFP
Senior Client Director
With over 19 years of experience in the financial services industry.
Warwick is a service and outcome driven professional who relies on his in-depth knowledge and experience to ensure the best outcomes for the Adventurous and Travelling clients he works with.
Miranda Fedele
Customer Service Manager
With over 40 years in financial services starting her career with GIO
Miranda is the friendly voice on the end of the phone and is in charge of all client communications.
Leigh Cox
Operations Manager
With over 20yrs of experience in the financial Services industry. Leigh helps manage and provides support to ensure the smooth running and best outcomes for all our clients.
Thanks Miranda for speaking on the phone and passing on my request to Warwick.
Warwick thank you for reviewing my portfolio and making some adjustments.
I hope the investments continues to perform and look forward to continuing our relationship.
Yah Nice to catch up with you too, You were so calm with my questionsss…
Very diplomatic and professional. Admired That.
My daughter was happy with the meeting too.