Meet Our Team
Inhouse we advise on investments, risk insurance, superannuation (including self-managed superannuation), retirement and aged care planning, business advice and inter-generational financial planning. We work closely with specialists in estate planning, accounting and general insurance.
The Team
Allan Moore
Director and Financial Planner
Allan specialises in maximising the chance you can achieve your lifestyle goals. If you have a complex financial problem the goal is to help you understand the alternatives, build your own personal strategy, and take action.
Allan started life with a Bachelor of Business and completed a traineeship opening Sanctuary Cove, QLD – including opening one of Australia’s first boutique brewery’s in 1986. He also worked for Ansett Airlines organising Superannuation choice for staff, and it included exposure to Treasury.
With extensive business experience and a practical commercially minded approach Allan enjoys working with: Business owners; Ladies - who look after their own finances, and those of their extended family; People who have come into old and new wealth; Entrepreneurs and Artists.
You expect a trusted adviser to excel in advice on structures and investments, in addition Allan has the industry leading property specialist software and also has his own small charity. Putting money where he believes it can make a great difference. It is this wide knowledge, based on experience that allows him to listen and assist you – in ways you might not have thought of.
Personally he surfs every weekend with his 4 children and friends, enjoys ballet with wife and daughter and soccer with his sons.
“Wealth is the ability to fully experience life”
Allan Moore is an authorised representative (239448) of Adsum Capital Pty Ltd (AFSL 518931)
Maria T
Office Manager / Problem Solver
A recent addition to the team, Maria brings with her financial, project management and administrative experience.
She has held roles within the TNT Transportation Group in the Finance Department; IT and Project Management roles within Coca-Cola Amatil and most recently administrative and project roles within the construction sector. She is client focussed, professional, thoughtful and solution orientated.
Ask her anything and if she doesn’t know the answer you can be confident that it won’t be too far away.