Linda Hayward (Office Manager), Cindell Baker (Financial Planner) and Leanne Taylor (Receptionist/Administration Assistant)

We are a friendly, approachable team and take the time to get to know our clients. We have a holistic approach to supporting our clients whether with pre-retirement strategies, or assisting them on their retirement journey.

Our vast experience with Centrelink matters gives us the expertise to ensure our retirees are in the best possible position now, and when changes occur. We enjoy the journey of walking side by side with our clients, helping them to achieve their financial goals. We are here to help.

Our team

  • Cindell Baker


    Cindell has over 20 years’ experience in the financial services industry,and holds an Advanced Diploma in Financial Planning (Financial Services).Cindell...

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  • Linda Hayward


    Linda has had extensive practice management experience, having worked in the financial services industry since 2002. She supports the practice with knowledge,...

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  • Leanne Taylor


    Lea has over 30 years of customer service experience in a diverse range of industries, including banking and retail. She is responsible for assisting clients,...

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Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

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