Meet the Team


COREY ROBERTS
LAUNCE KENT
SARAH MARTIN
LYN COUZENS
NATALIE GSCHWANDTNER
MELLISA WILLUMSEN
GREG STEVENS

Corey Roberts

Financial Adviser (Partner)

Corey Roberts has been a Financial Adviser for over 15 years.   Corey enjoys building relationships with his clients and gaining a detailed understanding of their goals and needs.   Outside of work, Corey is a member of the Sandy Creek Cricket Board, has three boys and a passion for fishing, sport and enjoying quality time with family and friends. Corey brings to the partnership, leadership and an enthusiasm for continuous improvement

Sue Dobbs

Sue has been in the financial Planning industry since 1989 as an adviser personal assistant learning all aspects of the business before taking on a management role. She is responsible for the day to day running of the practise, compliance issues and providing executive support to the principles. Sue holds a certificate in Front Line Management.

Launce Kent

Financial Adviser (Partner)

Launce has been in the Finance industry for over 7 years and has an exceptional eye for detail.  Launce enjoys developing the best solutions for his clients and clients value his special ability to build their knowledge by turning complex issues into plain language.  He likes to think of himself as his clients’ financial teacher.

Launce has an easy-going consulting approach and enjoys a little banter along the way.  Launce is a junior cricket coach and also plays A grade country football in his spare time.  Launce believes keeping fit and healthy is the foundation to a long enjoyable life.

Sarah Martin

Financial Adviser

Sarah Martin began working in the Financial Industry in 2003 and become a Financial Adviser in 2009 and has a B.Bus Dip FP and Adv Dip FP. Sarah’s enjoys developing strategic plans and guiding her clients to financial freedom. Along with Financial Advising, Sarah is the Client Services Manager/Team Leader for the business.

Outside of work, Sarah enjoys spending time with her family, playing hockey and competing in local triathlons.  

Lyn Couzens

Client Services Administrator

Lyn has been in the Financial Services industry since 1972. Originally coming from a General Insurance background working in underwriting, Lyn made the transition to Financial Planning in 1997. A holder of a Diploma of Financial Services, Lyn specialises in Investment, Superannuation and Retirement Strategies.

Natalie Gschwandtner

Project Management

Natalie is responsible for the Marketing, Communications and Project Management of the business and ongoing development of our client service expectations.

Natalie has a Graduate Certificate in Marketing, Diploma in Social Media Management and Certificate in Search Engine Optimisation.

Mellisa Willumsen

Client Services Administrator

Mellisa is a fantastic support to the team with her can-do attitude and attention to detail. Mellisa has extensive customer service skills and strives to provide an exceptional customer experience. Upon calling the office, you will be greeted by Mellisa, ready to assist or direct your call.

Out of work, Mellisa enjoys spending time with family and volunteering at the Southern District Kennel and Obedience Dog Club, where she can enjoy her love of animals.

Natalie Gschwandtner

Natalie joined the team in 2015 and is responsible for the implementation of projects and Marketing & Communications. Natalie have over 17 years experience working with professional services in Adelaide and Sydney.

Greg Stevens

Consultant

Greg Stevens has extensive experience having commenced in the Financial Services Industry over 30 years ago.  Greg has a long and loyal client base which reflects his strong ethical belief in the importance of client relationship management.

Outside of work you will find Greg cruising on his Harley Davidson and travelling around Australia with his wife in their caravan.