Our Team
Sarah Nulty - Director
Robert Lawrence - Senior Adviser
Robert Lawrence - Senior Adviser
With 20 years experience in the finance industry including Bank Management and Private Banking, Sarah brings a wide range of experience to support her clients in all stages of life. She works in all areas of advice including Aged Care advice and rural succession planning, as well as self-managed super funds.
She has a background in compli
With 20 years experience in the finance industry including Bank Management and Private Banking, Sarah brings a wide range of experience to support her clients in all stages of life. She works in all areas of advice including Aged Care advice and rural succession planning, as well as self-managed super funds.
She has a background in compliance management and her strength is in stepping back and looking at the big picture to consider the legislative and strategic opportunities for each situation.
Robert Lawrence - Senior Adviser
Robert Lawrence - Senior Adviser
Robert Lawrence - Senior Adviser
Robert has worked with the team for 10 years and specialises in the finer details of advice - with a love for investments and economic research he compliments Sarah's "bigger picture" approach by taking the overall strategy and ensuring all the pieces of the puzzle work and selecting the appropriate funds and products for the client.
Rob'
Robert has worked with the team for 10 years and specialises in the finer details of advice - with a love for investments and economic research he compliments Sarah's "bigger picture" approach by taking the overall strategy and ensuring all the pieces of the puzzle work and selecting the appropriate funds and products for the client.
Rob's passion outside of work is 4wd'ing and camping, and is all too happy to travel to see our clients in distant places on his motorbike.
Nina Lawrence - Client Support
Robert Lawrence - Senior Adviser
Nina Lawrence - Client Support
Nina is the glue that binds the team together - she works with the Advisers and the clients equally to help implement advice, chase up outstanding information, assist Accountants at tax-time and much more.
Having grown up in the Scenic Rim and with a lifelong love for her horses, she is always happiest out in the paddocks in the fresh air.