Our Team

Our Team

Luke Morris

Executive Financial Planner - Grad DipAppFin

Luke Morris has been working in the Banking, Finance and Investment Industry since 2000. He is the principal of Ocean Advice Pty Ltd.

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    Bob Pearce

    Executive Financial Planner - Dip FP, CFP®, SMSF Specialist Adviser

    Bob has been working in the Banking, Finance and Investment Industry for over 45 years and has held senior positions within large banking institutions.

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      Jacqui Britton

      Client Services Manager

      Jacqui has been working in the Banking, Finance and Investment Industry for over 25 years, where she has held management positions within large banking institutions.

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        Lauren Morris

        Executive Paraplanner

        Lauren has worked in the Banking, Finance and Investment Industry for 20 years, where she held roles that included Banking, Financial Planning and Paraplanning.

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          Debbie Widmar

          Coming Soon

          Further information coming soon.

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