Financial Advisers in a boutique Financial Services business based in South East Melbourne
We are a boutique firm, with a team of highly-skilled financial planners, and a close-knit support team based in inner city Melbourne. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
Our clients are from all walks of life – professionals, wealth accumulators, small business owners, retirees and those looking for financial independence. But they all share one goal – to create a better future for themselves and their families.
Ben Hall, Director
Specialisations: Financial planning, personal investment advice and insurance advice
As a Financial Planner with over 14 years’ experience, Ben helps our clients grow their wealth and assists them in every step of their journey toward reaching their financial goals.
As a professional Financial Planning, Investment and Insurance Adviser, Ben’s passion is ensuring people understand their financial decisions and make sure their cash flow supports their lifestyle choices in the future.
With his dynamic and professional approach to financial planning, Ben is acknowledged by both his clients and peers alike as an innovator in accelerating his clients’ wealth creation potential.
Outside of work, Ben loves nothing more than spending time with his wife Carlie and two children, Azella and Oscar.
Ben's LinkedIn Profile
Craig Stobbie, Director
Specialisations: transition to retirement planning, superannuation advice, personal investment advice and insurance advice
Craig has been assisting people make smart financial decisions since 2006. His aim is to help individuals achieve financial freedom.
With your financial goals at the centre of every strategy put in place, Craig endeavours to help clients generate and maintain wealth over time in order to meet their immediate and long term lifestyle plans.
Craig brings over 12 years’ experience in the industry, in both Australia and the UK. He also holds the internationally recognized Certified Financial Planner™ designation, the highest qualification within the Financial Planning Association of Australia.
Outside of work, Craig enjoys spending time with his family and playing local amateur cricket.
Craig's LinkedIn Profile
Simone Brown, Associate
Simone has worked within the professional services environment for 5 years and holds specifically 3 years of experience within the financial planning industry, having worked as a Para Planner.
Simone holds a Bachelor of Commerce (majoring in Financial Planning and Accounting) through Deakin University. Simone is currently studying the internationally recognised Certified Financial Planner™ designation.
Outside of work, Simone enjoys spending time with family located in North East Victoria, catching up with friends and playing AFLW and netball.
Simone's LinkedIn Profile
Sharee Dalton, Paraplanner
Sharee joined the financial services industry in 2001 and started at knp in 2010. Sharee’s dual role as Senior Paraplanner and Practice Manager sees her working with Craig and Ben to research and model financial options, to ensure we provide high quality technical and strategic advice to our clients. Sharee handles client contact and management as well as supervising the support staff and undertaking all office functions.
Outside of work, Sharee enjoys spending time with her family and travelling, which saw her last adventure trekking through Mont Blanc.Sharee's LinkedIn Profile
Toula Siamoa, Client Service Manager
Toula joined the financial services industry in 1990 and started at knp in 2001. Toula's main focus in this role is to provide administrative assistance to the team and to provide excellent service to our clients.
Outside of work, Toula enjoys spending time with her partner and two sons.Toula's LinkedIn Profile