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Annabel Tan
Head of Compliance & Risk
About the firm
A practice built on conversations.
Founded in 2011 by Greg Morrison after a long career in institutional and private banking. Today, fifty-five colleagues across wealth management, financial planning, lending, and corporate advisory.
The firm
What we are.
A mid-tier financial services firm providing wealth management, financial planning, lending, and corporate advisory services across Western Australia. Holds an Australian Financial Services Licence and operates under strict ASIC regulatory oversight. Serves high-net-worth individuals, SME owners, and corporate clients. Known for personalised advice and deep understanding of the WA resource sector wealth cycle.
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$2.1B funds under advice
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1,200 active wealth management clients
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22 financial advisers and planners
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Net Promoter Score: +62
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Average client relationship: 8 years
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Specialist mining executive wealth team
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AFSL compliance record: zero ASIC enforcement actions
The principals
Who you would meet.
A small partnership of advisers and operating principals. Most clients meet the same person for years.
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Greg Morrison
Managing Director
/ An invitation /
For a private conversation.
We are always pleased to meet thoughtful prospective clients and colleagues. Write to us through the contact page and we will respond personally.